.:: Certified Financial Planner - Malaysia's KMDC CFP Programme: Latest News and Events ::.

Ø To provide latest information on the development of financial planning industry in Malaysia and the region.

Ø To provide latest information on regulatory bodies legislations and licensing requirement.

Ø What is the difference between Financial Planner and Financial Adviser? Tied Financial Planner and Independent Financial Planner?

Ø Role of a Financial Planner

Ø Challenges and career path for financial planner

Ø Sharing the successful Australian financial planning practice model

Who should attend:-

Ø Qualified/ student members of CFP

Ø Licensed & practising financial planners

Ø Those who wanted to join financial planning industry.

Speaker 1: Mr. Alfred Sek, CEO of Standard Financial Planner Sdn Bhd

Alfred Sek is the CEO of Standard Financial Planner (SFP), a company he co-founded in 1999 and is currently the largest independent financial planning company in Malaysia. With Alfred at the helm, SFP has grown over the last nine years to become the leading financial planning group in Malaysia. Two years ago, SFP took advantage of an international opportunity and joined forces with Professional Investment Services, Australia’s largest financial services group that operates globally across seven countries. By learning from the experience and success of their equity partner as well as leveraging off the opportunities a global group can provide, SFP is now setting unprecedented benchmarks within the financial planning industry in Malaysia. Alfred has 25 years experience within the financial services industry during which he achieved three times for the Million Dollar Round Table (MDRT) and has spoken in various platform covering subjects like Risk Management, Financial Planning Best Advice Practice and other related fields. A qualified Chartered Financial Consultant from The American College, Alfred is also a Senior Associate member of the Australian and New Zealand Institute of Insurance and Finance and a Registered Financial Planner from Malaysian Financial Planning

Speaker 2: Mr. Tang Khan Loon, Head of Distribution of Standard Financial Planner Sdn Bhd

Tang graduated from Monash University, Melbourne, Australia and holds an Honours degree in Mechanical Engineering.Tang has been involving himself in the financial services industry for more than 10 years now. He started by attaining his ChFC qualification in 2000 and begun his own practice in 2001. The following year, 2002, he became director in a subsidiary of the largest financial planning group from Singapore. He started lecturing Certified Financial Planner (CFP) Course in KMDC from 2005 to 2006. Tang joined Standard Financial Planner Sdn Bhd (SFP) in May 2005 as Penang State Manager and relocated to Head Office to as the Head of Distribution in Malaysia in Dec 2006. Tang was also appointed as the Director of SFP Group of Companies in Dec 2007.

A MODEL OF EXCELLENCE - THE BOS

A model of excellence is what we need both in life and in our career or business.. I am convinced that everyone who wants to succeed in life needs a BOS to lead and direct us towards our goals or dreams. THE BOS helps us to lay the very foundation not only for our business but also for our individual's success in life. THE BOS shows us a realistic and effective approach towards building our business and lives. It guides us through a process of self awareness and shows us what must be done and how to do it to create success through THE AREAS OF EXCELLENCE.AND THE 3 Ps PRINCIPLE.

There are much more to be shared and to pen a brief synopsis of it would seems injustice to a powerful tool to equip an individual for success . Why not join us for a 2 hour session on 21st June 2008 to discover WHAT and WHO is THE BOS.

Without sacrifice there can be no VICTORY! Come and spend a fruitful Saturday with us.

Speaker: Ms. Audry Chan

Speaker’s Profile:
Audry Chan is a firm believer and is totally committed to the development of Human Potentials. Her personal vision is to build vibrant people in all walks of life with great visions, focus and set goals with good moral values in living out their lives.

She strongly believes that every individual is capable of maximizing his/her own abilities and talents that when laid into actions will contribute towards the growth of his/her organization, nation building and oneself, in achieving personal victories, living out a balanced life. The individual can and shall become Man and Woman of Excellence, having integrity, living lives with full filled commitments, accountabilities, and responsibilities with strong leadership qualities.

Audry holds degrees in Behavioral Science, Hotel Management and a Diploma in Human Resource Management. Audry is also an NLP and Time Line Practitioner.

Audry started her career in the hospitality industry, as human resources manager and moved on to head the division as Director of HR involved in all aspects of Training, and being posted on assignment in and around the Asia Pacific Region - Hong Kong, Australia, Vietnam. She was later as the Executive Director with MATA and served the 6 ASEAN Countries as their Secretary General for FATA (Federation of ASEAN Travel Associations.) Audry’s last appointment was with ICC as Management Consultant in 1997 and later she embarked on the quest as entrepreneur in her own training establishment – Human Impact Sdn Bhd and conducted training in the regions of Malaysia, Singapore and the Philippines over the last 10 years.
Audry is also one of KMDC’s lead facilitators in the new Personal Development and Transformation series.

a) Saving 30% to 80% of property loan interests
            b) Shorten repayment tenure by 5 to 15 years
            c) Retirement planning matching
            d) Children’s Higher Education matching
            e) Owning multiple property
            f) Owning larger property
            g) Living a deft free lifestyle
4.         REFINANCING VS MRP
5.         ADVANTAGES AND DISADVANTAGES OF REFINANCING

Speaker: Mr. Franciss Chin
Managing Director, Independent Mortgage Consultant
MRP Advisory Services Sdn. Bhd.

