Whether you are a capital market professional, a unit trust consultant, or a financial planner, you need to keep learning and growing to meet the challenges and opportunities of the dynamic and competitive industry. That’s why we offer a range of continuing education programmes that are designed to help you achieve your professional goals and maintain your registration, certification, or membership with the relevant authorities and associations.

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Our continuing education programmes include:

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• Continuing Professional Education (CPE) Programmes: These programmes are for capital market professionals in Malaysia, such as CMSRL holders and ERPs. They are aligned with the Industry Competency Framework, which defines the competency levels and learning outcomes for different roles and functions in the capital market. You need to obtain a minimum of 20 CPE points in a year to renew your registration with the Securities Commission Malaysia (SC). By attending these programmes, you will gain the relevant knowledge and skills to perform your duties effectively and ethically in the capital market.

• Continuing Professional Development (CPD) Programmes: These programmes are for unit trust consultants (UTCs) in Malaysia. They cover both industry-related and soft skills topics. Industry-related topics include product knowledge, regulatory updates, market analysis, and investment strategies. Soft skills topics include communication, presentation, negotiation, and customer service skills. You need to obtain a minimum of 16 CPD points in a year to renew your registration with FIMM. By attending these programmes, you will keep up with the changing market conditions and investors’ expectations, as well as enhance your confidence and credibility in the unit trust industry.

• Continuing Education (CE) Programmes: These programmes are for financial planning professionals in Malaysia, such as CFP certificants and FPAM members. They cover topics related to financial planning and its related disciplines. You need to obtain a minimum of 20 CE points in a year, and CE points are also recognized by the Securities Commission Malaysia (SC) and Bank Negara Malaysia (BNM) for the licensing and registration of financial planners. By attending these programmes, you will update your knowledge and skills, as well as adhere to the ethical standards of the profession. CE also enhances the public trust and recognition of the CFP mark as the gold standard in financial planning.

Don’t miss this opportunity to learn from the experts and network with your peers. Enroll in our continuing education programmes today and take your career to the next level!

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