Max Wealth Edu s/b CFP Program

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Max Wealth Edu s/b CFP Program We provide courses such as CFP & IFP Certification Program Max Wealth Education Sdn Bhd is a leading Financial Literacy Provider. We provides course as below:
1.
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Certified Financial Planner (CFP)Certification programs appointed by Financial Planning Association of Malaysia (FPAM)
2. Islamic Financial Planner (IFP) Certification programs appointed by Finance Institute Malaysia (IBFIM) as Learning Provider.
3. CPE/CPD accredited courses. Please feel free to call 019351
8829 / 0193548829 or email: [email protected]

🏠 PROPERTY AGENTS & INVESTORS — DO YOU REALLY UNDERSTAND THE TAX IMPACT OF A PROPERTY DEAL?A good property decision is n...
06/10/2026

🏠 PROPERTY AGENTS & INVESTORS — DO YOU REALLY UNDERSTAND THE TAX IMPACT OF A PROPERTY DEAL?

A good property decision is not only about buying price, selling price and rental return. The tax consequences can also significantly affect your actual profit.

Join our upcoming Tax Planning Course, specially designed for Property Agents, Property Investors and anyone involved in property transactions.

📚 Key Topics Covered
✅ Real Property Gains Tax (RPGT) & Capital Gains Tax
- What constitutes real property
- Acquisition price vs. disposal price
- How chargeable gains are calculated
- RPGT exemptions and applicable tax rates
- Relief for losses
- Transfer of property to a family-controlled company
- Tax implications involving real property companies
- Administration and payment of RPGT
- Capital Gains Tax considerations

✅ Taxation of Trusts & Estates in Malaysia
- Income tax treatment of trusts
- Residence and chargeability of trusts
- Distributable income and beneficiaries
- Tax computation for trusts
- Tax administration of estates
- Income tax treatment of deceased estates and beneficiaries
🎁 SPECIAL PACKAGE
🔥 Course Fee: Only RM490
🎓 Includes a FREE Tax Minimisation Class

📹 Unable to attend the live class? No worries!
All registered participants will receive access to the class recording for 30 days, so you can replay and review the lessons at your own pace.

This is a valuable opportunity for property professionals to better understand the tax issues that may arise when advising clients, structuring transactions or managing your own property portfolio.

🎤 Speakers:
Lee Chia Yee — Member of ICAEW & MIA, HRD Corp Accredited Trainer
Wei Hong — Licensed Tax Agent, Chartered Tax Practitioner (CTIM), Chartered Accountant (MIA)
📅 Date: 18 October 2026
⏰ Time: 9:30 AM – 5:30 PM
📍 Venue: PJ Uptown Academy
💻 Online option: Zoom Class

👉 Register here:
https://forms.gle/4Bxsdpkz2HorQpCm6

Smart Property Decisions Start with Smart Tax Planning.
Tag a property agent, negotiator or investor who should attend this class! 🏠📊

🤖 EVENT 2: BEYOND RISK PROFILES 🎯 One Risk Profile ≠ One PortfolioWhat if two clients have the exact same risk profile… ...
05/10/2026

🤖 EVENT 2: BEYOND RISK PROFILES
🎯 One Risk Profile ≠ One Portfolio

What if two clients have the exact same risk profile… but should NOT have the same portfolio? 🤔

Because a client's portfolio is about more than just a risk score.

Their goals, time horizon, cash flow, existing investments, financial commitments and personal circumstances all matter.

And this is where financial planning gets interesting. 🚀

Join us for a practical session on:

💡 Constructing Hyper-Personalized Portfolios with AI

🎤 Speaker: Ng Yeunn Ject
Chief Strategy & Operations Officer

📅 12 October 2026 (Monday)
⏰ 8:15 PM – 9:45 PM
💻 Online via Zoom

🔥 WHAT WILL YOU LEARN?

✅ Why one risk profile doesn't mean one portfolio
✅ How to turn client information into actual portfolio decisions
✅ How to adapt model portfolios to real client situations
✅ Asset allocation & diversification in practice
✅ Using Thaleon Portfolio X-Ray & AI-supported tools
✅ Analysing portfolio exposures and trade-offs
✅ How to explain recommendations professionally to clients
✅ When and how to review a portfolio as circumstances change

🤖 The future of financial planning isn't just about knowing a client's risk profile.

