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KUALA LUMPUR, July 5th - The new office bearers of the Association of Financial Advisers (AFA) were elected for the year 2021 - 2023 at its 10th Annual General Meeting (AGM) recently.

September 18, 2023
AFA COMMITTEE MEMBER FOR TERM 2021-2023

5th November 2020, Kuala Lumpur - The Association of Financial Advisers held it’s 9th Annual Conference via the ZOOM platform with the theme, “FA, The Financial New Norms”.

September 18, 2023
AFA 9TH ANNUAL VIRTUAL CONFERENCE

30 October 2019, Kuala Lumpur – Association of Financial Advisers (AFA) Malaysia had their 8th Annual Conference today at Sasana Kijang, Bank Negara Malaysia. This year’s theme of the conference is “LEVEL UP”.

September 18, 2023
AFA 8TH ANNUAL CONFERENCE 2019

SELANGOR: The Association of Financial Advisers (AFA) would like to inform all members that they have updated their committee lineup after the 6th Annual General Meeting which was held on Thursday, 20th June 2019.

September 18, 2023
COMMITTEE FOR TERM 2019 - 2021

SELANGOR: The Association of Financial Advisers (AFA) has recently organized their second Inaugural CEO and Management Workshop on 05th May 2019. The event that was held in Bukit Kiara Equestrian Club was definitely a successful one, managed by our Honourable Exco committees.

September 18, 2023
AFA INAUGURAL CEO AND MANAGEMENT WORKSHOP

SELANGOR: The Association of Financial Advisers (AFA) would like to inform you that Bank Negara Malaysia (BNM) has approved FA Industry Balanced Score Card (BSC) guidelines in January 2017 and would like to inform all Association of Financial Advisers’ members that the BSC will be strictly implemented starting on 1 January 2018.

September 18, 2023
BANK NEGARA MALAYSIA ON-SITE EXAMINATION

SELANGOR: The Association of Financial Advisers (AFA) would like to inform all members once again that Bank Negara Malaysia(BNM) has approved their official Service Guide for the Financial Adviser Industry. The latest version of the Service Guide has been uploaded and made available on AFA’s Website.

September 18, 2023
ASSOCIATION OF FINANCIAL ADVISER’S SERVICE GUIDE

SELANGOR: The Association of Financial Advisers (AFA) has been informed by Bank Negara Malaysia (BNM) that the final version of the Balanced Score Card (BSC) has been approved, which will be implemented starting from 1st January 2018. All Financial Advisers/Planners are advised to read up and commence a trial run starting from 1st January 2017 before the actual implementation date.

September 18, 2023
APPROVED BALANCED SCORE CARD (BSC) AND SERVICE GUIDE

SELANGOR: The Association of Financial Advisers (AFA) has been officially informed by Bank Negara Malaysia (BNM) that a number of Financial Adviser Representatives (FAR) have been found still to be tied as an insurance agent, in particular, with general insurance companies. BNM has reminded the Association that FARs are strictly not allow to become, or remain, as an insurance agent. AFA would like to urge all FA firms to ensure that their FARs to resign from their insurance agencies as soon as they are appointed by their firm.

September 18, 2023
FINANCIAL ADVISER REPRESENTATIVES NOT TO BE INSURANCE AGENT
Members
03-2149 0997
Unit C-12-4, Level 12, Block C, Megan Avenue II, 12 Jalan Yap Kwan Seng, 50450 Kuala Lumpur.
InsureDIY Sdn Bhd
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03-2783 0300
B-18-7, Block B Level 18, Megan Avenue II, No. 12, Jalan Yap Kwan Seng, 50450 Kuala Lumpur
Phillip Wealth Planners Sdn Bhd
Members
03-2303 1987
D-20-3A, Menara SuezCap, KL Gateway, 59200, Kuala Lumpur
TSI Wealth Planners Sdn Bhd
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Level 28-03-03A, PJ Exchange, No. 16A Persiaran Barat, Petaling Jaya, 46050, Selangor
ECL Advisory Sdn Bhd
Members
03-6414 8044
C-25-2, 3 Two Square, 2, Jalan 19/1, 46300 Petaling Jaya, Selangor
Axen Alpha Advisory Sdn Bhd
KOOL101 Interview - Tips to Avoid Being Scammed
KOOL101 Interview - Investment Scam (Clone Scam)
BBK Network Interview - Unlicensed Financial Guru [Public Service Anti-Fraud Video (Part 2)]
BBK Network Interview - How to Uncover Investment Scams? [Public Service Anti-Fraud Video (Part 1)]
CITYPlus FM Interview - Spotting Investment Scam and Discussing on Unlicensed Activity by Mr Anson
CITYPlus FM Interview -  Don't trust friends easily! What are the key investment considerations? by Mr Koo Chen Theng
CITYPlus FM interview – Understanding Alternative Investment, Financial Freedom is not a dream?! By Mr Yap Ming Hui
AFA Official Video 2023
AFA Yusuf Award
12th AFA Annual Conference 2023 – Embracing Change & Transformation
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