Upcoming Events


  • Wednesday
    15
    July

    Members Exclusive - Wealth That Lasts: A Members' Evening on Legacy Planning

    Jul 15, 06:00 PM - 09:30 PM (MY)
    Join us for an intimate members' dinner exploring one of the most important aspects of wealth management—preserving and transferring wealth across generations.   Over a thoughtfully curated dining and pairing experience, members will gain practical insights into estate and legacy planning, guided by a seasoned practitioner from Rockwills Advisory Services with over 20 years of experience. A Certified Financial Planner (CFP) and Associate Estate Planning Practitioner (AEPP), he specialises in wills, trusts, family business succession, and multigenerational wealth transfer.   Event Details Date: 15 July 2026 (Wednesday) Time: 6:30 PM – 9:30 PM MYT (Registration from 6:00 PM) Venue: NICE Bistronome, Petaling Jaya   Members enjoy a heavily subsidised rate of RM180 (actual value approximately RM450).   Exclusively for CFA Society Malaysia Members.
    Petaling Jaya, Malaysia

  • Tuesday
    21
    July

    Members Exclusive - Conversations on Legacy: Shariah Wealth & Inheritance Planning Over Dinner

    Jul 21, 06:00 PM - 09:30 PM (MY)
    Join us for an evening of meaningful conversations on Shariah wealth and inheritance planning in an intimate dinner setting.   The session will explore practical considerations surrounding faraid, hibah, wills, trustee services, and family asset protection. Members will hear from a seasoned practitioner from as-Salihin Trustee Berhad, specializing in Shariah wealth succession planning, who will share practical insights into preserving wealth and ensuring a smooth transfer across generations.   Event Details Date: 21 July 2026 (Tuesday) Time: 6:00 PM – 9:30 PM Venue: De.Wan 1958 by Chef Wan, Bangsar Shopping Centre   Members enjoy a subsidized rate of RM50 (actual value approximately RM200).   Exclusively for CFA Society Malaysia Members
    Bangsar, Malaysia