CFP Module 4 Exam Boot Camp (Optional)

CFP Module 4 Exam Boot Camp

As CFP Module 4 is considered the most challenge module for most students, therefore, in order to help the students in their exam preparation and also aim to sharpen their skills and competency as a financial planner, we offer this 7-day Exam Boot Camp to Module 4 students. Our Module 4 good examination results in the past bear the best testimonial to that hard work committed by our facilitators and students.

Download CFP Application Form

START:
October 8, 2017
DURATION:
7 full days of workshop on Sunday
ID:
CFP408

Address

Lecture Theatre 8, Ground Floor, KDU Glenmarie Campus, Shah Alam   View map

Categories

CFP & FRM

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 (unless exempted), Taxation Workshop & Module 4 Workshop

Benefits:

The Part I (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 (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 – Scheme of Work:

 

Part 1 Boot Camp (4-day workshop): Investment, Insurance, Taxation, Retirement & Estate Planning – Highlights & Mini Case Studies

 

Part 1 Boot Camp (3-day workshop): 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)

Examination Date:

Paper 1: December 16, 2017 (Saturday), 9:00am -12:00 noon

Paper 2: December 17, 2017 (Sunday), 9:00am -12:00 noon

Examination Venue: Examination Centre, University of Malaya, KL

Examination Format:

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):  RM1007 (KMDC CFP returning students), RM1696 (Challenge Status students), RM901 (Youth 23 & below and Seniors above 51+, Malaysians only)

 

CFP Timetable:  click HERE

 

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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