Tools and Resources

Disclaimer for Fintech Solutions:
The information, contents, and resources provided by these applications are intended solely for educational purposes. These applications may contain links to third-party websites, resources, or contents.
MFPC does not endorse or take any responsibility for any third-party websites or materials. Accessing third-party links is done solely at your own risk.
Please note that all information provided on these applications are offered in good faith. However, MFPC cannot guarantee the accuracy, adequacy, validity, reliability, availability, or completeness of any information on these applications.

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

Join us at the Wealth at Work Series (WAWS) 2026 – Financial Planning for Professionals Roadshow.
📍 Amari Hotel, Johor Bahru
📅 26 September 2026 (Saturday)
⏰ 9:00 AM – 12:00 PM
🎟 FREE Admission (Seats are limited)
👉 Register for Public >> ...https://1st.mfpc.org.my/PublicEventRegistration/826
Organised by the Malaysian Financial Planning Council (MFPC).
This session is specially designed for professionals who want to strengthen their financial management strategies and move confidently towards financial freedom.
Secure your seat today.
👉 More info ! https://www.mfpc.org.my/waws/

🚀 MFPC is Proud to be an Official Event Partner of MDRT Connects 2026! 🚀

Join us at MDRT Connects 2026 and visit the MFPC Exhibition Booth to discover how you can take your professional journey even further.

🌟 Exclusive for MDRT Qualifiers
Unlock our special ...promotional package for the RFP/Shariah RFP Capstone Programme—designed to help you broaden your advisory expertise and enhance the value you bring to your clients.

Come meet the Secretariat team at our booth to learn more about this exclusive offer and our upcoming initiatives for 2026.

📅 28 July 2026 | 8:30 AM – 5:30 PM
📍 Confetti KL, Mines Wellness City

We look forward to meeting you.

Together We Climb! 🤝🌲

#MFPC #MDRTConnects2026 #MDRT #RFP #ShariahRFP #FinancialPlanning #FinancialAdvisory #ProfessionalDevelopment

🎉 You're Invited! 🎉
Join us at My Money & Me (Sabah) – a fun and insightful financial education event for everyone!
📍 Dewan Perkeso Sabah
📅 Saturday, 22nd Ogos 2026 | Time : 8.30am – 12.30pm
✨ Free admission — but seats are limited! Only 200 spots ...available.
🗓️ Registration closes 20th Ogos 2026
🔗 Learn more: My Money & Me Info >> https://www.mfpc.org.my/education/mymoneyme/
👥 Register now:
• Public Registration : https://1st.mfpc.org.my/PublicEventRegistration/808
• MFPC Members : https://1st.mfpc.org.my
💼 Empower yourself with financial knowledge — see you there!

🚀 Elevating Financial Advisory for a Better Tomorrow!

The EPF Relationship Advisory Professional Development Programme 2026 (Siri 1 - Sesi 1) wrapped up an intensive 3-day journey at the EPF Learning Centre, Bangi!

From July 7th to 9th, 54 dedicated EPF Relationship Advisory ...(RA) team members dove deep into mastering three core pillars of financial well-being:

Retirement Planning 🌅

Expenses, Savings & Debt Management 📊

Protection Planning 🛡️

By sharpening these critical skills, our RAs are more equipped than ever to deliver high-impact, holistic advisory services. This is more than just professional development—it’s a direct investment in better serving you, our members, and securing your financial future.

Kudos to all the participants for their commitment to excellence! Let’s continue to empower Malaysians toward lifelong financial peace of mind. 💪✨

#KWSP #EPF #FinancialAdvisory #ProfessionalDevelopment #RetirementPlanning #FinancialLiteracy #ServingOurMembers

🌟 MDRT CONNECTS 2026 IS HERE! 🌟

Ready to be inspired by some of the industry's most successful financial professionals?

Join MDRT Connects 2026 by MCC Malaysia for a full day of learning, networking, and motivation with distinguished MDRT, COT & TOT speakers who ...have achieved excellence in the financial services profession.

📅 Date: 28 July 2026
🕣 Time: 8.30 AM – 5.30 PM (Registration starts at 7.30 AM)
📍 Venue: Confetti KL, Mines Wellness City

✨ Why You Should Attend
✅ Learn from world-class MDRT speakers
✅ Gain practical strategies to elevate your career
✅ Connect with like-minded professionals
✅ Exchange ideas and build valuable relationships
✅ Stand a chance to be one of 12 lucky winners for an exclusive dinner experience with distinguished MDRT, COT & TOT speakers!

🎯 Special Session
📌 Exclusive MDRT 2026 First-Time Qualifier Session
🗓️ 27 July 2026

Registration Fees

🔥 Early Bird: RM488 / USD130 (Ends 15 June 2026)
💙 Standard: RM588 / USD155 (Ends 15 July 2026)
⭐ Final Rate: RM688 / USD180 (16–28 July 2026)
👥 Group Rate (5 pax): RM488 / USD130 per person

💡 Registration includes morning & afternoon refreshments.
🍽️ Optional Lunch with Speakers: RM80 per person

📲 Register now by scanning the QR code on the poster and secure your place!

Together, we climb. 💙

#MDRTConnects2026 #ChooseMDRT #TogetherWeClimb #MDRTMalaysia #FinancialProfessionals #Insurance #FinancialPlanning #Leadership #ProfessionalDevelopment #Networking #MalaysiaEvents

EPF RA Professional Development Programme (Siri 1 - Sesi 1)
Day 1 - Retirement Planning (Alan Lim Wai Loong),7 July 2026

Final Invitation: Registration Closing Soon!

Step into a higher level of advisory excellence.

The Professional Certificate for Family Business Advisors – Level 1 is nearing full capacity, with only a select number of seats remaining.

Designed for forward-thinking ...advisors, this programme equips you with the insight and confidence to guide high-net-worth families through the complexities of succession, governance, and generational wealth.

This is more than a programme, it is a strategic step toward positioning yourself as a trusted advisor in the family wealth space.

📅 15–16 July 2026
📍 The Pearl Kuala Lumpur
🎓 7 MFPC CPD Points | Fee: RM1,750 per pax (HRDC claimable)

Secure your place among a select group of professionals.

Registration closing soon.

👉 Scan Qr to Register now & secure your spot
📩 Any inquiries can be contacted using the number provided in the brochures

#MFPC #BinaPavo #ProfessionalCertification #FamilyBusinessAdvisor #WealthPlanning #FinancialAdvisory #CareerGrowth #MalaysiaTraining #HRDCClaimable#FamilyBusiness #Communication #Cohesion #Continuity

FEN - Money Management – Retirement Planning https://www.facebook.com/share/r/1H2h4LnKXo/?mibextid=wwXIfr

Information

Scroll to Top