CFP Module 3 Investment & Retirement Planning Workshop

CFP Module 3 Investment & Retirement Planning - New Intake

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

START:
April 1, 2018
DURATION:
9 x full day of workshop, conducted on Every Saturday from September 23, 2017
ID:
CFP301

Address

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

Categories

CFP & FRM

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.

OPTIONs:

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

 

ONLINE LEARNING MODE is available for outstation students.

 

Prerequisite: Module 1 (unless exempted) or this criteria will not be imposed for those who just want to attend the workshop without 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
Investment

Day 1

AM: Financial Mathematics &Statistics

PM:Topic 1- Investment Concepts

Investment

Day 2

AM: Topic 6- Collective Investment Scheme and Unit Trusts

PM: Topic 7- Real Estate Investment

Investment

Day 3

AM: Financial Statement & Analysis

PM:Topic 5- Derivatives and Structured Products

Investment

Day 4

AM& PM: Topic 3- Equity Market
Investment

Day 5

AM& PM: Topic 4- Investment in Debt Securities
Investment

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
Retirement

Day 2

AM: Topic 9- The Underlying Principles of Retirement Planning

PM: Topic 10- Retirement Schemes

Retirement

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: TBA, 2018 (Sunday), 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 Results: Click HERE for the past years Exam Results.

 

Course Fee:

CFP Module 3  9-Day Course: RM2014 (Standard), RM1908 (Corporate Rate), RM1802 (Early Bird/FIMM Package), RM1696 (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, Inclusive of 6% GST, but excluding examination fee)

6-Day Investment Planning Workshop: RM1484 (covers 6-day workshop, lecture notes and certificate of attendance. Inclusive of 6% GST. No examination)

8-Day Investment Planning & Retirement Planning Workshop:  RM1855  (covers 8-day workshop, lecture notes and certificate of attendance. Inclusive of 6% GST. No examination)

3-Day Retirement Planning Workshop: RM795  (covers 3-day workshop, lecture notes and certificate of attendance. Inclusive of 6% GST. No examination)

 

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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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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