FPAM JB Chapter | FPAM新山分会 |
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Last Friday (18/3/2016), CFP holders in JB had a FPAM Networking Night cum discussion of setting up of its JB Chapter. FPAM CEO Linnet Lee and Board Member Nicholas Chu were here to meet us. | 上个星期五(2016/03/18),我们这些新山区的CFP会员参加了FPAM的交流见面会兼商讨设计新山分会的会议。FPAM的CEO Linnet Lee以及Board Member Nicholas Chu一同来与新山的CFP会员见面。 |
Both of them gave us updates of the development of the industry, the challenges and opportunities of being a financial planner. There is a huge potential in this industry. | 他们两位讲述了整个理财行业的发展,理财师的挑战以及机会。很明显的,这是很有潜能的行业。 |
During the discussion, many issues were brought up by attendees and the main is related to lack of CPE courses in JB, and also the costs to attend one in KL. | 在交流阶段,有几个课题被提起,而最被问及的课题当属新山区没有CPE课程以及去吉隆坡上课的高费用。 |
To the issues, Linnet explained FPAM stressed on quality of lecturer and course content, and thus the higher course fee. Anyway, to solve the issues, a JB Chapter is needed to organize courses locally at lower cost. | 对于这个课题,Linnet解释因为FPAM坚持讲员以及课程的素质的关系,费用会稍微偏高。无论如何,为了解决问题,设计新山分会来安排课程以及降低费用是刻不容缓的。 |
We are glad twelve CFP holders volunteered to be the protemp committee members to kick start the set up of JB Chapter. They will be cooperating with Secretariat to officially form the Chapter. | 我们很高兴看到12位CFP持有人愿意自愿成为新山分会的初批理事。他们将与秘书处紧密合作来正式设立分会。 |
To me, I have been looking forward to such day for a long time. Finally, we have opportunity to gather and meet other CFP holders. There are so many of us but we never get to meet. | 对我而言,我一直期待着这么一天。我们终于有机会跟其他的CFP会员见面交流。新山区有很多会员但从没见过面。 |
Of course, I will be looking forward to the upcoming CPE courses. All the while, we had to travel to KL or Malacca to attend one, and it's quite costly and time consuming. Hopefully, we will have many great teachers to share and guide. | 我也很期待往后的CPE课程。一直以来,我们必须舟车劳顿往吉隆坡或马六甲参加课程。很期待会有更多很棒的老师来授课与分享。 |
Then I hope this Chapter will greatly motivates public to take up CFP course and financial planner as a career. One of the Chapter's work is to educate public on financial planning. Once more and more people aware of it, the demand will be high. | 我也期盼这个分会能够大大的激励民众来研读CFP课程、来成为理财师。分会的其中一项任务就是教育民众关于理财。相信随着越来越多了解理财的重要性,这一方面的需求必定会更高。 |
Lastly, I hope this will be a great platform where planners can meet and share experiences. The experiences from the seniors and experts will greatly benefit us and the industry as a whole. | 最后,我希望这里将成为理财师见面交流的平台。前辈们和专家们的经验是对我们这些后辈而言,是非常非常宝贵的。 |
Though I am not in the committee, if you any questions on the Chapter, upcoming CPE course or CFP course, you are welcome to email me at sateo7689@yahoo.com. | 虽然我不是理事会的成员,但如果您有关于分会、CPE课程或CFP课程方面的课题,欢迎您电邮至sateo7689@yahoo.com。 |
Tuesday, March 22, 2016
100 FPAM JB Chapter is coming!
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