CFP Module 2 Insurance & Estate Planning

CFP Module 2 Insurance & Estate Planning - New Intake

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:
March 31, 2018
DURATION:
9 x full day of workshop, conducted on Every Sunday from March 31, 2018
ID:
CFP202

Address

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

Categories

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 for outstation students.

 

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

 

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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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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