CFP Module 1 Foundation in Financial Planning - 2019 Intakes

CFP Module 1 Foundation in Financial Planning

Download CFP Application Form

START:
March 16, 2019
DURATION:
8 full days of workshop on Saturday from March 16, 2019
ID:
CFP101

Address

Lecture Theatre 3, Ground Floor, KDU Glenmarie Campus, Shah Alam   View map

Categories

CFP , 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.

 

OPTION for those who just want to acquire knowledge not certification:

If you do not wish to take CFP examination, but just want to learn personal financial planning for own interests, then you have another option to consider:

5-Day Basics of Personal Financial Planning Workshop

 

ONLINE LEARNING MODE is available.

 

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 –

Course Outline:

CFP Module 1: 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: June & December – TBA, Time: 9:00am – 12 noon 

Examination Venue: Examination Centre, Universiti 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: RM1900 (Standard), RM1800 (Corporate Rate), RM1700 (Early Bird/FIMM Package), RM1600 (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, but excluding examination fee)

7-Day Foundation in Financial Planning Workshop: RM1450 (covers 7-day workshop, lecture notes and certificate of attendance. No examination)

5-Day Basics of Personal Finance Workshop:  RM1100 (covers 5-day workshop, lecture notes and certificate of attendance. No examination)

4-Day Essentials of Personal Finance Workshop: RM900  (covers 4-day workshop, lecture notes and certificate of attendance. No examination)

 

CFP 2019 Timetable

Semester 1: Download CFP 2019 Semester 1 (January – June) Timetable HERE

Semester 2: Download CFP 2019 Semester 2 (July – December) Timetable HERE

 

Semester 1 – March Intake Dates:

March 16, 23, 30, April 20, May 4, 11, 25, June 1

Semester 2 – September Intake Dates:

September 22, 29, October 6, 13, November 3, 17, 24, December 1

 

Venue:

KDU University College Glenmarie Campus

 

How to Enrol:

Download Application Form HERE. Online Payment or Credit Card/cash.

Send application form & payment slip 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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