Alternative Investments for Islamic Financial Planners: Unlocking Halal Wealth Opportunities By Eza Ezamie
August 22, 2025
Holistic Children Education Planning for The Modern Parent By Alvin Kwan
September 18, 2025
Successful Investment Strategies in Unit Trust Investments By Avril Tan
RM160.00
| Date | 4 October 2025, Saturday (Half-Day Online CE Workshop) |
|---|---|
| Time | 9.00am – 1.00pm |
| CE/CPE/CPD | 5 FPAM CE Points / 10 SIDC CPE Points (TBC) / 4 FiMM CPD Points (TBC) |
| Facilitator | Avril Tan |
Successful unit trust investment hinges on strategic decisions. Diversification is the key to spreading investments across various assets to mitigate risks. Aligning investments with your risk tolerance and regularly monitoring fund performance ensures adaptability.
Learning Outcome
By the end of the course, participants will be able to:
- Explain how Stock Markets work.
- Identify the role of the Securities Commission.
- Identify losses and returns in Unit Trust investments.
- Interpret real-life examples of successful unit trust investments.
Learning Outline
| 8.30 – 9.00 am | Registration / Pre-Assessment |
| 9.00 – 10.00 am | Unit Trust Basics
|
| 10.00 – 10.30 am | Understanding the Stock Market story and the regulation to have a deeper understanding of how investments in unit trusts work
|
| 10.30 – 10.45 am | TEA BREAK |
| 10.45 – 11.45 am | Six Golden Rules
|
| 11.45 am – 1.00 pm | Case Studies and Q&A |
Facilitator
Avril is an experienced CFP® Practitioner with 28 years in the financial industry, specializing in financial management, unit trusts, and investment planning. She currently serves as a Group Agency Manager with a leading unit trust investment company in Malaysia, where she leads a team of around 80 consultants.
Avril holds the Certified Financial Planner (CFP®), Islamic Financial Planner (IFP), Certified Financial Coach, and Certified Behavioral Consultant certifications. She earned her Bachelor of Commerce in Accounting & Finance from Flinders University, South Australia.
As a passionate advocate for financial empowerment, Avril is dedicated to helping her clients achieve financial independence and make informed decisions. She has contributed to Smart Investor magazine and is actively involved in the financial planning community, serving as the Deputy Chairman of the Johor Chapter of the Financial Planning Association of Malaysia (FPAM). Avril is also a CFP® lecturer/trainer and a regular trainer and speaker on company platforms.
With extensive experience across banking, money management, leadership, coaching, mentoring, administration, sales, public speaking, teaching, and training, Avril’s mission is to guide individuals toward financial security and promote ethical financial practices—while nurturing the next generation of CFP® practitioners.
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.