It's about asking:

“What portfolio makes sense for THIS client?”

🎁 SPECIAL GIFT FOR MAX WEALTH STUDENTS
A special gift awaits students attending the workshop!

🚀 Don't just build a portfolio based on a risk score.
Learn how to build a portfolio around the CLIENT.

👉 REGISTER NOW:
https://us02web.zoom.us/meeting/register/-rOUBlqeRS2YYzT3FljyKA

See you there!

📢 TAX PLANNING 2-DAY CLASS – NOW OPEN TO PUBLIC!Tax Planning is not only important for CFP® students — it is also highly...
28/09/2026

📢 TAX PLANNING 2-DAY CLASS – NOW OPEN TO PUBLIC!
Tax Planning is not only important for CFP® students — it is also highly relevant for anyone involved in financial services, property, investment and client advisory work.

We are now opening this 2-Day Tax Planning Class to anyone who is interested in learning practical tax planning, including:
- Property Agents / Real Estate Negotiators
- Insurance Agents
- Unit Trust Consultants
- Financial Advisers / Planners
- Estate Planners
- Business Owners
- Bankers
- Investment Professionals
- Anyone who wants to better understand Malaysian tax planning

The class will cover:
✅ Topic 5 – Managing Personal Income Tax
✅ Topic 6 – Income Tax Minimisation Techniques
✅ Topic 7 – Real Property Gains Tax & Capital Gains Tax
✅ Topic 8 – Taxation of Trusts & Estates in Malaysia

You will learn from experienced tax professionals:
👩‍🏫 Lee Chia Yee
HRD Corp Accredited Trainer | ICAEW Member | MIA Member | CFP® Professional

👨‍🏫 Wei Hong
Licensed Tax Agent | Chartered Tax Practitioner | Chartered Accountant | Accredited Trainer

📅 Dates: 3 October & 17 October 2026
⏰ Time: 9.30 AM – 5.30 PM
📍 Venue: PJ Uptown Academy
💻 Online Option: ZOOM Class

For Public:
Normal fees RM980
Now RM390 for 2 days!
Or RM250/day
Allow for 30days replay recording videos.

Whether you are preparing for CFP® Module 4 or simply want to strengthen your knowledge in personal tax, RPGT, capital gains tax, trusts and estates, this class is designed to give you a stronger practical understanding of how taxation affects financial and client planning. Syllabus-Topics-Module-4-Retire… Syllabus-Topics-Module-4-Retire…

🎯 If your work involves money, property, investment, protection or client advisory, tax knowledge can help you provide more complete and professional advice.

👉 Registration Form:
https://forms.gle/Rt3kbHo3ySa6Ls4L9

📞 Contact us for registration and further information:
013-343 8829 / 019-354 8829
Max Wealth Education Sdn Bhd

🎓 Celebrating Our Graduates at FPAM Graduation Day 2026!We are proud to celebrate our Max Wealth Education graduates at ...
12/09/2026

🎓 Celebrating Our Graduates at FPAM Graduation Day 2026!

We are proud to celebrate our Max Wealth Education graduates at the FPAM Graduation Day 2026, held on Saturday, 12 September 2026 at Sunway College, Jeffrey Cheah Hall.

It was a meaningful and memorable occasion as our graduates celebrated an important milestone in their professional journey together with fellow CFP® and Islamic Financial Planner graduates.

Congratulations to all our graduates! 🎉 Your commitment, perseverance and hard work have brought you to this proud moment.

At Max Wealth Education, we are honoured to be part of your learning journey and look forward to seeing each of you continue to grow and make a positive impact in the financial planning profession.

Once again, congratulations to the Class of 2025/2026! 🎓👏

🌙 Expand Your Career into Islamic Financial Planning📚 Become an Islamic Financial Planning Professional — Online Program...
11/09/2026

🌙 Expand Your Career into Islamic Financial Planning
📚 Become an Islamic Financial Planning Professional — Online Programme

Are you currently involved in financial planning, insurance, banking, unit trust, wealth management or financial services?

Malaysia’s financial planning market is becoming increasingly diverse. Understanding Islamic Financial Planning can help you broaden your professional knowledge and better serve clients who are looking for Shariah-compliant financial solutions.

