Dear Members,


Welcome to October, the start of 4th quarter of 2020. 

Kicking off this month’s message is a gentle reminder that FPAM will be sending out recertification notices mid of this month for 2021.  Please take note of three important points when paying for your recertification:

1)      Credit Card Annual Autodebit Campaign.  Members who have subscribed to this will earn 3 CE points upon successful debit of              your fees and this is applicable each year. If you wish to apply, write to membership@fpam.org.my for a form to be emailed to              you.


2)      Remember to qualify yourselves for the Exemplary Certified Members List.  Certified Members who recertify from 1 October                current year to 31 March following year + fulfil their CE points will be listed and earn 2 CE points from this meeting.


3)      You are required to fulfil your Continuing Education points and accumulation for this year to recertify for 2021 is only 10 CE                    points.  Our CE Workshops and Symposium carry the following:


·         CE points for FPAM and FAR continuing education fulfilment

·         CPE points for license renewal

·         CPD points for FiMM renewals.

Upcoming events to take note of are:

1)      FPAM Annual Signature Financial Planning Symposium October 7 2020, to commemorate World Financial Planning Day

2)      FPAM Annual General Meeting 7 November 2020

3)      CFP Certification exams 19 & 20 December 2020.

 

FPAM would also like to announce the on-boarding of Board Members filling in as casual vacancy. 

a)      Mr Calvin Goon under Certified Member

b)      Ms Demi Chan under Charter Representative.

As of today, we have 14 Board Members consisting of; 6 Certified Board Members, 6 Charter Representative Board Members and 2 Public Interest Members.

To our Chinese members, have a Blessed Mid-Autumn Festival and to all members, have a productive fourth quarter.

Stay safe and healthy, wear your mask and keep your distance.

Best regards

Linnet Lee, CFP CERT TM, IFP®

Chief Executive Officer
Financial Planning Association of Malaysia
Unit 305, Block A, Phileo Damansara I, Jln 16/11,off Jalan Damansara,
46350 Petaling Jaya, Selangor Darul Ehsan  
Tel: 03-7954 9500      Fax:03-7954 9400   Website:www.fpam.org.my

Dear Members


Merdeka celebration this year was different as the Prime Minister announced the extension of RMCO to 31 December 2020. 

What is different is that many of our meetings and activities are mostly online.     Welcome, to the digital world.

Nevertheless, the show must go on!  Mark your calendars, my dear members, as at FPAM, we are busy preparing for the following events.

 

12 & 13 September: Online CFP Certification Exams

It will be a first for FPAM to conduct online exams.  We also ask for the patience of exam candidates as well as follow all instructions closely to ensure their success in writing these exams.   You will need to change from the way you would sit for on-ground exams, eg, ensure you do not need to go to toilet breaks for the duration.

 

26 September: Board Strategy Meeting for 2021-2023

The Board Members will be putting their heads together to strategize how to position FPAM moving forward to serve members better, promote financial planning and public financial literacy.

 

7 October:  FPAM Annual Signature Financial Planning Symposium

Sneak preview: this will be a 50/50 event.  Seats are limited to 250 and it will be broadcasted for those who are out of Klang Valley.  Announcements will be made soon via email, stay tuned to all emails from FPAM.

 

We have also launched a Pilot 1-to-1 Complimentary Financial Consultation and if you are not an LFP yourself but have friends or relations needing to speak to one, please get them to click here to get more info and register themselves from FPAMFLY FB.  Duration is August 15 to September 25 2020.

 

With that, I would like to wish all members Happy Malaysia Day and continue to stay safe, healthy and well.  


