Chartered Agency & Practice Manager (ChAPM)

The Designation for Agency Manager

The ChAPM Designation

The introduction of the ChAPM designation in APFinSA represents out recognition of the industry’s need for a mark of excellence for Agency and Financial Planning Practice Management.

Why ChAPM ?

APFinSA recognised that many of our Agency Managers and Leaders have already acquired professional qualifications or training in the area acquired professional qualifications or training in the area of Agency Management, such as AMTC, CIAM and FLMI, we have considered to offer a conversion programme for this group of Agency Managers and Leaders to earn the ChAPM designation.

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ChAPM Programme Course Outline

  • General Management Skills
  • The Job Of The Manager
  • The Manager & The Organisation
  • Delegation For Results
  • Motivation To higher Productivity
  • Effective Communication
  • Selection Of Quality Staff
  • Appraisal Performance
  • Training For Improvement
  • Counseling For Results
  • The front line of Life insurance/Financial Planning Practice
  • Insurance sector and Agency Management
  • Business Orientation in Life Insurance & Financial Services
  • Financial Sense and response
  • Leadership & Team Building
  • The Job of Agency Manager
  • The Malaysian Legal System
  • Law of Contract
  • Agency Law and Partnership
  • Financial Services & The Law
  • Corporate Governance
  • Corporate Governance Defined
  • History of Company Laws and Practices
  • Interest in Corporate Governance
  • Corporate Governance
  • Provisions for Corporate Governance in Companies Act
  • Effective Audit Committee
  • Institute of Corporate Governance (ICG)
  • Code on Corporate Governance
  • Minority Shareholders Watchdog Group (MSWG)
  • Relationship Dynamic Roles in the Financial Advisory Business
  • Terminologies in :-
    • Financial Advisory Business
    • Investment Advisory Business
    • Financial Planning Business
  • Customer Relationship Management
  • Understanding the “Know Your Client” rule

Program Requirements

Qualifications and Working Experience

Candidates applying must have 3 years of full-time business experience in financial services and related industries. A degree from an accredited educational institution is recognised as one year of business experience.

Minimum Age Requirement

All candidates must be above 21 years of age to apply for the programme.

Programme Information

Exemptions

Candidates may apply for exemptions at the time of registering for the first ChAPM module. Once admitted into the programme, exemptions will no longer be applicable. For a list of approved exemptions, please refer to the NAMLIFA website.

An exemption fee is payable for each module exempted and the maximum number of exemptions that can be granted to each candidate is three modules, regardless of the number of qualifications.

Membership

Candidates applying for the ChAPM programme are to maintain active member with NAMLIFA.

Class Enrolment

For more details on class enrolment, kindly contact NAMLIFA.

How to be a ChAPM designate – Graduating Criteria

Education Requirement

Candidates must pass the exemptions and meet all others course requirements for the four modules. Upon graduation, candidates may apply for the ChAPM designation, awarded by APFinSA.

Maximum Period for Completion

To obtain the ChAPM designate, candidates must complete all four modules within five consecutive years. The qualifying time commences in the year in which the first module subject is passed/exempted.

Ethics Requirement

To comply with the high ethical standard expected of Chartered Investment & Finance Practitioner, all holders of the ChAPM designation must sign a statement agreeing to be bound by the Code of Ethics and complete the Ethics course.

Continuing Professional Development (CPD)

ChAPM holders are required to complete a minimum of 30 hours of CPD credits for every two years.

If a candidate has attained his designation in year 2011, his reporting period would be from year 2012 to year 2013. The CPD credits earned per reporting period must be from educational activities in acceptable subject matter. Approved educational activities is available from the secretariat.

Number of Attempts Allowed

There is no limit on the number of attempts a candidate can take for each module failed.

Examination Schedule

Please contact your local course provider or visit www.namlifa.org.my for examination schedule.

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Candidates applying must have 3 years of full-time business experience in financial services and related industries. A degree from an accredited educational institution is recognised as one year of business experience.