2023 AIA Elite Academy

Elite Pro New Application/ Conversion

Rules & Regulations Form

ELITE PRO APPLICATION & COMMENCEMENT

Entry Requirement
Elite Pro Elite Pro Experienced Hire
(Effective February 2023)

Age 25 – 45 years old

• Degree and above with minimum 3 years working experience.
Qualification
• Diploma and above with minimum 5 years working experience.

Income 1. Sales related position in financial

institution with minimum RM 15,000
average monthly income.
1.1. Past 3 months or past 1 year proof
of income is required.
Minimum RM 3,200 average monthly 1.2. Financial institution refers to banks,
income with past 3 months or past 1 insurance companies, brokerage
year proof of income is required. firms, investment dealers and trust
companies.
OR
2. Achieved minimum 1-time MDRT in
previous company within 2020 to 2022.

Others • Full time only. Submission of resignation letter from previous employer is
required.
• Bumi applicant : PCE + CEILLI license/ PCIL OR TBE license upon contract.
Non-Bumi applicant : PCE and CEILLI/ PCIL license upon contract.
• No license can be contracted with other insurance company. Any additional
licenses (PCE/CEILLI or TBE) must be contracted with AIA Bhd./AIA PUBLIC
Takaful Bhd.
• Life Planners whom are re-contracted with AIA less than 5 years from their last
Termination Date is not eligible to participate as Elite Pro.
• Only participant who passed required entry requirements, all assessment and
final panel interview is eligible & deemed to be successful AIA Elite Academy
participant.
• Participant must pass all assessments including spouse’s basic industry
background check, LIAM & MTA status-Referred Listing.
• The company reserves the right to request additional information and
document deemed necessary.

AIA Recruiter: • Submission of Elite Pro application using AIA Recruiter by select “ELITE PRO”.
Submission and • Only applicant who passed the assessment will receive panel interview invitation with AE (Agency Business
Selection Process /Agency Strategic Development Team) and selected leaders by Agency Strategic Development team
respectively. Required documents (refer to page 9) must be presented by applicant during the panel interview.

2023 AIA Elite Academy

Elite Pro New Application/ Conversion
R&R Form- January 2023 Page | 1 Initial here:
 2023 AIA Elite Academy
Elite Pro New Application/ Conversion
Rules & Regulations Form

Conversion
application and CONVERSION
requirements
Eligibility For Elite Lite only

• Validation period: Coded month (M0) + first 6 months

• Elite Pro conversion upon meeting requirement within rolling past 3 months
production.

Performance • AFYP/ AFYC RM 36,000 & 12 cases, will be converted to ELITE PRO category in the
requirements following calendar month for Elite Lite.

Validation • Only AFYP/ AFYC and cases from Individual Life Policies and Family Takaful
Certificates will be counted.
• Meet the required AFYP/ AFYC and number of cases in the respective category
with approval of Conversion application.
• Submission of Project 100 is required during interview.
• Must achieve PR D0 90% and D1 85% persistency if available, as per latest available
PR.
• Subject to interview outcome with minimum 2 Senior AE (Agency Business /Agency
Strategic Development Team).
• Only participant who passed required entry requirements, all assessment and
interview are eligible & deemed a successful Conversion participant.
• Submission of past Income document and resignation letter from previous
employer is required.

Assessment SPM holder is required to complete Registered Financial Planner Module 2 (RFP M2 e-
requirement for learning) before Elite Pro Conversion application.
SPM holder

Elite Pro Conversion Application Process Flow:

• Submission of complete “2023 AIA Elite Academy Elite Pro New Application/ Conversion Rules & Regulations
Form” to Agency Strategic Development Team upon meeting the requirements within the eligible validation
period.
• Required documents (refer to page 8) must be presented by applicant during the interview with 2 Senior AE
(Agency Business /Agency Strategic Development Team).
• AIA Elite Academy notification email will be sent to the successful candidate and leader after assessment.

Commencement Applicable to New & Conversion Elite Pro.

Month
Commencement for New Application
• 1st day of the subsequent month(M1) after the Elite Pro is coded.
• In the event the Elite Pro meets the bonus validation requirements in the coded month (M0), the
commencement month will be on the same month (M0).

Commencement for Conversion

• 1st day of the subsequent month (M1) after the Elite Pro conversion application is approved.
• In the event the Elite Pro meets the bonus validation requirements in the approved month, the commencement
month will be on the same month.
• Production must be captured when application is submitted. Application must be submitted before monthly
closing date.

