Financial Planning Association of Malaysia - Johor Chapter

Financial Planning Association of Malaysia - Johor Chapter Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Financial Planning Association of Malaysia - Johor Chapter, Nonprofit Organization, Johor Bahru.

FPAM Johor Chapter is dedicated to supporting and developing financial planning professionals in the southern region of Malaysia, upholding the highest standards of ethics, professionalism, and education in the field of personal financial planning.

Dear allFPAM Johor Chapter invites you to: Digital Assets in Financial Planning: From Speculation to Sensible Allocation...
10/07/2026

Dear all

FPAM Johor Chapter invites you to:

Digital Assets in Financial Planning: From Speculation to Sensible Allocation

The wealth management landscape is shifting. Investors are increasingly interested in digital assets.

Join us for an exclusive online session designed for financial planners, bankers, and fund management professionals to understand how digital assets can fit into a disciplined, long-term investment strategy.

Event Details:
📅 20 July 2026 (Monday)
🕗 8:00 PM – 9:30 PM
💻 Platform: Zoom Webinar
👉 CLICK HERE TO REGISTER NOW https://us02web.zoom.us/meeting/register/k0lR0WpWQrCI7aq9sCNakA #/registration

Why You Can't Miss This:
Master the Ecosystem: Understand key categories like Bitcoin, Ethereum, stablecoins, and tokenisation.
Shift the Mindset: Learn the critical difference between speculation, trading, and long-term allocation.
Communicate Confidently: Discover how to explain high-volatility asset risks to clients clearly.
Build the Blueprint: Find out how fund managers can structure crypto exposure more responsibly.
Protect and Grow: Navigate portfolio allocation, custody, suitability, and rebalancing.



16/06/2026

If investing were simply about picking the ‘best fund’, everyone would be successful. The reality is far more interesting…

Successful investing is NOT about luck. It comes down to understanding how markets work, having the right mindset, and following proven investment principles consistently.

Many investors focus on chasing returns, but few take the time to understand the fundamentals behind their investment decisions. This often leads to emotional reactions, poor timing, and missed opportunities.

Do register for this workshop ‘Successful Investment Strategies in Unit Trust Investments’.

During this session, we’ll explore:
✅ How investment markets really work
✅ Common mistakes investors make—and how to avoid them
✅ The golden rules of successful investing
✅ How investment returns are actually calculated
✅ The mindset and habits of successful long-term investors
✅ Real-life examples and practical insights you can apply immediately

Whether you’re a financial practitioner looking to strengthen your knowledge or someone who wants to better understand unit trust investing, this workshop aims to provide practical, actionable insights rather than just theory.

📅 20 June 2026 (Saturday)
🕘 9.00am – 1.00pm
💻 Zoom Meeting
🎓 5 FPAM CE Points
💰 Registration Fee: RM150


———————20 May 2026 ———————The committee spent the day at the FPAM Annual Signature Financial Planning Symposium 2026 — w...
26/05/2026

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20 May 2026
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The committee spent the day at the FPAM Annual Signature Financial Planning Symposium 2026 — where the conversations ranged from AI, Web3 and tokenisation… to the timeless mystery of why humans still make emotional financial decisions. 😅

A good reminder that while technology is evolving rapidly, trust, credibility and human connection remain at the heart of financial planning.

Also, apparently financial planners now need to understand psychology, technology, compliance, geopolitics and client emotions all at once. We truly are becoming the Avengers of finance. 🦸🏻‍♂️💼

Grateful for the insights, networking and meaningful discussions with industry peers.

-------------17 May 2026-------------Beyond networking.Stayed for the insights, ideas, and “wah I never thought of that ...
18/05/2026

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17 May 2026
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Beyond networking.
Stayed for the insights, ideas, and “wah I never thought of that before” conversations 😂

Today’s FPAM Johor “Beyond Networking” session was refreshing — less superficial pitching, more meaningful discussions about wealth planning, family offices, succession structures, and the future of advisory.

This is the kind of environment that reminds you why professional communities matter.

If you’re in financial planning and still wondering whether joining the CFP/FPAM circle is worth it… honestly, the conversations alone are valuable.

Thank you to Vicky Tan, General Manager of Timeless International Family Office for an engaging and eye-opening session on family offices and the complexities of cross-border wealth and legacy planning.

The financial landscape is evolving, and "standard" advice is often just the beginning for many clients. To truly serve ...
06/05/2026

The financial landscape is evolving, and "standard" advice is often just the beginning for many clients.

To truly serve at the highest level, we must understand the intricacies of Family Offices.
That's why our next BEYOND NETWORKING session is not to be missed!

We are bringing you face-to-face with Ms. Vicky Tan, a true practitioner with Timeless International Family Office.

Vicky specializes in UHNW advice and cross-border structuring—insights that go far beyond what most advisors typically encounter. This isn't just theory; it’s practical wisdom from real cases.

🤝 Join us at the FPAM Johor Chapter event to:

✅ Master the real dynamics of deep-dive client connections.
✅ Understand family office governance.
✅ Network meaningfully with fellow industry practitioners.

This session also includes our FPAM Johor Chapter Annual General Meeting (AGM) Combine essential business with unparalleled professional development.
Ready for a meaningful conversation? Secure your seat by registering below or scan the QR code. (Complimentary admission)

🗓 Save the Date: 17th May 2026, 2-5 PM
📍 Location: Melor House by Nurul, Jalan Skudai, Johor Bahru
🎟 Register: https://forms.gle/ggPu8QGFiUGg1tyB7

17/11/2025

On November 8th, we successfully conducted a Budget 2026 briefing for the public. The theme of the event is ‘Building Resilient Business for Tomorrow. The event was delivered by Mr. Lam Kwai Soon from Cheng & Co. and Ms Janice Lee from AHAM Capital.

Lots of insights we have learn. Among them were:

1) Retaining your talents through the PRS vesting scheme
2) Optimising business revenue via tax incentives
3) Supporting the Malaysian economy through tax planning

Hopefully, we have delivered a great event for Malaysians to nourish their financial literacy. Till we meet again in the future!

Tomorrow, FPAM Johor Chapter will be in University of Southampton Malaysia. We will be conducting financial literacy tal...
28/10/2025

Tomorrow, FPAM Johor Chapter will be in University of Southampton Malaysia. We will be conducting financial literacy talk to the students. Among the topics that we are going to cover is:

1) What is financial planning and why should you do it now?

2) How much is inflation in Malaysia and the cause of it?

3) Time, Value of Money

4) Asset classes

5) The role of Financial Planner in Malaysia’s economy

If you are the student of University of Southampton Malaysia, please don't forget to register for this event tomorrow. Hopefully the seat still available.

See you soon!

14/08/2025

A heartfelt thank you to Mr Teng Kong Yang from L&Co Chartered Accountants for sharing such valuable insights about e-invoicing at our recent webinar E-invoicing for Finance Professionals. Your expertise and knowledge truly gave our audience fresh perspectives and actionable takeaways.

For those who missed it (or want to rewatch your favourite parts), here’s the full session replay 🎥👇

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Johor Bahru
79### TO 81###

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