Membership Structure
Charter Members
Charter Members are corporations that play an active role to support the development of the financial planning industry. Our Charter Members are financial institutions in the asset management, banking, insurance, funds supermart, unit trusts, trusts and wills and investment banking.
List of Charter Members:
Affin Bank Berhad
AIA Berhad
Alliance Bank Malaysia Berhad
Amanah Raya Berhad
Apex Investment Services Berhad
Bank Muamalat
Bank Simpanan Nasional
BOS Wealth Management Malaysia Berhad
CIMB Bank Berhad
CIMB Investment Bank Berhad
CIMB Islamic Bank Berhad
Citibank (Malaysia) Berhad
Etiqa Life Insurance Berhad
Hong Leong Assurance Berhad
HSBC Bank Malaysia Berhad
iFast Capital Sdn Bhd
Kenanga Investment Bank Berhad
Kenanga Investors Berhad
Malayan Banking Berhad
Manulife Insurance Berhad
Manulife Investment Management (M) Bhd
OCBC Bank (Malaysia) Berhad
Permodalan Nasional Berhad
Principal Asset Management Berhad
Prudential Assurance Malaysia Berhad
Public Mutual Berhad
RHB Asset Management Sdn Bhd
RHB Bank Berhad
Standard Chartered Bank Malaysia Berhad
United Overseas Bank (Malaysia) Berhad
Zurich Insurance Malaysia Berhad
Charter Member Benefits
Membership comes with many benefits among which are the following:
- Training and Certification Benefits
FPAM administers the CFP Program and employees of Charter Members enjoy substantial discounts on CFP examination fees. Employees of Charter Members are only charged RM200 instead of RM300 per module. To date, many leading financial institutions are members of FPAM and commit significant number of personnel to the CFP Program. FPAM has also introduced the world’s first Islamic Financial Planning Certification Program. - Compliance and Recognition
The CFP qualification is recognized by Bank Negara as a prerequisite for application of the Financial Advisor’s license. In Malaysia, financial planning licenses are issued by the Securities Commission. The CFP certification is the first qualification to be recognized for the issuance of this license. The recognition conferred by the Securities Commission allows many of the retail financial services activities undertaken by financial institutions to be in compliance with the regulations. - Nationwide Network, Global Accreditation
FPAM’s 42 Charter and Corporate members represent a wide cross-section of the financial services industry and include many of the leading banks, unit trust companies, insurance companies, investment banks, trust houses and boutique financial planners in Malaysia. Due to its wide representation, FPAM is regularly consulted by the Regulators on developments in the industry. FPAM has an 18-member Board that is elected biennially. It has a number of functional sub-committees and Chapters in the major towns’ FPAM is also part of an international body that promotes the CFP mark worldwide with affiliates in more than 24 countries and individual membership numbering more than 120,000.As a Charter Member, you will be able to draw on the resources of CFP’s global fraternity of financial planners. You will also be a part of a group of distinguished financial institutions that are actively involved in the development of the industry.
Corporate Members
Corporate Members are corporations that are interested in financial planning and subscribe as a member of the Association.
List of Corporate Members:
A.D. Avallis Financial Sdn Bhd
Advisonomics Sdn Bhd
Alpine Advisory Sdn Bhd
Areca Capital Sdn Bhd
Asia Assistance Network Sdn Bhd
as-Salihin Trustee Berhad
Bill Morrisons Wealth Management Sdn Bhd
Blueprint Planning Sdn Bhd
Coreplus Advisory Sdn Bhd
Excellentte Consultancy Sdn Bhd
FA Advisory Sdn Bhd
Finwealth Management Sdn Bhd
Genexus Advisory Sdn Bhd
IPPFA Sdn Bhd
Legacy Advisory Sdn Bhd
Pacific Trustees Berhad
Phillip Mutual Berhad
RHB Trustees Bhd
UOB Kay Hian Wealth Advisors Sdn Bhd
VKA Wealth Planners Sdn Bhd
Wealth Vantage Advisory Sdn Bhd
Whitman Independent Advisors Sdn Bhd
Corporate Member Benefits
Corporate members enjoy many benefits among which are the following:
- Training and Certification Benefits
FPAM administers the CFP certification program. Employees of Corporate members are charged only RM250 per module reflecting a saving of RM50 from the normal fee of RM300 per module. This works out to a RM300 saving for the complete six modules. To date, many of the leading financial institutions are members of FPAM. These members commit significant numbers of personnel to the CFP Program. With FPAM’s recent introduction of the world’s first Islamic Financial Planning Program, it is anticipated that the number of certificants in this field will grow. - Compliance and Recognition
The CFP qualification is recognized by Bank Negara as a prerequisite in the issuance of the Investment Advisor’s license. In Malaysia, financial planning licenses are issued by the Securities Commission. The recognition conferred by the Securities Commission ensures that many of the retail financial services activities undertaken by financial institutions are in compliance with the industry’s regulations. - Nationwide Network, Global Accreditation
FPAM’s 42 Charter and Corporate members represent a wide cross-section of the financial services industry and include many of the leading banks, unit trust companies, insurance companies, investment banks, trust houses and boutique financial planners in Malaysia. Due to its wide representation, FPAM is regularly consulted by the Regulators on developments in the industry.FPAM has an 18-member Board that is elected biennially. It has a number of functional sub-committees and Chapters in the major towns. FPAM is also part of an international body that promotes the CFP mark worldwide with affiliates in more than 24 countries and individual membership numbering more than 120,000.As a Charter Member, you will be able to draw on the resources of CFP’s global fraternity of financial planners. You will also be a part of a group of distinguished financial institutions that are actively involved in the development of the industry.