Max Wealth Education is now opening enrolment for our upcoming Islamic Financial Planning Programme, conducted fully ONLINE and guided by experienced professionals.

🎓 Guided by Zarinah Mohd Yusoff
Academic Fellow at IIIBF | Shariah Committee Member | Experienced Islamic Financial Planning educator and practitioner

📅 Programme Dates
26 Sep 2026
4 Oct 2026
10 Oct 2026
24 Oct 2026
31 Oct 2026
7 Nov 2026

💻 Mode: Online

💰 Programme Fee
Standard fees RM2405,
🔥 Special Fee NOW: RM1,999 only

Whether you are building your career in financial planning or looking to strengthen your professional capabilities, this programme gives you an opportunity to develop a stronger understanding of Islamic wealth management and financial planning concepts.

👉 Interested to join? Enrol here:
https://www.maxwealth-edu.my/enrollment/
*Tick IFP Challenge Status
In Special Code column key in "IFP 2026"

📞 For enquiries:
013-343 8829
019-354 8829

Max Wealth Education
We Grow by Trust

A Meaningful Milestone. A Memorable Day. And Most Importantly — A Heartfelt Thank You. ❤️The MAX WEALTH Professional Rec...
28/08/2026

A Meaningful Milestone. A Memorable Day. And Most Importantly — A Heartfelt Thank You. ❤️

The MAX WEALTH Professional Recognition & Wealth Industry Forum 2026, held on 25 August 2026 at Dorsett Kuala Lumpur, has officially come to a meaningful conclusion.

As we look back through the photographs from that day, we are reminded that this event was never simply about organising another forum, conducting another ceremony, or bringing people together for one afternoon.

It was about people, partnerships, professional development, and a shared belief in the future of the financial planning profession.

The idea for this event began with a simple conversation a few months ago — a discussion about the challenges facing our industry, how financial planning practices can continue to grow, and how we can create greater professional, enterprise and long-term value for the profession.

That conversation eventually became two important initiatives:

🔹 The Wealth Industry Forum, bringing together different perspectives from financial planning, advisory, entrepreneurship and the capital market; and
🔹 The official launch of the Practical Training Programme for Financial Planning Education Graduates, an initiative designed to help graduates move beyond academic knowledge and gain greater exposure to the realities of professional financial planning practice.

At MAX WEALTH Education, we have always believed that education should be more than passing examinations and obtaining certificates.

Our responsibility is to help our students become better, more competent and more responsible professionals — professionals who continue to uphold integrity, professionalism, responsibility and always place the interests of clients first.

This event could not have happened without the tremendous support of so many people.

Our sincere appreciation goes to Mr. Yap Ming Hui and Whitman Independent Advisors Sdn Bhd for believing in this initiative, supporting our vision and joining us as our strategic partner in developing practical training opportunities for financial planning graduates.

Our heartfelt thanks also go to Mr. Ching Chee Pun, Mr. Wong Ken Fai and Datuk Dr. Chua, who generously contributed their time, experience and perspectives to our Wealth Industry Forum.

A very special thank you to our Commencement Speaker, Prof. Dr. Wong Chin Yoong, for sharing his wisdom, experience and inspiring thoughts with our students and graduates as they move forward into the next chapter of their professional journey.

We would also like to express our sincere appreciation to Ms. Alice Wong and FPAM for their continuous support towards financial planning education and the development of the profession, as well as to THALEON Sdn Bhd for supporting this meaningful event.

Thank you also to our emcees Marcus and Chloe, our speakers, panelists, distinguished guests, sponsors, industry partners, friends, graduates, students, team members and everyone who contributed — whether on stage, behind the scenes, through an introduction, a suggestion, a helping hand, or simply by saying:

“Yes, I will support you.”

Every contribution mattered.

To all our CFP® and IFP graduates who joined us for the Professional Recognition Ceremony — congratulations once again.

Receiving a certificate marks an achievement, but we hope this occasion also reminded everyone that professional education is not the end of the journey.

It is the beginning of a greater responsibility.

Knowledge tells us what we can do.
Skills teach us how to do it.
Technology enables us to do it faster.
But our principles remind us what we should do — and why we should do it.

