CFP Module 4 Exam Boot Camp – a 7-Day exam preparation workshop to prepare you for the challenging CFP Module 4 examination and to become a competent financial planner.
Prerequisite: Module 1 – 3, Taxation Workshop (unless exempted) & Module 4 Workshop
The Part I – Boot Cam A (first 4 day) of the CFP Module 4 Exam Boot Camp will help to refresh and strengthen what you have learned in previous modules, and the emphasis will be on application – there will be mini case studies. Each day of the 4-day programme will focus on specialised topic, such as 1 day for Investment planning, 1 day for taxation planning, 1 day for insurance planning and 1 day for retirement and estate planning. The focus of this Part I workshop is on Paper 1 of the CFPo Module 4 examination.
The Part II – Boot Camp B (next 3 days) of the CFP Module 4 Exam Boot Camp will focus on Paper 2 of the examination, i.e. financial plan construction with a few case studies.
The CFP Module 4 Exam Boot Camp has proven track record showing that those taking extra efforts in attending this boot camp achieved higher pass rate than those who did not. KMDC CFP Module 4 examination results have been quite impressive and pass rate around 80% -85%. Click HERE for the past years Exam Results.
CFP Module 4 Exam Boot Camp – Course Outline:
|Boot Camp A (4-day workshop – Day 1 to Day 4): Investment, Insurance, Taxation, Retirement & Estate Planning – Highlights & Mini Case Studies
Boot Camp B (3-day workshop – Day 5 to Day 7): Financial Plan Construction & Case Studies
|Day 1||AM & PM: Taxation Planning Facilitator: Chow leong Choon|
|Day 2||AM: Estate Planning Facilitator: Azhar Hew
PM: Retirement Planning Facilitator: Yap Kam Cheng
|Day 3||AM & PM: Investment Planning Facilitator: Yap Kam Cheng|
|Day 4||AM & PM: Insurance Planning Facilitator: Jack Lin|
|Day 5||AM & PM: Comprehensive Financial Plan Construction and Case Study|
|Day 6||AM & PM: Comprehensive Financial Plan Construction and Case Study|
|Day 7||AM & PM: Comprehensive Financial Plan Construction and Case Study|
Examination: Paper 1 (MCQs, 3-hr), Paper 2 (Essay Questions, 3-hr)
Paper 1: July 6 (Saturday) & December – TBA, Time: 9:00 am -12:00 noon
Paper 2: July 7 (Sunday) & December – TBA, Time: 9:00 am -12:00 noon
Examination Venue: Examination Centre, University of Malaya, KL OR KDU University College, Jalan Anson, Penang. There are other locations: Johor Baru, Kota Kinabalu and Kuching.
Paper 1: 60 Objective Questions to be completed in 3 hours
Paper 2: Prepare a Financial Plan based on case study to be completed in 3 hours.
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 (7-Day Boot Camp): RM950 (KMDC CFP returning students), RM1600 (Challenge Status students), RM850 (Youth 23 & below and Seniors above 51+, Malaysians only)
(Please note: 6% SST may be imposed from March 1, 2019 – subject to confirmation by the authority)
CFP 2019 Timetable
Semester 1 – March Intake Dates:
March 30, April 13, 20, 27, May 11, 12, 25, June 1
Semester 2 – September Intake Dates:
September 29, October 6, 13, 20, November 24, 30, December 1
How to Enrol:
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