Education Providers
Tunku Abdul Rahman University College (TARUC, KL)
Address: Centre for Continuing and Professional Education
Jalan Genting Kelang, Setapak, 53300 Kuala Lumpur
Tel: 03-4145 0170 (Direct Line), 03-4145 0123 ext: 3536 (Mr. Bradley Ho), ext: 3516 (Ms. Lee)
Fax: 03-4149 9253
Email: cpe@mail.tarc.edu.my
IFPA Resources SDN BHD (IFPA)
Address : SEGi College Subang Jaya ,5th Floor, Persiaran Kewajipan USJ 1, 47600 UEP Subang Jaya
Tel: 03-8605 3888 ext 3990 / 016-2129735 (Eve Tan)
Fax: 03-8605 3816
Email: agtan@segi.edu.my
Website: www.ifpa.com.my
State Contact :
Johor – Mr Chua, 012-318 3136
KDU Management Development Centre SDN BHD (KMDC)
Business Office: (Monday to Friday, 9.00 am to 6.00 pm)
Address: KDU Management Development Centre Sdn. Bhd.
KMDC Office, Level 3, Admin Block, KDU Glenmarie Campus,
Jalan Kontraktor U1/14, Seksyen U1, 40150 Shah Alam, Selangor Darul Ehsan
Tel: 03-5565 0799/ 0798 Fax: 03-5565 0797
Mobile: 012-398 9030 (weekends only)
Web site: www.kmdc.com.my
Email: start@kmdc.com.my
Facebook: www.facebook.com/MYCFP
Link to view map: https://bit.ly/2VpCM7p
Universiti Tunku Abdul Rahman, Sungai Long Campus
Centre for Corporate and Community Development
Universiti Tunku Abdul Rahman
Jalan Sungai Long
Bandar Sungai Long
Cheras, 43000 Kajang
Selangor Darul Ehsan
Tel: 03-9086 0288, Ext: 808 (Ms Iris)
Fax: 03-9019 3880
Email: cccd@utar.edu.my
Website: cccd.utar.edu.my
Facebook: facebook.com/UTARCCCD
Twitter: https://twitter.com/CccdUtar
LinkedIn: https://www.linkedin.com/in/
Penang – LiFE Academy
Address: DISTED College, Yeap Chor Ee Campus, 340 Macalister Road, 10350 Penang
Tel: 04-2296579, 011-16575088 Fax: 04-2266403
Email: enquiry@lifeacademy.com.my
Web site: www.lifeacademy.com.my
Contact: Mr. Paul Seah
First Floor, Heritage Hall
Universiti Tunku Abdul Rahman
Kampar Campus
Jalan Universiti
Bandar Barat
31900 Kampar
Perak Darul Ridzuan
Tel: 05-468 8888, Ext: 2568 (Ms Joyce)
Email: cccd.utar.edu.my
IRAS Ekuiti Sdn Bhd
Address: Unit B-3-6, Jalan Dato Seri Ahmad Said, Greentown Square, 30450 Ipoh, Perak
Email: irasedu@gmail.com
Contact: Jeannie Mah, 018-3716199
Max Wealth Education Sdn Bhd
Address: No. 31-1, Jalan KLJ 6, Taman Kota Laksamana Jaya, 75200 Melaka
Contact: 016-2138829 / 013-2408819
Email: maxgrowthinfo@gmail.com
State Contact :
Seremban – 016-2138829/016-2138819
Johor – Address: 11-02, Jalan Austin Heights 8/1, Taman Mount Austin, 81100 Johor Bahru
Tel: 016-2138829 /016-2138819
Fax: 07-3649133
Vanguard Dot Biz Sdn Bhd
Address: 1464, Lorong Bayor Bukit 20, Tabuan Jaya, 93350 Kuching
Email: weehunbeen.gst@gmail.com
Contact:
Mr Wee, 012-883 9822 / 082-502298
Ms Lai Chiew Luan – 012-286 9562
Practical Wealth Sdn Bhd
Address: 8-1, Level 8, Suria Sabah Shopping Mall,
1 Jalan Tun Fuad Stephens,
88000 Kota Kinabalu, Sabah
Email: practical.wealth138@gmail.com
Mobile: 012-8133005
Tel: 088 366 766
Fax: 088366 501
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