Markets will change. Technology will change. AI will certainly change our profession.

But integrity, professionalism, responsibility and putting our clients' interests first should never change.

From everyone at MAX WEALTH Education Sdn Bhd, thank you for believing in us, supporting our students, supporting this event, and most importantly, joining us in our effort to build a stronger and more professional future for Malaysia's financial planning industry.

📸 We are delighted to share the memorable moments from the MAX WEALTH Professional Recognition & Wealth Industry Forum 2026.

Please feel free to browse, share and save your photographs — and tag your friends and colleagues who were part of this special occasion.

Thank you for being part of our journey.
We look forward to creating many more meaningful milestones together.










🎓 **Interested in pursuing the CFP Certification Programme, but still undecided?**Are you looking to **transform or elev...
10/08/2026

🎓 **Interested in pursuing the CFP Certification Programme, but still undecided?**

Are you looking to **transform or elevate your career in financial services** and become a more professional adviser?

Would you like to discover how you can **turn your financial advisory career into a scalable business — and even explore the possibilities of building enterprise and capital value?**

Want to find out what makes the **Max Wealth Education CFP Programme** different, and how our Academy can support you step by step in turning your career aspirations into reality?

🌟 **Now is your golden opportunity!**

For only **RM218**, join us at our upcoming **Academy Day** and experience for yourself why our students choose **CFP Certification** — and why they choose **Max Wealth Education** for their CFP journey.

At Academy Day, you will:

✨ **Learn from leading industry professionals** as they share their insights and experiences on how to transform a financial advisory practice into a sustainable business — and explore its potential for further growth and capitalisation.

✨ **Discover how you can progress from an agent to a professional financial adviser**, step by step.

✨ **Take a closer look at your future career direction** and think about how you want to build the next stage of your financial services career.

There are many possible career paths:

**Personal Sales → Personal Advisory → Building an Agency Team → Professional Financial Planner → Building Your Own Financial Planning Firm**

**Which path is the right one for you?**

🤝 You will also have the opportunity to connect and exchange ideas with accomplished leaders from across the financial services industry, including representatives from **top financial planning firms, insurance agencies, unit trust agencies, unit trust companies, estate planning companies, and more.**

And here’s something special! 🎁

If you decide on the day to enrol in our **Professional CFP Certification Programme**, we will give you a **200% cash rebate on your Academy Day registration fee!**

💰 **Pay RM218 to attend Academy Day → Enrol in our CFP Certification Programme → Receive RM436 CASH BACK!**

Come and experience it first.

Understand the **CFP journey**, meet our **learning community**, hear directly from industry leaders, explore the different possibilities for your career — and then decide whether CFP is the right next step for you.

🚀 **Your next career breakthrough could start right here.**

**Register for Academy Day now!**

From Product Sales to Professional Financial PlanningAre you facing any of these challenges?You may have spent years in ...
06/08/2026

From Product Sales to Professional Financial Planning

Are you facing any of these challenges?

You may have spent years in insurance, unit trusts, banking or financial services, yet you are still uncertain about your next career move.

You want to transition from “selling products” to “providing advice,” but you are unsure how to select the right market, establish your positioning and conduct an advisory conversation.

You may have learned a great deal about financial planning, but have never seen how a professional financial planning firm operates—from fact-finding and plan construction to presentation, implementation, review and back-end support.

The Practical Financial Planning Programme is designed for those who are serious about building a career in professional financial planning.

This is not another course focused only on theory, products or motivation. It is a complete training journey covering positioning, methodology and practical application.

Three Stages to Build Real Financial Planning Capabilities
Stage 1: Know Your Own Position

Through an analysis of your aptitude, existing client base, capability gaps and future career opportunities, this stage helps you identify the career direction that best suits you and develop a clear 90-day action plan.

Stage 2: From Push Selling to Advisory Sales

Learn how to select the right target market, establish your professional positioning, develop a referral system and conduct an advisory conversation that can honestly end with the conclusion that the client does not need to purchase anything.