2023 AIA Elite Academy

Elite Pro New Application/ Conversion
R&R Form- January 2023 Page | 2 Initial here:
 2023 AIA Elite Academy
Elite Pro New Application/ Conversion
Rules & Regulations Form

ELITE PRO BONUS VALIDATION REQUIREMENTS

ELITE PRO
Elite Pro Monthly & Monthly Requirements Monthly Bonus
Quarterly bonuses Annualized First Year Premium/
1-6th 7th-12th 13-18th
Annualized First Year Contribution Cases
Month Month Month
(AFYP/AFYC)
12,000 4,000 3,000 2,500
15,000 5,000 4,000 3,000
20,000 7,000 5,000 4,000
4
25,000 9,000 7,000 5,000
35,000 11,000 9,000 7,000
45,000 15,000 12,000 9,000
Quarterly Requirements Quarterly Bonus
7th-12th 13-18th
AFYP/AFYC Cases 1-6th Month
Month Month
36,000 12,000 9,000 7,500
45,000 15,000 12,000 9,000
60,000 21,000 15,000 12,000
12
75,000 27,000 21,000 15,000
105,000 33,000 27,000 21,000
135,000 45,000 36,000 27,000

Bonus Validation ELITE PRO Monthly/ Quarterly Bonus payout terms and conditions:
Requirements
No. Bonus Validation Requirements Definition
1 AFYP/ AFYC Required Annualized First Year Premium/ Annualized First
Year Contribution (AFYP/AFYC) captured within the month/
quarter.
2 Number of cases Required number of cases captured within the month/
quarter.
3 Persistency Rate (PR) Achieve min. D0 90% & D1 85% if available, cut off as of 15th
of the following month.
4 Training & Supervisions (T&S) Completion of mandatory monthly T&S according to category
and period.
5 Vitality Min. ONE new Life/ Takaful insurance policy/ certificate sold
to existing or new Vitality member within the month.
(Min. THREE Vitality cases count in Quarterly Bonus Catch Up
Validation requirement)

2023 AIA Elite Academy

Elite Pro New Application/ Conversion
R&R Form- January 2023 Page | 3 Initial here:
 2023 AIA Elite Academy
Elite Pro New Application/ Conversion
Rules & Regulations Form

Production Count Line of AIA Elite Academy PR

AFYP/AFYC count Case Count
Business Production count validation
Life
Life Takaful YES YES
A-Life Medik Famili YES
Corporate Solution
NO NO
Non-Life Personal Accident

Annualized First Year Premium/ Annualized First Year Contribution count (AFYP/AFYC)
• Annual First Year Premium (AFYP) is referring to Conventional Life business and Annual First
Year Contribution (AFYC) is referring to Takaful business.
• 50% of AFYP/ AFYC credit is granted if the regular premium/ contribution paying term is less
than 10 years except A-Life Medik Famili.
Include All Individual Life Policies and Family Takaful Certificates (inclusive of Investment-
Linked insurance component), A-Life Medik Famili, Corporate Solution, Personal
Accident.
Exclude Yearly Renewable Term products, Yearly Reducing Term Premiums products, Single
Premium policies, A-Enrich Gold Additional Top-Up, A-Plus Signature Saver, A-Life
Signature Schedule Top-Up, A-Plus Saver/ Investment-Linked Investment Portion & Ad-
Hoc Top-Up, PRS, Mortgage and its Family Takaful equivalents.

Quarterly Bonus 1. Accumulation of coded month(M0) production into following month, Elite Pro commencement month (M1) is
Validation allowed. {M0+M1 total production = M1 total production}. Accumulation is only applicable to New application
Requirements M1 commencement. Not applicable to Conversion.

2. Upon meeting the QUARTERLY validation threshold, for every case short of the requirement, it can be
compensated with an additional AFYP/ AFYC RM 10,000 automatically. Any AFYP/ AFYC used for case count will
be deducted from Quarterly AFYP/ AFYC total block of business. Only applicable to Individual Life Policies and
Family Takaful Certificates.

3. Quarterly Bonus catch-up is applicable, provided Elite Pro meet the minimum 1 case captured per month and
the Quarterly Bonus Validation requirement.
a. Case count is Individual Life Policies and Family Takaful Certificates only.
b. Cases that fall under CFI, Surrender, Lapse and ROP may cause production and case count
deduction.