Speaker’s Profile:
Franciss Chin had 23 years of experience in Marketing of Retail Financial Services, a part-time RFP lecturer and was a former Bank Officer. His strength and expertise are in selling skills, training, coaching, recruitment, motivation and supervision. He has contributed articles to Financial Magazines such as ‘Personal Money’ and ‘Own A House’ magazine. He is now currently moving into the new era of Financial Planning.

Company Profile:
MRP ADVISORY SERVICES SDN BHD - (Registration Number 533977-D) was incorporated on 6th December 2000 and specializes in Mortgage Interest Reduction Consultancy. We assist commercial or non-commercial property owners with housing, land or factory building loans to reduce their interest payable to financial institutions and at the same time shorten the tenure of their loans, using the latest technique and technology. This service existed in the Developed Nations since 1988 and is popularly called the Equity Acceleration Program (E.A.P.).

Title: “FASTER AND EFFICIENT ASSET DISTRIBUTION – HOW?”

Speaker: En. Azhar Iskandar Hew

Speaker’s Profile:
Azhar 002

En. Azhar Iskandar Hew is the General Manager of Rockwills Trustee Berhad and holds the Bachelor of Laws (Honours) degree from the University of London. He has 10 years experience in the estate planning industry as a will & trust specialist, trainer and conference speaker. Over the years he has trained about 5000 people primarily from leading financial institutions and life insurance companies as well as financial planners in Malaysia, Hong Kong and Singapore. He is one of the few advocates of Islamic estate planning in this country. He was approved by Securities Industry Development Centre (SIDC) as a facilitator to conduct Trust Planning Training and was appointed as one of the Technical Advisor for a financial planning company. His current scope of work includes advising on legal aspects and compliance matters regarding Estate Planning, Private Trust and Corporate Trust services. He contributes regularly to Smart Investor and Malaysian Business on the area of Estate Planning and Private Trust.

Company Profile:
Rockwills Corporation Sdn Bhd is a member of Rockwills International Group. It is the first Company to provide personalised Professional Will-Writing and Professional Custody Services with a paid-up capital of RM3.5 million. Currently Rockwills Corporation is the market leader and No. 1 in Professional Will-Writing company in Malaysia.

The business of Rockwills Corporation Sdn Bhd was launched on 23 August 1995. It is a subsidiary under Rockwills International Group. Its core business is providing Professional Will-Writing, Professional Will Custody and Trust Services from Rockwills Trustee Berhad through the appointment of Professional Estate Planner based on a franchise format.

Speaker: Mr. Lee Kwan Leong

Speaker’s Profile:
Lee Kwan Leong is a result-oriented and versatile people development professional. Kwan Leong’s approach to organizational people development was firmly linked to business goals, measurable improvements and last but not least, universally accepted values and best practices.

Kwan Leong was very much involved in sales and marketing. It was in 1998, that he took on an opportunity to involve himself in a marketing organization called Omegatrend (M) Sdn Bhd. Within this organization he has achieved an admirable position of Executive Premier with group sales of exceeding RM 100,000 per month. His incentive then was solely based on his ability to sell consumable products and services under a brand name and leading his team of people to do the same. Building on this, he has since ventured in selling people development programs and training to large corporations. To date, clients that he has served include HP, Astro, CSA, SAP, Ambank, Bank Negara Malaysia, DHL and many more.

Kwan Leong is also a qualified Advocate and Solicitor (lawyer) where in the past he has practiced law for 7 years in various law firms, namely, Messrs. Shook Lin & Bok, Messrs. William Leong and Messrs. Allen & Gledhill (now known as Lee Hishamuddin Allen & Gledhill). Throughout his legal career, he specialized in litigation matters especially in Intellectual Property, Licensing, Franchise, Company law, Contract law and Commercial law. Apart from attending courts then, he was the head of the Litigation Department while he was with Messrs. William Leong. As a head, he also oversaw the business side of the department inclusive its quarterly performance and retaining existing clients.
Kwan Leong graduated from the University of Wales, Aberystwyth, United Kingdom with a LLB (Hons) degree in 1993. Thereon, he proceeded to obtain 2nd Class lower honors in his legal practice professional exams called the Certificate of Legal Practice (CLP). His CLP qualification was the top 20% of those who pass their CLP at that time.

