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List of Approved Financial Advisers & Financial Planning Firms

List of Approved Financial Advisers
Financial Planning Firms

22nd Annual General Meeting 2026

Notice of 22nd AGM Meeting
Minutes of the 21st AGM 2025
Proxy Form
Annual Report 2025

Connect with Us

CALLING ALL FINANCIAL PROFESSIONALS & ADVISORS!

Are you ready to take your expertise to the next level?

The Professional Certificate for Family Business Advisors – Level 1 is designed to equip you with the skills, insights, and frameworks needed to guide family businesses ...through their most critical challenges.

Organised by Malaysian Financial Planning Council and powered by BinaPavo, this programme delivers:

✅ Practical, real-world advisory skills
✅ Deep understanding of family enterprise dynamics
✅ Proven strategies for succession & wealth transfer
✅ Exposure to Asia-focused insights
✅ A collaborative learning environment with industry peers

📌 Programme Details:
📅 Date: 15 – 16 July 2026
📍 Venue: The Pearl Kuala Lumpur
💰 Fee: RM1,750 per pax (HRDC claimable)
🎓 CPD: 7 MFPC CPD Points

💡 Whether you are a financial planner, consultant, or advisor — this certification will differentiate you in the market and enhance your professional credibility.

Spots are limited — register now!
📲 Scan the QR code on the poster to sign up

👉 Take the next step in becoming a trusted Family Business Advisor

#MFPC #BinaPavo #ProfessionalCertification #FamilyBusinessAdvisor #WealthPlanning #FinancialAdvisory #CareerGrowth #MalaysiaTraining #HRDCClaimable

CALLING ALL FINANCIAL PROFESSIONALS & ADVISORS!

Are you ready to take your expertise to the next level?

The Professional Certificate for Family Business Advisors – Level 1 is designed to equip you with the skills, insights, and frameworks needed to guide family businesses ...through their most critical challenges.

Organised by Malaysian Financial Planning Council and powered by BinaPavo, this programme delivers:

✅ Practical, real-world advisory skills
✅ Deep understanding of family enterprise dynamics
✅ Proven strategies for succession & wealth transfer
✅ Exposure to Asia-focused insights
✅ A collaborative learning environment with industry peers

📌 Programme Details:
📅 Date: 15 – 16 July 2026
📍 Venue: The Pearl Kuala Lumpur
💰 Fee: RM1,750 per pax (HRDC claimable)
🎓 CPD: 7 MFPC CPD Points

💡 Whether you are a financial planner, consultant, or advisor — this certification will differentiate you in the market and enhance your professional credibility.

Spots are limited — register now!
📲 Scan the QR code on the poster to sign up

👉 Take the next step in becoming a trusted Family Business Advisor

#MFPC #BinaPavo #ProfessionalCertification #FamilyBusinessAdvisor #WealthPlanning #FinancialAdvisory #CareerGrowth #MalaysiaTraining #HRDCClaimable

⚡ Fintech is no longer the future — it’s happening now.

From AI to automation, financial planning is evolving fast.
The real question is… are you adapting or falling behind?

Upgrade your knowledge with our Self-Paced CPD Programme: Fintech in Financial Planning
...
💡 What you’ll gain:
✔️ Understand how fintech is reshaping advisory
✔️ Learn AI & automation in wealth management
✔️ Navigate risks, ethics & regulations
✔️ Apply fintech in real-world scenarios

📌 Programme Details:
📅 1 July – 31 July 2026
💻 MFPC Virtual Platform (Self-Paced)

🎓 CPD: MFPC (3) | LIAM (3)

💰 Fee:
Member RM60 | Public RM150 (excl. SST)
⚠️ Registration closes: 24 June 2026 (before 12PM)

Registration Link:
Public / Non-Member (https://1st.mfpc.org.my/PublicEventRegistration/699)
MFPC Member (https://1st.mfpc.org.my)

For assistance email to Mrs. Wani at wani@mfpc.org.my

⚠️ Estate planning mistakes can cost your clients everything.

A missing will.
Wrong nomination.
Poor trust structure.

👉 Small mistakes… big consequences.

Join our MFPC Webinar CPD Programme:
Mistakes and Solutions in Estate Planning

Learn how... to identify critical gaps and deliver practical, client-ready solutions with confidence.