4. Payment made at the end of the quarter will be the “Quarterly Accumulated Bonus” minus “Total Monthly
Bonus” received in the same quarter. Should the Elite Pro achieve higher accumulated monthly bonus by the
end of the quarter, the accumulated monthly bonus will be paid.

2023 AIA Elite Academy

Elite Pro New Application/ Conversion
R&R Form- January 2023 Page | 4 Initial here:
 2023 AIA Elite Academy
Elite Pro New Application/ Conversion
Rules & Regulations Form
ELITE PRO MANDATORY TRAINING & SUPERVISION

All Elite Pro are required to attend mandatory AIA Elite Academy training and supervision programs according to
Training & Supervision
respective segments.
• Total duration of required Training & Supervision programs is up to 18 months.
• Maximum 1-day excused absence is allowed per month in the required Training & Supervision programs.
• Refer Appendix for detailed Training & Supervision Plan.
• Training program and dates are subject to change depending on circumstances.
• Delivery of training and supervision program; i.e. virtual classroom, hybrid or physical class are subject to
change depending on circumstances.
• Training availability is subject to the number of newly recruited Elites for each respective month
Monthly intake starts with onboarding program (Aviator or ATAS). The intake dates for year 2023 as below:

Category Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Elite Pro Aviator 9-12 7-10 6-9 10-13 8-11 6-9 10-13 7-10 4-7 9-12 6-9 4-7

Ascend To
Elite Pro
Advisory
Experienced - 14-16 - 11-13 - 13-15 - 15-17 - 17-19 - 12-14
Super Star
Hire
(ATAS)

• All Elite Pro and Elite Pro Experienced Hire are required to attend immediate onboarding program upon
commencement date according to respective category.

2023 AIA Elite Academy

Elite Pro New Application/ Conversion
R&R Form- January 2023 Page | 5 Initial here:
 2023 AIA Elite Academy
Elite Pro New Application/ Conversion
Rules & Regulations Form
ELITE PRO RETENTION REQUIREMENTS

1. Retention Participants who are terminated from AIA for any reason will be withdrawn from AIA Elite Academy automatically.
2. Reclassification Once a participant has withdrawn from the AIA Elite Academy program, he/she will not be allowed to rejoin the
3. Withdrawal program.

1. Retention in current Elite Pro category

1.1. Elite Pro must achieve required AFYP/ AFYC and Number of cases every Quarter during Quarterly
Retention validation as described in Table 1.
Annualized First Year Premium/ Annualized Cases
First Year Contribution (AFYP/AFYC)
RM 36,000 12

Table 1
1.2. If fail to meet required AFYP/ AFYC (Table 1), Elite Pro is allowed to exercise ONE-TIME Retention
requirements (Table 2) throughout the 18 months program.
1.2.1. Retention validation requirement is validated on total accumulative production from Elite
Pro commencement month to date. Retention validation requirements are described in
Table 2.
1.2.2. Elite Pro is required to achieve Vitality Silver status during Retention Validation.
Retention requirement can only exercise ONCE (1x)
Quarterly Retention
throughout the entire 18 months program
Validation Requirements
Q1 Q2 Q3 Q4 Q5
Accumulative Cases 8 16 24 32 40
Accumulative AFYP/ AFYC 24,000 48,000 72,000 96,000 120,000
Table 2

2. Reclassification from Elite Pro to Elite Lite

2.1. Elite Pro will be reclassified to Elite Lite category should they fail to meet the Retention validation
requirement, subject to capture minimum 3 cases within a quarter (applicable to Individual Life
Policies and Family Takaful Certificates only) and meet Vitality Silver status.
2.2. Reclassification in Elite Lite program DOES NOT grant a new commencement month, it shall be a
continuation of the reclassified Elite Pro current program month.

3. Elite Pro Month 12 check point

3.1. Progressing to program Month 13, Elite Pro shall achieve Life Advisor requirements within rolling
Month 1 to Month 12.
3.2. Fail to meet Life Advisor requirements will be withdrawn from the program and become Standard Life
Planner.
3.3. Refer Life Advisor Rules & Regulations for more details.