Kwan Leong is also one of KMDC’s lead facilitators in the new “Innovative Strategic Business Management Series” and “Value Creation Marketing and Sales Series”.

TALK 4: Personal Transformation: the Power of NOW

Speaker: Ms. Audry Chan

Audry holds degrees in Behavioral Science, Hotel Management and a Diploma in Human Resource Management. Audry is also an NLP and Time Line Practitioner.

Speaker: Mr. Tang Khan Loon
Executive Director and Head of Distribution
Standard Financial Planner Sdn Bhd

Speaker’s Profile:
Tang graduated from Monash University, Melbourne, Australia and holds an Honours degree in Mechanical Engineering.

Tang has been involving himself in the financial services industry for more than 10 years now. He started by attaining his ChFC qualification in 2000 and begun his own practice in 2001. The following year, 2002, he became director in a subsidiary of the largest financial planning group from Singapore. He started lecturing Certified Financial Planner (CFP) Course in KMDC from 2005 to 2006.

Tang joined Standard Financial Planner Sdn Bhd (SFP) in May 2005 as Penang State Manager and relocated to Head Office to as the Head of Distribution in Malaysia in Dec 2006. Tang was also appointed as the Director of SFP Group of Companies in Dec 2007.

Company Profile:
§       Incorporated on the 9th August 1999
§       Obtained Investment Advisory License from Securities Commission on 22nd Nov 2004.
§       Obtained Financial Adviser License from Bank Negara on 1st Aug 2007.
§       Largest Independent Financial Adviser Dealer (IFA Dealer) Group in Malaysia.
§       Headquarter is located in Kuala Lumpur and 2 Licensed State Offices in Penang & Kota Kinabalu.
§       To date (as at Jan 08) we have 345 reps of which 109 are qualified Financial Planners with 42 CMSR licensed by Securities Commission and 30 FAR licensed by Bank Negara Malaysia.
§       SFP is a subsidiary of Professional Solution Planners Sdn Bhd (PSP) and Professional Investment Holdings Ltd has a shareholding in PSP since Oct 2005.
§       Professional Investment Services was founded in 1996
§       Professional Investment Services, an Australian Financial Services Licence holder, is the largest networks of accountants, financial advisers and life insurance brokers in Australia.
§       1 : 20 Australian is a client of PIS
§       Fund Under Advised A$18 Billion
§       Started with AUD200k in 1996 and is valued at AUD200 mil in 2005
§       AVIVA owned 25.4% stakes
§       Operate across 7 countries Australia, New Zealand, Singapore, Malaysia, Hong Kong, Beijing and Canada

Speaker: Robert Foo Jee Yee
Managing Director, MyFP Services Sdn. Bhd.

Speaker’s Profile: Robert is the Managing Director of MyFP Services Sdn Bhd, a licensed financial planning firm He is also the Executive Director of MyNetworth Advisors Sdn. Bhd.(owner of the Independent Financial Planners Network, iFPN brand). He has over 15 years experience in financial services through senior positions in commercial banks and a Life Insurance company.

He has served as the Vice President of the FPAM’s (Financial Planning Association of Malaysia) Board of Governors for years 2003 – 2005 and is also the Chairman of the FPAM Disciplinary Committee 2005. Robert was also Chairman of the FPAM’s KL Chapter and an active member of FPAM’s Board of Certification and Standards and also the FPAM Standards & Professional Review Committee. He was also involved with the Technical Committee on Personal Financial Planning of SIRIM to develop the Malaysian ISO Standards on Personal Financial Planning. He has contributed significantly to the development of financial planning throughout the country through talks organized by FPAM and has appeared in television programs including “Ringgit Sense” of TV3. His articles and opinions have been frequently published in various magazines including FPAM’s 4E Journal, Personal Money and The Oriental Daily.

Company Profile:
MyFP Services Sdn Bhd (MyFP) was incorporated in 2002 to offer Fee-only financial planning advisory and wealth management services. MyFP is licensed by Securities Commission Malaysia to provide the full range of personal financial planning services including cash flow management, investment, insurance, estate and tax planning and other personal financial planning services. For business owners, MyFP also provides consultancy in areas of business succession, continuation and exit planning and other business management advisory services.

MyFP takes a holistic and comprehensive approach to financial planning for our clients. We take an independent stance in our dealings to ensure that out advice and service will be impartial and objective and always place the client’s interest first. Our compensation and remuneration for our professional services and advice is primarily paid directly by the client rather than derived from commissions or other incentives from third party products and services that we recommended to our clients. We also practice transparency with regards to our advisory processes and compensation models. In our effort to offer total solutions to clients, we will use innovative technologies and services that would simplify our client’s lives and provide the convenience of working with professionals in MyFP.