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.
ONLINE LEARNING MODE is available NOW!
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|
|AM: Financial Mathematics &Statistics
PM:Topic 1- Investment Concepts
|AM: Topic 6- Collective Investment Scheme and Unit Trusts
PM: Topic 7- Real Estate Investment
|AM: Financial Statement & Analysis
PM:Topic 5- Derivatives and Structured Products
|AM& PM: Topic 3- Equity Market|
|AM& PM: Topic 4- Investment in Debt Securities|
(= 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|
|AM: Topic 9- The Underlying Principles of Retirement Planning
PM: Topic 10- Retirement Schemes
|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: July 7 (Sunday) & December – TBA, Time: 9:00 am -12:00 noon
Examination Venue: Examination Centre, University of Malaya, KL OR KUD Univeristy College, Jalan Anson, Penang. There are other locations in Johor Baru, Kota Kinabalu and Kuching.
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.
CFP Module 3:- 9-Day Course: RM2014 (Standard), RM1908 (Corporate Rate), RM1855 (FIMM Package), RM1696 (Youth 23 & below and Seniors above 51+, Malaysians only) – Click here for details.
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)
(Please note: 6% SST is included i the course fee since March 1, 2019)
CFP 2019 Timetable
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:
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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