CFP Module 3 Investment & Retirement Planning Workshop

CFP Module 3 Investment & Retirement Planning

CFP Module 3 is considered tough to many, it has two parts: Part A - Investment Planning, and Part B: Retirement Planning. Students are required to do lots of exercises and get the concepts clear.

Download CFP Application Form

March 17, 2019
9 x full day of workshop, conducted on Every Sunday from March 17, 2019


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



CFP Module 3 Investment & Retirement Planning, is the 3rd module of the 4-Module CFP Certification Programme.

This 9-day workshop has two parts: Part I (5-day course) will covers topics related to Investment Planning, while Part II (2-day course) will cover Retirement Planning. The Day 9 is the CFP Module 3 examination revision seminar.





If you do not wish to take CFP examination, but just want to learn investment & Retirement Planning for personal interests, then you have these 3 options:

OPTION 1: 8-Day Investment  Planning & Retirement Planning Workshop

OPTION 2: 6-Day Investment Planning Workshop

OPTION 3: 3-day Retirement Planning Workshop


Prerequisite: Module 1 (unless exempted), however, this criteria will not be imposed for those who just want to attend the workshop without sitting for CFP examination.


CFP Module 3 Investment & Retirement Planning – Scheme of Work:


CFP Module 3: Investment Planning& Retirement Planning
CFP Module 3A Investment Planning                   Facilitator: Yap Kam Cheng

Day 1

AM: Financial Mathematics &Statistics

PM:Topic 1- Investment Concepts


Day 2

AM: Topic 6- Collective Investment Scheme and Unit Trusts

PM: Topic 7- Real Estate Investment


Day 3

AM: Financial Statement & Analysis

PM:Topic 5- Derivatives and Structured Products


Day 4

AM& PM: Topic 3- Equity Market

Day 5

AM& PM: Topic 4- Investment in Debt Securities

Day 6

(= Retirement Planning Day 1)

AM: Topic 2- Concepts of Portfolio Theory and Performance Measures

PM: Topic 8- Investment for Retirement

CFP Module 3B Retirement Planning                 Facilitator: Yap Kam Cheng

Day 2

AM: Topic 9- The Underlying Principles of Retirement Planning

PM: Topic 10- Retirement Schemes


Day 3

AM: Topic 11- The EPF and PRS

PM: Topic 12-Retirement Income Streams

Topic 13- Roles of Financial Planner in Pre-Retirement Counselling

CFP Module 3 Exam Revision Seminar on Day 9

AM: Retirement Planning (9:00am – 1:00pm)

PM: Investment Planning (2:00pm – 6:00pm)


Examination:  3-hour 75 Multiple Choice Questions

Examination Date: June & December – TBA, Time: 9:00 am -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.


Course Fee:

CFP Module 3:- 9-Day Course: RM1900 (Standard), RM1800 (Corporate Rate), RM1700 (Early Bird/FIMM Package), RM1600 (Youth 23 & below and Seniors above 51+, Malaysians only)

The course fee covers 9-day workshop and exam revision seminar, lecture notes, e-learning support, excluding examination fee

6-Day Investment Planning Workshop: RM1400 (covers 6-day workshop, lecture notes and certificate of attendance. No examination)

8-Day Investment Planning & Retirement Planning Workshop:  RM1750 (covers 8-day workshop, lecture notes and certificate of attendance. No examination)

3-Day Retirement Planning Workshop: RM750 (covers 3-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 17, 24, April 14, 21, 28, May 5, 12, 26, June 2

Semester 2 – September Intake Dates:

September 21, 28, October 5, 12, 19, November 2, 23, 30, December 7


How to Enrol:

Download Application Form HERE. Send via email:, 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:, 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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