4. Withdrawal from Elite Pro to Standard Life Planner

4.1. Elite Pro will be withdrawn from Elite Academy if
4.1.1. Fail to meet required Quarterly AFYP/ AFYC and number of cases and has exercised (ONCE)
Retention validation requirement.
4.1.2. Fail to capture minimum 3 cases within a quarter.
4.2. Elite Pro who fails to meet Retention validation requirement will be withdrawn and become Standard
Life Planner.
4.3. Voluntary choice of withdrawal from AIA Elite Academy is allowed subject to submission of
withdrawal letter to the AIA Elite Academy team with Elite Pro’s consent together with the leader and
the Agency Business /Agency Strategic Development Team ’s endorsement.

2023 AIA Elite Academy

Elite Pro New Application/ Conversion
R&R Form- January 2023 Page | 6 Initial here:
 2023 AIA Elite Academy
Elite Pro New Application/ Conversion
Rules & Regulations Form
ELITE PRO BONUS PAYOUT

Monthly bonus payout • For first month bonus pay out, payment will be made on 12th of the following month after first month’s
validation exercise via GIRO process and 1 pay out per month (receiving within 12th + 2 days).
• For second month bonus pay out and onwards, payment will be made on 28th of the following month after each
month’s validation exercise via GIRO process and only 1 payout per month (receiving within 28th + 2 days). No
advance payout will be made if requirements are met earlier.
• Bonus Validation for Elite Pro will be paid based on the commencement month only.
• Any production captured before the commencement month is not counted for bonus validation.
• No transfer or sharing of cases is allowed; including cases submitted under other agent code prior to AIA Elite
Academy coded date.
• All cases and production count are for approved and in-force cases only, captured by the last date of the
validation month. ROP/ ROC cases will not be counted for any validation.
• Must meet latest Persistency Rate (PR) requirement during any bonus pay out cycle.
• Monthly/ Quarterly catch-up bonus payout will be forfeited if the Elite Pro does not meet all payment validation
requirements.

CFI, Surrender, Lapse • If policy/ certificate sold earlier and subsequently classified as ROP/ ROC or CFI, Elite Pro must replace the policy
and ROP for validation and bonus payout. Only successful released ROP/ ROC will be counted for Production & number
of cases on the ROP/ ROC release month.
• For lapsed or surrendered cases, every effort should be made to immediately reinstate the policy/ certificate.
• CFI = Cancelled From Inception, ROP = Replacement of Policy and ROC = Replacement of Certificate.

Important Governance • Client Phone Number: All new AIA Elite Academy Life Planner policies/ certificates must include a valid phone
number. Cases found with life planner’s own phone number (unless it is their own policy/ certificate or family
members’ policy/ certificate) will not be recognized as a case count and AFYP/ AFYC.
• Elite Pro will be terminated if fraud/ misconduct is detected, and all policies serviced by the terminated Life
Planner will be transferred under Company Direct (i.e. AIA) and will NOT be assigned to any Life Planners.
• The Company reserves the right to claw back 100% of total bonus pay out from the Elite Pro and take legal
action against the Elite Pro and Leaders to recover all losses paid if fraud/ misconduct is detected.
• In the event if the Elite Pro is contracted and licensed as insurance agent or leader with other insurance
company within 12 months from the resignation/withdrawn/graduated date of AIA Elite Academy program,
100% of total bonus pay out from AIA Elite Academy will be clawed back. The total bonus clawed back are
inclusive of all relevant contests launched for AIA Elite Academy.
• The Company reserve the right to take legal action against the Elite Pro to recover all outstanding debit
balance owed to the company.

ELITE PRO INCENTIVES & REWARDS

Incentives & Rewards 1) 2023 Double Millionaire Challenge

2) 2023 AIA Elite Academy Supreme MDRT Fast Start Bonus

For full Terms & Conditions, refer to latest version of respective Rules & Regulations document.
The R&R is also available to download in ALPP under Resources > Forms Library > AIA Elite Academy.

Conversion to Elite Pro Elite Lite who successfully converted into Elite/ Elite Pro during M1 to M6 of Activity Bonus Extension Plan
under 2021 ELITE LITE • Entitled to 13th to 18th Month Elite/Elite Pro bonus (6 months) ONLY, subject to 13th to 18th month’s bonus
ACTIVITY BONUS validation requirements.
EXTENSION PLAN • NOT eligible for 2022 & 2023 Supreme MDRT Fast Start Bonus.
• NOT eligible for 2022 & 2023 Double Millionaire Challenge (2023 AIA Elite Academy Edition).