Stage 3: Practical Training Programme

Over eight weeks, practising financial planners will guide participants through the complete operations of a professional financial planning firm, including:

Investment philosophy and asset allocation
Portfolio recommendations and presentations
Client fact-finding and comprehensive financial planning
Plan implementation, review and follow-up
Compliance, documentation and back-end systems
How AI is transforming the future of financial planning services

The full programme consists of approximately 32 contact hours over 10 weeks, helping participants progress from knowing, to doing, and finally to truly understanding how a professional financial planning firm operates.

Who Is This Programme For?
Insurance and takaful practitioners
Unit trust and PRS consultants
Bank-based financial advisers
Financial adviser representatives
Financial planning graduates
Career transitioners entering the financial services industry
Anyone who wants to move from product sales to professional advisory services
What Will You Gain?

Upon completing the programme, you will have greater clarity on:

Whether you are best suited to become an individual producer, agency leader, licensed financial planner or future firm owner
How to select the right client segment instead of developing the market blindly
How to establish a professional position that people can remember and confidently refer to others
How to conduct a genuine client-centred advisory conversation
How a professional financial planning firm takes a client from fact-finding to implementation and long-term review

True transformation is not simply about changing your title.

It is about rebuilding your market, methodology, capabilities and professional value.

Programme Organiser: Max Wealth Education Sdn Bhd
Collaboration Partner: Whitman Independent Advisors Sdn Bhd

Official Programme Launch

Those interested in learning more about the next intake are invited to attend the:

Max Wealth Education CFP IFP Financial Planning Day

The Practical Financial Planning Programme will be officially launched and opened for registration during the event on 25 August 2026 at Dorset KL Hotel.

Participants who register during the event will enjoy a discount of up to 90%.

Normal programme fee: RM2,999
Special event registration fee: RM299 only

Join us at the Max Wealth Education CFP IFP Financial Planning Day on 25 August 2026.

The event will also feature an in-depth discussion on the potential corporatisation and capitalisation of the financial planning industry.

Leaders from professional financial planning firms, insurance, unit trusts, estate planning and other financial sectors will participate, together with founders of AI-powered investment management platforms.

Date: 25 August 2026
Registration: 2:30 PM
Event: 3:00 PM–8:30 PM
Dinner: Included

Early-bird fee: RM218
Standard fee: RM250

Registration link:
https://forms.gle/7rB8qd4T5tZRMCW29

Contact Us

📞 013-343 8829 / 016-213 8819

Position. Method. Practice.

Start by understanding where you stand—and take the next step towards becoming a true financial planning professional.

🌟 You Are Invited to Our One-Day CFP Trial Class! 🌟Your First Step to Becoming a Trusted Financial PlannerAre you curren...
06/07/2026

🌟 You Are Invited to Our One-Day CFP Trial Class! 🌟
Your First Step to Becoming a Trusted Financial Planner

Are you currently in insurance, unit trust, banking, wealth management, estate planning, or financial advisory?

Many financial practitioners can explain products.

But a professional financial planner knows how to understand a client’s goals, analyse their financial situation, and provide structured planning advice.

Join our CFP Trial Class via Zoom and discover how CFP can help you move from product seller to trusted financial planner. The class will cover CFP value, Malaysia’s financial planning landscape, the financial planning process, retirement planning, and a practical retirement funding workshop.

📌 CFP Trial Class via Zoom
🗓️ Date: Saturday, 18 July 2026
⏰ Time: 9:30am – 5:00pm
💻 Venue: Online via Zoom
🎤 Speaker: Nicholas Chu, CFP, IFP
✅ Fee: FOC

In this trial class, you will learn:

✅ What CFP is and why it matters
✅ The value of professional financial planning
✅ Malaysia’s financial planning and licensing landscape
✅ How a financial planner thinks
✅ Retirement planning and retirement funding strategies
✅ How to build your retirement number

📲 Register in advance here:
https://us02web.zoom.us/meeting/register/yzEf2tijR66gCXrR6VOAJQ

After registration, you will receive a confirmation email with the Zoom joining details.

Take the first step in your CFP journey today.
See you online! 🚀

Address

11-1, Jalan KLJ 6, Taman Kota Laksamana Jaya, Melaka
Malacca City
75200

Opening Hours

Monday 09:00 - 18:00
Tuesday 09:00 - 18:00
Wednesday 09:00 - 18:00
Thursday 09:00 - 18:00
Friday 09:00 - 18:00

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