Breadcrumb

Download Professionl Ancillary Services Directory

 

Nested Applications

Associations

Associations

Asset Publisher

null Financial Planning Association of Malaysia

Financial Planning Association of Malaysia

Financial Planning Association of Malaysia


Over 8,700 members comprising of fully qualified professionals as well as those pursuing the CFP and IFP credentials.

The Financial Planning Association of Malaysia (FPAM) is a non-profit organisation formed in 1999 with a mission to establish the global CFP mark as the leading symbol of excellence for personal financial planning in Malaysia.
 
The association is represented by a group of corporate and professional individuals that in turn represents the diverse financial services industry - covering insurance, unit trusts, banking, legal services, stock broking, accounting services and assets management.
 
FPAM educates the Malaysian public on the benefits of financial planning and raises the level of professionalism in the delivery of financial products through a comprehensive and holistic approach.
 
FPAM is the marks licensing authority for the Certified Financial Planner (CFP) marks in Malaysia through an agreement with the Financial Planning Standards Board in the United States. The CFP credential is a rigorous certification program that is recognised internationally as well as by Bank Negara Malaysia and the Securities Commission in Malaysia.
 
FPAM together with IBFIM, also offers the Islamic Financial Planner (IFP) certification program for professionals. This program was created by FPAM in response to the growing importance of Islamic and Shariah-compliant financial products worldwide.
 
FPAM has entered into academic collaborations with local institutions of higher learning to promote both its CFP and IFP certification programs. The objective of the collaboration is to promote financial planning as a subject at the undergraduate level and as a career.
 
The association also works closely with regulatory and statutory bodies on relevant matters relating to the financial planning industry.
 
Since its inception till to date, more than 10,000 members have undergone or are undertaking its programs. FPAM has over 8,700 members comprising of fully qualified professionals as well as those pursuing the CFP and IFP credentials.


Contact details

Financial Planning Association of Malaysia
Unit 1109, Block A Pusat Dagangan,
Phileo Damansara II, No. 15, Jln 16/11,
Off Jalan Damansara,
46350 Petaling Jaya,
Malaysia
www.fpam.org.my

Patricia Chow
+603 7954 9500
E pchow@fpam.org.my

Top