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.
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|
Overview of Financial Planning Industry,
Regulatory Controls & Practices Affecting Financial Planning,
The Nature & Scope of Financial Planning
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 Results: Click HERE for the past years Exam Results.
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 & Semester 2 Timetable:
How to Enrol:
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