Thanks & Best regards

Linnet Lee, CFP CERT TM, IFP®

Chief Executive Officer
Financial Planning Association of Malaysia
Unit 305, Block A, Phileo Damansara I, Jln 16/11,off Jalan Damansara,
46350 Petaling Jaya, Selangor Darul Ehsan  
Tel: 03-7954 9500      Fax:03-7954 9400   Website:www.fpam.org.my

CEO Message (August 2020)

 

Dear Members

Selamat Hari Raya Aidladha to all Muslim members.  An auspicious end to the month of July comes with an extension of Moratorium by the Prime Minister.  This translates to extended respite for your clients and their personal finances whom you are doing your best to help.

 

In uncertain times, we certainly need to adapt to situations, hence the CEE team at FPAM will be running online CE Workshops until further notice.  This is in the interest of the safety and health of members, facilitators, our Chapter Committee and FPAM Staff.  We ask for your understanding and patience. 

 

Here is a chronology of events for the rest of the year:

 

September 2020: CFP Exams will be run online.

 

October 2020:      Work-in-progress for a 50/50 online/on-ground Symposium.  This is subject to MOH and PMO directives on nearer the date.  CEE team is on standby to switch to fully online if need be.

 

November 2020: AGM is planned to be conducted online nationwide to enable more members to attend.  Board Members will be coming together for the live broadcast to ensure the stability of the internet connection. 

 

Until then, do keep safe and observe all MOH guidelines on social and workplace interaction.   The Board and Secretariat would also like to wish all members Selamat Merdeka this month-end.

 

Best regards

Linnet Lee, CFP CERT TM, IFP®

Chief Executive Officer
Financial Planning Association of Malaysia
Unit 305, Block A, Phileo Damansara I, Jln 16/11,off Jalan Damansara,
46350 Petaling Jaya, Selangor Darul Ehsan  
Tel: 03-7954 9500      Fax:03-7954 9400   Website:www.fpam.org.my
 

CEO Message (July 2020)

Dear Members 

We trust that all of you are keeping safe and well as we come to the end of our RMCO and restrictions are being removed stage by stage.  Nevertheless, it still pays to be careful especially for those who are immunosuppressed, with aged relations and/or young children at home.

What has changed?  Here is the new normal for the FPAM service level.  We ask for your understanding and cooperation as we all adjust to the new normal.

FPAM will continue to operate with staff working on rotation.  This is expected to go on until the end of the year unless situations improve tremendously.   If you have any enquiries, please drop an email as follows:

1.      Exams & membership matters: membership@fpam.org.my attention: EER Team

2.      Workshops & events matters: events@fpam.org.my attention: CEE Team

3.      Payment matters: shangkary@fpam.org.my attention: FAIT Team

4.      Multiple matters: buildmembers@fpam.org.my attention: ML Team

5.      IFP matters: ifp@fpam.org.my Attention: IFP Team

Our teams are able to attend to your emails when they WFH and you will get a faster response than calling as the person who took your call earlier may not be in the office the next time you call.  

Online CEW will continue as it gives an opportunity to members staying in the outskirts to attend with minimal expenses.  It will be an eAGM as we work with the Board on dates and logistics.  We are planning for an on-ground Symposium in October 2020.  Stay tuned for more details.   

The EER team is working fast to pilot online CFP exams so that our members can complete their CFP certification programme.  This is to protect candidates and staff from exposure to unnecessary infection risks.   If successful, we will work on having more such exams.  We need our members who are sitting for exams to cooperate with the guidelines provided as the online invigilation will be different from on-ground exams with invigilators. 

There is no on-ground FPSB Global Meeting, so we have more web-based meetings so that we are still in touch with global changes in the financial planning profession.

And, to end this message, I would like to wish all Muslim members Selamat Hari Raya Haji and happy holidays to all members come month-end.

Best regards

Linnet Lee, CFP CERT TM, IFP®

Chief Executive Officer
Financial Planning Association of Malaysia
Unit 305, Block A, Phileo Damansara I, Jln 16/11,off Jalan Damansara,
46350 Petaling Jaya, Selangor Darul Ehsan  
Tel: 03-7954 9500      Fax:03-7954 9400   Website:www.fpam.org.my