FPAM recognises 16 organisations for excellence in financial planning and community impact
THE Financial Planning Association of Malaysia (FPAM) has honoured 16 outstanding organisations at its Financial Planning Leadership Awards 2025, recognising their role in advancing financial education and empowering Malaysians to achieve lasting financial security.
The awards celebrated Charter and Corporate members across Platinum, Gold, and Silver tiers, highlighting organisations that distinguished themselves through professional excellence, digital innovation, and community impact.
Thirteen organisations achieved Platinum distinction, including AFFIN Bank Berhad, Hong Leong Bank, Kenanga Investors Berhad, Maybank Group, Principal Asset Management, and leading advisory firms such as Advisonomics, FA Advisory, Cheng & Co Group, Coreplus Advisory, Finwealth Management, Phillip Mutual Berhad, Wealth Vantage Advisory and Whitman Independent Advisors. YES Financial Berhad received the Gold Award, while KoiZai Limited and Uno Advisers earned Silver Awards.
FPAM president Alvin Tan Chin Cherng, CFP®, emphasised that the winners’ commitment extends beyond business success.
“Their distinction lies in their dedication to elevating the profession and building public trust. Every ethical decision and investment in professional development contributes to shaping how Malaysians experience financial services,” he said.
Award recipients were evaluated on 11 criteria covering January 2023 to December 2024, including client engagement, community outreach, and support for vulnerable groups. Many winners pioneered digital platforms that democratise financial knowledge and launched programmes serving diverse communities.
The Financial Planning Leadership Awards underscore FPAM’s mission to promote financial literacy and establish the CFP® mark as the leading symbol of excellence in personal financial planning. Celebrating its 25th anniversary, FPAM continues to champion professional development and social responsibility across Malaysia’s financial services industry.
