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
ONLINE LEARNING MODE is available NOW!
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|
|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: 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.
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 & Semester 2 Timetable:
How to Enrol:
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