2023 AIA Elite Academy

Elite Pro New Application/ Conversion
R&R Form- January 2023 Page | 7 Initial here:
 2023 AIA Elite Academy
Elite Pro New Application/ Conversion
Rules & Regulations Form
Important Terms:

1. Elite Pro must remain in the AIA Elite Academy for any bonuses to be paid out.
2. All CFI, ROP/ ROC cases shall be deducted accordingly from validation calculation. Where applicable, the company reserves the right to
claw back the Monthly and/or Quarterly bonus.
3. No appeal will be entertained.
4. If there is any breach of “AIA Elite Academy” rules and regulations including of the Company’s Market Conduct Guidelines currently in-
force and or as issued by the Company from time to time, termination of Life Planner from AIA Elite Academy is at the discretion of the
Company.
5. The Company reserves the absolute right to change or modify the Rules and Regulations as stated above, or discontinue this program
with notification to the agency force.
6. In the event of any dispute, the Company’s decision is final.
7. While every effort is made to ensure the accuracy of the contents of this document; in the unlikely event of any error and/or omission
(typographical or otherwise), the Company reserves the absolute right to amend, withdraw and reissue an amended version, whereby
the previous version shall be rendered null and void.

2023 AIA Elite Academy

Elite Pro New Application/ Conversion
R&R Form- January 2023 Page | 8 Initial here:
 2023 AIA Elite Academy
Elite Pro New Application/ Conversion
Rules & Regulations Form

I hereby declare that all information provided herein are genuine and I have read and understood the contents of
AIA Elite Academy Elite Pro New Application/ Conversion Rules & Regulations as stated above and agree to be
bound by it.

For Elite Pro Conversion Only:

1. Life Planner Name

2. Agent Code

3. Agency Name

4. Contract Date _____________________(DD/MM/YYYY)

Elite Pro conversion upon requirement is met within rolling past

Conversion from Elite Lite only –
3 months production.
AFYP/AFYC & number of cases within
5. i. New Elite Lite coded month(M0) + 6 months
AFYP/AFYC ______________ Cases ___________
ii. Elite Lite Activity Bonus Extension Plan M1 to M6
D0 Persistency _______% D1 Persistency _______%

Agree and Sign by: Witness by Agency Leader: Endorse by Agency Business /Agency Strategic Development Team:

___________________________ __________________________ _____________________ ____________________

Signature of Applicant Signature of Agency Leader Signature *Signature

___________________________ __________________________ _____________________ ____________________

Name of Applicant Name of Agency Leader Name Name

___________________________ __________________________ _____________________ ____________________

NRIC Agency Name Date Date

__________________________
Agent Code *applicable for Conversion 2:1 interview

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For Office Use Only
Document checklist for 2:1 Interview Conversion
Received Date Result
(CONVERSION) 2:1 Interview Date
 Past income document before joining
AIA  Accept
 Resignation letter from previous  Reject
employer
 Project 100 during interview (Conversion from Elite Lite only)

Checked by:

2023 AIA Elite Academy

Elite Pro New Application/ Conversion
R&R Form- January 2023 Page | 9 Initial here:
 2023 AIA Elite Academy
Elite Pro New Application/ Conversion
Rules & Regulations Form
AIA Vitality Membership for AIA Elite Academy Life Planners
The AIA Vitality membership will be given to you free of charge as part of the AIA Elite Academy program. You will be enrolled as an AIA Vitality
member under the following conditions:

1. Your AIA Vitality membership will begin from the 1st of the next month after you are contracted as a AIA Elite Academy Life Planner.

2. Your membership will be provided free for one (1) year.

3. Your membership will be terminated after one year, or when you are terminated or withdrawn from the AIA Elite Academy program due to
whatever reason, whichever occurs first. You may continue the AIA Vitality membership following the eligibility criteria of a Normal Life Planner
or customer.

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By signing the AIA Elite Academy program agreement, I give my consent to AIA Bhd/ AIA PUBLIC Takaful Bhd. to enroll me as a member of AIA
Vitality and agree with the following Terms & Conditions:

1. That any personal information collected or held by AIA Health Services, AHS (whether contained in this application or otherwise obtained)
may be held, used and disclosed by AHS to individuals/ organizations related to and associated with AHS or any selected third party (within
or outside of Malaysia) for the purpose of processing this application and providing subsequent service for this and other financial products
and service related to AIA Vitality and to communicate with me for such purposes. I understand that I have a right to obtain access to and to
request correction of any personal information held by AHS concerning me. Such request can be made to any of AIA’s Customer Service
Centre.

