FPAM Penang Chapter CE Workshop | Innovation in Practice: AI Tools for Modern Financial Planners By Pauline Yong
June 20, 2025
Effective Habits for Personal & Professional Excellence by Annie Jasmine
RM260.00
| Date | 31 July 2025 (Full-Day Online CE Workshop) |
|---|---|
| Time | 9.00am – 5.00pm |
| CE/CPE/CPD | 10 CE Points / 10 CPE Points (TBC) / 8 CPD Points (TBC) |
| Facilitator | Annie Jasmine |
A habit is a consistent practice that is difficult to abandon once established. Many daily habits are common among successful people. Understanding these habits for success and their importance can help you determine which habits to include in your life, depending on your unique goals and aspirations. In this article, we discuss habits for success and why habits for success are important.
Learning Outcome
By the end of the course, participants will be able to:
- Identify the habits crucial for enhancing character and influencing others positively.
- Explain and articulate the significance of these habits in boosting motivation, energy levels and achieving a harmonious work-life balance.
- Analyze and break down the correct principles essential for long-term success. Understanding how they can influence personal behavior and transform the workforce.
- Utilize these principles to shift from dependency to independence to interdependence, adapting inner core values, character, and motives for personal and professional growth.
Learning Outline
| 8.30 – 9.00 am | Registration / Pre-Assessment |
| 9.00 – 9.30 am | 1. Introduction
|
| 9.30 – 10.30 am | 2. Building Personal Foundation
Activity: Self-reflection and group discussion |
| 10.30 – 10.45 am | TEA BREAK |
| 10.45 – 11.30 am | 3. Private Victory (Habits 1 – 3)
Activity: Time Planning |
| 11.30 am – 12.30 pm | 4. Public Victory (Habits 4 -6)
Activity: Development of mission statement |
| 12.30 – 2.00 pm | LUNCH |
| 2.00 – 3.30 pm | 5. Renewal (Habit 7)
Activity: Group discussion |
| 3.30 – 3.45 pm | TEA BREAK |
| 3.45 – 4.45 pm | 6. Empowering Personal Change
Activity: Self-reflection and drafting of Action Plan |
| 4.4.5 – 5.00 pm | Q&A Session |
Facilitator
Annie J. Morgis (Annie Jasmine),
Annie J. Morgis is a Leadership and People Development Trainer/Facilitator and ICF Certified Coach/Mentor.
She believes that intentional, mindful leadership is very important in today’s VUCA world. Her work focuses on helping her clients to realize their authentic selves and find fulfilment for themselves and the people that they lead.
She is passionate about uncovering and unleashing the potential in individuals for teams and organizations through development and capability building. Having worked with multiple organizations, from various industries and individuals, she has seen the impact of Training and Coaching on them. With almost twenty years of local and international corporate experience, she brings both insight into and firsthand experience of the pressures and challenges leaders and team members in busy and volatile working environment face.
Approach
Annie believes in a humanistic approach in supporting individuals/teams in learning how to relate and communicate in ways that enable them to overcome challenges, discover new ways to lead and manage, and cultivate deeper trust withing their organizations. Her approach is based upon being mindful of, open to and curious about our own blind spots, strengths, and gaps so that she can partner and lead from a place of openness and honesty. Tools, models, and exercises provide a platform for discussion, with the “deeper” evolving from an environment of safety and openness in which people can put their conflicting views on the table without fear of reprisal.
Qualifications
- Human Resource Practioner specializing in Leadership & People Development with 20+ years of experience
- ICF ACC Certified Coach
- Certified NLP Practitioner
- HRDF Certified Trainer
- Volunteer: Mentor/Coach with Inspired Women Lead (IWL- Geneva) – A strong believer of supporting and growing women in leadership.
- Coach – Wanita Berdaya Selangor (WBS) a partnership with ICF Malaysia
Terms & Conditions
- Registration is on a first-come-first-served basis, only 30 seats are available.
- Participants need to sit in for the workshop throughout the day to receive the certificate and to fulfill 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.