💡 What you’ll gain:
✔️ Spot common estate planning mistakes in Malaysia
✔️ Structure wills, trusts & nominations correctly
✔️ Identify red flags before it’s too late
✔️ Apply real solutions in client scenarios

📌 Programme Details:
📅 Thursday, 2 July 2026
⏰ 9:30 AM – 5:00 PM
💻 MFPC Virtual Platform

🎓 CPD: MFPC (6) | LIAM (6) | FIMM (8)

💰 Fee:
Member RM170 | Public RM230 (excl. SST)

⚠️ Registration closes: 25 June 2026 (before 12PM)
⚡ Limited seats available

👨‍🏫 Speaker:
Mr. Azhar Iskandar
(27+ years experience in estate planning)

👉 Secure your spot now:
Public / Non-Member (https://1st.mfpc.org.my/PublicEventRegistration/820)
MFPC Member (https://1st.mfpc.org.my)

For assistance email to Mrs. Wani at wani@mfpc.org.my

✨ Reliving the Highlights ✨

What an incredible day at the 13th International Shariah Wealth Management & Financial Planning Conference held on 16 May at Berjaya Times Square!

From insightful discussions to powerful connections, the event brought together industry leaders, ...financial professionals, and passionate minds to shape the future of Shariah-compliant wealth management.

Catch the best moments, energy, and unforgettable experiences in this highlight video!

A heartfelt thank you to all our distinguished speakers and panelists for sharing your knowledge, perspectives, and invaluable insights your contributions truly elevated the conference experience.

And once again and truly, from the bottom of our hearts our deepest appreciation to our Main Sponsor, Kenanga Investors Bhd. Your unwavering support made this event possible, and we are incredibly grateful.

We sincerely thank Kenanga Investors Bhd for believing in our vision, for standing with us, and for playing such a vital role in the success of this conference.

Once again, thank you Kenanga Investors Bhd for your exceptional partnership and support.

A big thank you as well to all partners and participants who made this event a remarkable success. 🙌

#ISWMFPC2026 #ShariahWealth #FinancialPlanning #MFPC #ConferenceHighlights #BerjayaTimesSquare #FinanceCommunity #WealthManagement #ThrowbackMoments

✨ Reliving the Highlights ✨

What an incredible day at the 13th International Shariah Wealth Management & Financial Planning Conference held on 16 May at Berjaya Times Square!

From insightful discussions to powerful connections, the event brought together industry leaders, ...financial professionals, and passionate minds to shape the future of Shariah-compliant wealth management.

Catch the best moments, energy, and unforgettable experiences in this highlight video!

A heartfelt thank you to all our distinguished speakers and panelists for sharing your knowledge, perspectives, and invaluable insights your contributions truly elevated the conference experience.

And once again and truly, from the bottom of our hearts our deepest appreciation to our Main Sponsor, Kenanga Investors Bhd. Your unwavering support made this event possible, and we are incredibly grateful.

We sincerely thank Kenanga Investors Bhd for believing in our vision, for standing with us, and for playing such a vital role in the success of this conference.

Once again, thank you Kenanga Investors Bhd for your exceptional partnership and support.

A big thank you as well to all partners and participants who made this event a remarkable success. 🙌

#ISWMFPC2026 #ShariahWealth #FinancialPlanning #MFPC #ConferenceHighlights #BerjayaTimesSquare #FinanceCommunity #WealthManagement #ThrowbackMoments

Don’t miss this opportunity to future-proof your advisory career.

Family businesses control massive wealth — are you ready to advise them?

🎯 Get certified with the Professional Certificate for Family Business Advisors – Level 1 and position yourself as the go-to expert in... succession & legacy planning.

📅 15–16 July 2026 | 📍 The Pearl KL
🎓 7 CPD Points | 💰 HRDC Claimable

⚡ Seats are filling fast.
📲 Scan the QR code now to register before it’s too late!

#MFPC #BinaPavo #ProfessionalCertification #FamilyBusinessAdvisor #WealthPlanning #FinancialAdvisory #CareerGrowth #MalaysiaTraining #HRDCClaimable

Don’t miss this opportunity to future-proof your advisory career.

Family businesses control massive wealth — are you ready to advise them?

🎯 Get certified with the Professional Certificate for Family Business Advisors – Level 1 and position yourself as the go-to expert in... succession & legacy planning.

📅 15–16 July 2026 | 📍 The Pearl KL
🎓 7 CPD Points | 💰 HRDC Claimable

⚡ Seats are filling fast.
📲 Scan the QR code now to register before it’s too late!

#MFPC #BinaPavo #ProfessionalCertification #FamilyBusinessAdvisor #WealthPlanning #FinancialAdvisory #CareerGrowth #MalaysiaTraining #HRDCClaimable

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