CFP Module 2 Insurance & Estate Planning

CFP Module 2 2019 Intakes

CFP Module 2 consists of 2 parts, Part A: Insurance Planning and Part B: Estate Planning. It is a 9-day course, including 5-day Insurance Planning course, 3-day Estate Planning course plus 1-day examination revision seminar. All classes are conducted on weekend. Online Learning Mode is available for outstation students.

Download CFP Application Form

START:
September 22, 2019
DURATION:
9 x full day of workshop, conducted on Every Saturday from September 22, 2019
ID:
CFP202

Address

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

Categories

CFP , CFP & FRM

CFP Module 2 Insurance & Estate Planning, is the second module of the 4-Module CFP Certification Programme.

The 9-day course is divided into 2 parts: Part I (5 days) covers insurance planning topics while Part 2 (3 days) addresses topics related to Estate Planning.  Day 9 of the course is dedicated to preparation for the coming examination.

ONLINE LEARNING MODE is available NOW!

 

Prerequisite: CFP Module 1 (unless exempted)

 

CFP Module 2 Insurance & Estate Planning – Scheme of Work:

 

CFP Module 2: Insurance Planning & Estate Planning
CFP Module 2A: Insurance Planning                                Facilitator: Jack Lin
Insurance

Day 1

AM: Topic 1: Fundamental Concepts in Risk Management

PM: Topic 2: Insurance Fundamentals

Insurance

Day 2

AM: Topic 3: Legal Principles in Insurance

PM: Topic 4: The Role of Insurance in Financial Planning

Insurance

Day 3

AM: Topic 5: Factors Affecting Life Insurance Needs

PM: Topic 6: Understanding Life Insurance Policy Contracts

Insurance

Day 4

AM: Topic 7: General Insurance Policy Contracts

PM: Topic 8: Health Insurance

Insurance

Day 5

AM: Topic 9: Annuity Policy Contracts

PM: Topic 10: Legislation and Rules in the Insurance Industry

Topic 11: Consumer Protection & Insurance Industry Codes of Practice

CFP Module 2B: Estate Planning                                    Facilitator: Azhar Hew
Estate
Day 1
AM: Topic 1: Estate Planning Fundamentals

PM: Topic 2: Wills & Will Planning

Estate
Day 2
AM: Topic 2 & 3:  Wills & Will Planning (continue) and Trusts

PM: Topic 4: Power of Attorney

Estate
Day 3
AM: Topic 5: Duties & Power of the Personal Representative

PM: Topic 6: Special Estate Planning Issues for Business Owners

CFP Module 2 Exam Revision Seminar on Day 9

AM:  Insurance Planning (9:00am to 1:00am)

PM: Estate Planning (2:00pm to 6:00pm)

 

Examination:  3-hour  75 Multiple Choice Questions

Examination Date: July 6 (Sat) & December – TBA, Time: 9:00am -12:00 noon

Examination Venue: Examination Centre, University of Malaya, KL OR KDU University College, Jalan Anson, Penang. There are other locations: Johor Baru, Kuching and Kota Kinabalu.

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:

RM2014 (Standard), RM1908 (Corporate Rate), RM1855 (FIMM Package), RM1696 (Youth 23 & below and Seniors above 51+, Malaysians only)

(Please note: 6% SST is included in the course fee from March 1, 2019)

 

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 13, 20, 27, May 4, 11, June 1

Semester 2 – September Intake Dates:

September 22, 29, October 6, 13, 20, November 3, 17, 24, December 1

 

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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WE HAVE CEASED OPERATIONS

Over the past 17 years, KDU Management Development Centre Sdn Bhd (KMDC) has been dedicated to developing and enhancing the capabilities of business leaders and professionals through quality executive education and professional development programmes.

However, in view of the company’s new strategic business direction, the decision has been made to cease KMDC’s operations, as of 31 December 2019.

It has been our privilege to serve the KDMC community all these years. We thank you for your support!