2. That any information regarding my health that I provided on the AIA Vitality member portal will not be used by AIA for my insurance/Takaful
application as AIA’s underwriting and claims department is not privy to such information. I understand that any health, medical or other
information that may affect the risk or coverage under any of my insurance/Takaful application must be separately disclosed and provided to
AIA as part of my insurance/Takaful application and I agree to do so.

3. I also understand that any subsequent disclosure that I made on the AIA Vitality member portal on my health, medical or other information
that may affect the risk or coverage under any of my existing insurance/Takaful or new application are not accessible by AIA's underwriting
or claims department.

_____________________________________________________________________________________________________________________

I hereby declare that I have read and understood the contents of the Terms & Conditions as stated above and agree to be bound by it.

Signature of Applicant: ___________________________

Name of Applicant: ___________________________

Agent Code: ___________________________

Agency Name: ___________________________

I.C. Number: ___________________________

Date: ___________________________

2023 AIA Elite Academy

Elite Pro New Application/ Conversion
R&R Form- January 2023 Page | 10 Initial here:
 2023 AIA Elite Academy
Elite Pro New Application/ Conversion
Rules & Regulations Form
ELITE PRO TRAINING & SUPERVISION PLAN

Fast Start 90
Training Intake
M1 M2 M3
Month
▪ AEA : Aviator ▪ AEA : Life Stages Needs Analysis 101 ▪ AEA : Underwriting 101
▪ AEA : Market Expansion Through Social ▪ AEA : Life Stages Needs Analysis 102 ▪ AEA : Creating customer experience
Program Name Media ▪ AEA : Critical Illness Dialogue ▪ AEA : Basic Profit Management
▪ AEA : Referral Advantage ▪ AEA : The Essentials of Nomination ▪ AEA : Personal Brand building
Weekly SBSG
Supervision
Weekly AIA Morning Meet (Except first week of the month)

Accelerate
Training Intake
M4 M5 M6 M7 M8 M9 M10 M11 M12
Month
AEA : AEA : AEA : AEA : The AEA : The AEA : AEA : AEA : AEA :
Business Approaching Financial Art of Power of Customer Leadership Introducer Introduction
Program Name Building with Financial Planning Policy Social Engagement Potential 101 to Corporate
with THS Health Check 101 Review Media and Mastery Indicator Solutions
Branding

Weekly SBSG
Supervision
Weekly AIA Morning Meet (Except first week of the month)

Excel
Training Intake
M13 – M18
Month
Supervision Weekly SBSG
Remarks:
▪ AEA = AIA Elite Academy
▪ SBSG = Sales Builder Study Group
▪ Weekly AIA Morning Meet is scheduled on Wednesday, 8.30am – 9.30am, participants to attend via MS Teams Live Event. Access link is
available on iLearnX (AIA Learning Management System)
▪ For others training schedule, participants may refer to iLearnX (AIA Learning Management System) for details and registration

ELITE PRO EXPERIENCED HIRE TRAINING & SUPERVISION PLAN

Training Intake
M1 M2 – M3 M4 – M12 M13 – M16
Month
Ascend to Advisory
Program Name AIA Certified FinCoach
Superstar (ATAS)
Weekly SBSG
Supervision Weekly SBSG
Weekly AIA Morning Meet (Except first week of the month)
Remarks:
▪ SBSG = Sales Builder Study Group
▪ Weekly AIA Morning Meet is scheduled on Wednesday, 8.30am – 9.30am, participants to attend via MS Teams Live Event. Access link is
available on iLearnX (AIA Learning Management System)
▪ AEA: ATAS is a 3-Day Residential Training, it will be scheduled on bi-monthly basis (once every 2 months). Elite Pro is to attend the nearest
available session.
▪ AEA: AIA Certified FinCoach is a 5-Day training, it will be scheduled on bi-monthly basis (once every 2 months). Elite Pro is to attend the
nearest available session.
▪ AEA: ATAS and AEA: AIA Certified FinCoach will be held at Kuala Lumpur and travelling expenses to be bored by participant.

2023 AIA Elite Academy

Elite Pro New Application/ Conversion
R&R Form- January 2023 Page | 11 Initial here: