CFP Module 3 Investment & Retirement Planning Workshop

CFP Module 3 2019 Intakes

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:
March 17, 2019
DURATION:
9 x full day of workshop, conducted on Every Sunday from March 17, 2019
ID:
CFP302

Address

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

Categories

CFP , 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.

 

ONLINE LEARNING MODE is available NOW!

 

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

 

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
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: 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.

 

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)

(Please note: 6% SST may be imposed from March 1, 2019 – subject to confirmation by the authority)

 

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:  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.

 

Leave a Reply

Your email address will not be published. Required fields are marked *

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.

JOIN US ON FACEBOOK

 
KMDC CFP - Certified Financial Planner Certification education program and GARP FRM - Certified Financial Risk Manager education program - Official Facebook Page
KMDC Executive Education Official Facebook Page
KMDC Professional Development Official Facebook Page

KMDC’s Newsletter

Select a mail list to subscribe to:
Digital Marketing, Social Media & Sales
CFP, FRM Certification Courses
Finance & Accounting
 Leadership & Management Development
IT, PMP & Education Technology
Email address

TOP