representing Approved Financial Advisers, Licensed Financial Planning Firms and CUTA firms
Exclusive Member Benefits
The regulators' endorsement on the association
Conferences, seminars and workshops
Industry award and recognition
Excellence FA platform community networking
Benchmark industry best practice model
Licensing education and CPD, CPE & CE
Who is Eligible
Ordinary Membership shall be opened to Approved Financial Adviser and/or Corporate Unit Trust Adviser (Firms) operating in Malaysia who have fulfilled the requirements as laid down by the relevant regulatory authority or any other regulatory authorities whereby the members of the association are under its jurisdiction.
A candidate for membership shall submit an application on the Association’s prescribed form as well as documentary evidence that is has been duly licensed by the relevant Regulatory Authorities in Malaysia.
Associate Representative Membership shall be open to representatives of member firms who are approved Financial Adviser Representatives and/or holders of the Capital Market Services Representatives License -- Financial Planning (CMSRL-FP)
Applicants to become Associate Representative Members shall submit their applications through the respective member firms.
Associate Corporate Membership is open to other professional firms who provide related services to our Ordinary Members, e.g., legal, accounting, tax, estate planning, investment managers and any other category which will be defined by Association that qualify under this category of membership from time to time.