CFP Module 1 Foundation in Financial Planning

CFP Module 1 Foundation in Financial Planning - New Intake

CFP Module 1 is the foundation course that covers all major topics: Investment Planning, Insurance Planning, Estate Planning, Retirement Planning, Taxation Planning, ethics... the whole course will take 8 full days to complete. Online Learning option is available for outstation students.

Download CFP Application Form

START:
April 7, 2018
DURATION:
8 full days of workshop on Sunday from April 7, 2018
ID:
CFP102

Address

Lecture Theatre 2, Ground Floor, KDU Glenmarie Campus, Shah Alam   View map

Categories

CFP & FRM

CFP Module 1 Foundation in Financial Planning is the first module of the 4-Module CFP Certification Programme. The 8-day workshop will provide you a basic understanding of the financial planning industry, financial planning process, investment planning, insurance planning, taxation planning, retirement and estate planning.

OPTIONs:

If you do not wish to take CFP examination, but just want to learn personal financial planning for own interests, then you have these 3 options:

OPTION 1: 7-Day Foundation in Financial Planning Workshop

OPTION 2: 5-Day Basics of Personal Finance Workshop

OPTION 3: 4-day Essentials of Personal Finance Workshop

ONLINE LEARNING MODE is available for outstation students.

 

Prerequisite: for those seeking to be a fully certified financial planner, a Bachelor degree (any discipline) OR

if without a degree but have at least 5 years of relevant work experience, can opt for sitting for PLRA – Prior Learning Recognition Assessment (download form HERE). Once passed, you will eligible to join the CFP programme. Candidates are only allowed to register for the PLRA assessment 2 times and there must be a break of 6 months between the attempts.

For those who just want to gain knowledge on personal finance but have no intention to become a CFP, minimum entry requirement – high school or equivalent.

 

CFP Module 1 Foundation in Financial Planning – Scheme of Work:

CFP Module 103: Foundation in Financial Planning
Day 1 AM:

Overview of Financial Planning Industry,

Regulatory Controls & Practices Affecting Financial Planning,

The Nature & Scope of Financial Planning

PM:

The Basis of Financial Plan & Code of Ethics,

Effective Communication in Client Counselling

Day 2 AM & PM: Risk Management and Insurance Planning
Day 3 AM & PM: Investment Planning
Day 4 AM & PM: Tax Planning
Day 5 AM: Time Value of Money & Financial Calculator Workshop

PM: Analytical Tools for Financial Planning Professionals

Day 6 AM: The Economic Environment & Its Effect on Financial Planning

PM: Behavioural Finance

Day 7 AM: Retirement Planning

PM: Estate Planning

Day 8 AM & PM: Mock Exam and Revision Seminar

 


Examination
:  3-hour 75 Multiple Choice Questions

Examination Date: TBA, 2018 (Saturday), 9:00am -12:00 noon)

Examination Venue: Examination Centre, University of Malaya, KL

CFP Examination Notice, click HERE.

Download CFP Examination information and forms (e.g. CFP Examination Handbook, CFP Examination Registration Form & etc), click HERE.

Past Year Examination ResultsClick HERE for the past years Exam Results.

 

Course Fee:

CFP Module 1  8-Day workshop: RM2014 (Standard), RM1908 (Corporate Rate), RM1802 (Early Bird/FIMM Package), RM1696 (Youth 23 & below and Seniors above 51+, Malaysians only)

The course fee covers 8-day workshop and exam revision seminar, lecture notes, e-learning support, Inclusive of 6% GST, but excluding examination fee)

7-Day Foundation in Financial Planning Workshop: RM1537 (covers 7-day workshop, lecture notes and certificate of attendance. Inclusive of 6% GST. No examination)

5-Day Basics of Personal Finance Workshop:  RM1166  (covers 5-day workshop, lecture notes and certificate of attendance. Inclusive of 6% GST. No examination)

4-Day Essentials of Personal Finance Workshop: RM954  (covers 4-day workshop, lecture notes and certificate of attendance. Inclusive of 6% GST. No examination)

 

CFP 2018 Semester 1 Timetable:  

CFP Timetable 2018 Semester 1 (March - June)

Time: 09:00-17:00 Venue: KDU University College Glenmarie Campus, Shah Alam
DAY/
MODULE
Module 1
Foundation
in FP
Module 2
Insurance
& Estate
Module 3
Investment
Retirement
Module4
Financial Plan
Module 4
BootCamp
(Optional)
Taxation
Planning
(Optional)
Day 1April 7 (Sat)
TVM/Financial
Analytical Tools
March 31 (Sat)
Insurance
April 1 (Sun)
Investment
April 1 (Sun)April 14 (Sat)
Taxation
March 11 (Sun)
Day 2April 14 (Sat)
Overview
April 7 (Sat)
Insurance
April 8 (Sun)
Investment
April 8 (Sun)April 21 (Sat)
Estate/Retirement
March 17 (Sat)
Day 3April 21 (Sat)
Economics
April 14 (Sat)
Insurance
April 15 (Sun)
Investment
April 15 (Sun)May 5 (Sat)
Investment
March 18 (Sun)
Day 4May 5 (Sat)
Insurance
April 21 (Sat)
Insurance
April 22 (Sun)
Investment
April 22 (Sun)May 12 (Sat)
Insurance
March 24 (Sat)
Day 5May 12 (Sat)
Taxation
May 5 (Sat)
Insurance
May 6 (Sun)
Investment
May 6 (Sun)May 19 (Sat)
Case Study
March 25 (Sun)
Day 6May 19 (Sat)
Investment
May 12 (Sat)
Estate
May 13 (Sun)
AM: Investment
PM: Retirement
May 13 (Sun)May 26 (Sat)
Case Study
-
Day 7 May 26 (Sat)
Retirement
& Estate
May 19 (Sat)
Estate
May 20 (Sun)
Retirement
May 20 (Sun)May 27 (Sun)
Case Study
-
Day 8June 9 (Sat)
Exam Revision
May 26 (Sat)
Estate
May 27 (Sun)
Retirement
June 9 (Sat)
Paper 1 Revision
--
Day 9-June 9 (Sat)
Exam Revision
9AM: Estate
2PM: Insurance
June 10 (Sun)
Exam Revision
9AM: Investment
2PM: Retirement
June 10 (Sun)
Paper 2 Revision
--

 

How to Enrol:

Download Application Form HERE. Send via email:  start@kmdc.com.my, or Fax: 03 5565 0797

 

 

Make an Online Enquiry or Sign Up:

Submit the online Enquiry/Sign Up Form below and we will follow up with you.

 

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Contact Us

Email: start@kmdc.com.my, FAX: +603 5565 0797
Telephone: +603 5565 0799, +603 5565 0798, +6012 398 9030

Address: KDU Management Development Centre Sdn. Bhd. (KMDC)
KMDC Office, Level 3, Admin. Block,
KDU University College Utropolis Glenmarie Campus
Jalan Kontraktor U1/14, Seksyen U1, 40150 Shah Alam
Selangor Darul Ehsan, Malaysia.

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