CFP Module 2 Insurance & Estate Planning

CFP Module 2 Insurance & Estate Planning

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

March 31, 2018
9 x full day of workshop, conducted on Every Sunday from March 31, 2018


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



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.



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

Day 1

AM: Topic 1: Fundamental Concepts in Risk Management

PM: Topic 2: Insurance Fundamentals


Day 2

AM: Topic 3: Legal Principles in Insurance

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


Day 3

AM: Topic 5: Factors Affecting Life Insurance Needs

PM: Topic 6: Understanding Life Insurance Policy Contracts


Day 4

AM: Topic 7: General Insurance Policy Contracts

PM: Topic 8: Health 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
Day 1
AM: Topic 1: Estate Planning Fundamentals

PM: Topic 2: Wills & Will Planning

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

PM: Topic 4: Power of Attorney

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: June 30, 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: RM2014 (Standard), RM1908 (Corporate Rate), RM1802 (Early Bird/FIMM Package), RM1696 (Youth 23 & below and Seniors 51+, Malaysians only)


CFP 2018 Semester 1 & Semester 2 Timetable:

Download 2018 KMDC CFP Timetable (Semester 1, March to June)

Download 2018 KMDC CFP Timetable (Semester 2, July to November)


How to Enrol:

Download Application Form HERE. Send via email:, or Fax: 03 5565 0797


Make an Online Enquiry or Sign Up:

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Contact Us

Email:, 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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