FPAM Annual Signature Financial Planning Symposium 2025: Shaping Financial Foundations, Securing Wealth for Tomorrow (Registration for Onsite Participant)
February 25, 2025
Navigating Success: Asian Family Office Strategies in Wealth & Business Succession Planning by Samantha Teh
February 26, 2025
FPAM Annual Signature Financial Planning Symposium 2025: Shaping Financial Foundations, Securing Wealth for Tomorrow (Registration for Online Participant)
RM150.00
| Date | 22 May 2025, Thursday (Online Participant) |
|---|---|
| Time | 9.00am – 5.00pm |
| Platform | Zoom |
| Endorsement | 10 FPAM CE Points |
| Facilitator | Session 1: Andrew Hong, Regional Director, Dynarisk Session 2: Catherine Yuan, Executive Director, Confiance Family Office Session 3: Dr. Alvin Ng Lai Oon, Professor at Department of Psychology, School of Medical and Life Sciences, Sunway University Session 4: Robin Hoo, Founder and COO, AsiaFin holding group in Malaysia Session 5 (Panel Discussion): |
The Financial Planning Association of Malaysia (FPAM) 25th Anniversary Symposium brings together industry leaders, regulatory authorities, and financial planning professionals to explore emerging trends and innovations shaping the future of financial planning. The one-day event features five comprehensive sessions covering innovative cyber insurance solutions, practical approaches to family office management, psychological insights for behavioral change and client influence, the impact of AI technologies on financial services, and the value of CFP certification for professional excellence. This symposium provides financial planners with cutting-edge knowledge, practical tools, and networking opportunities to enhance their professional practice and client service capabilities.
Learning Outcome
Session 1: Innovative Cyber Insurance, The Financial Planning Insights
Participants will explore the emerging field of cyber insurance and its growing importance in financial planning. The session aims to broaden understanding of modern risk management approaches and how they can be integrated into client solutions.
Session 2: Family Office – A Practical Approach
This session provides insights into family office operations and wealth management strategies. Participants will gain valuable knowledge about the structures and considerations involved in serving high-net-worth families within the financial planning context.
Session 3: The Psychology of Behaviour Change and Influence
The session explores fundamental psychological principles relevant to financial planning. Participants will gain insights into human behavior and decision-making processes, enhancing their ability to better understand and serve their clients.
Session 4: AI, ChatGPT, and DeepSeek: Impact, Challenges, and Opportunity
Participants will gain exposure to current technological developments in the financial services industry, focusing on artificial intelligence applications. The session explores how these tools might impact financial planning practices and client service delivery.
Session 5: CFP Certification: Elevating Professional Excellence, Client Trust, and Business Growth
Through this panel discussion, participants will gain valuable perspectives on professional development and the importance of maintaining high standards in financial planning. The session will explore how professional certifications contribute to career growth and building client relationships.
Upon completion of this symposium, participants will have gained practical knowledge and actionable insights to enhance their professional practice, adapt to technological innovations, improve client relationships, and maintain the highest standards of professional excellence in financial planning.
Learning Outline
Facilitator
TBA
Terms & Conditions
- Registration is on a first-come-first-served basis, only 150 seats are available.
- Participants must sit in for the event throughout the day to receive the certificate and to fulfil the endorsement of points.
- Confirmation is subject to receipt of payment before the workshop.
- FPAM reserves the right to amend the program, speaker, date, venue, etc, without prior notice.
Frequently Asked Questions
1. How long will each physical program take?
Each physical program is the equivalent of a day’s CE Workshop training for approximately 8 hours with the morning & afternoon coffee break and lunch in between. The duration of the program excluding the break is 6 hours.
2. Can I attend only half the sessions of the training?
You will need to sit in for the session throughout the day unless you have a valid reason or a copy of proof.
3. Mode of payment?
We accept payment by credit / debit card (VISA / MasterCard / AMERICAN EXPRESS / Discover), by FPX (Affin Bank, Alliance Bank, AmBank, Bank Islam, Bank Muamalat, Bank Rakyat, BSN, CIMB Clicks, Hong Leong Bank, HSBC Bank, KFH, Maybank2E, Maybank2U, OCBC Bank, Public Bank, RHB Bank, Standard Chartered, UOB Bank).
4. How secure is shopping? Is my data protected?
Your data will be handled confidentially and encrypted with SSL (Secure-Socket-Layer) secure server software. The encrypted information of your order, your name, address, credit card, and bank details cannot be retrieved by any third party. Credit card payments will also be verified through the 3D secure procedure.
5. Who should I contact if there is any transactional issue or problem purchasing any product/service?
Kindly drop a message below with the problem statement, and we will get back to you as soon as possible.