CFP Module 4 Financial Plan Construction & Professional Responsibilities, is the capstone module of the 4-Module CFP Certification Programme.
ONLINE LEARNING MODE is available NOW!
CFP Module 4 was previously known as CFP Module 6 before course restructuring exercise in 2015 – CFP was a 6-module programme then.
Prerequisite: Module 1 – 3 (unless exempted). For information about CFP modular exemption or CFP Challenge Status, click HERE.
CFP Module 4 Financial Plan Construction & Professional Responsibilities – Scheme of Work:
|CFP Module 4: Financial Plan Construction & Professional Responsibilities
Facilitator: Ms. Eng Meei Yu
|Day 1||AM: Financial Planning and the Regulatory Environment + Codes of Ethics
PM: Financial Planning Process –
Step 1 –Establishing Client- Financial Planning Professional Relationships
|Day 2||AM: Step 2 – Gathering Client data and Determine Goals and Expectations
AM: Step 3 –Determining the client’s financial status by analysing and evaluating the client’s information
PM: Step 4 – Analyse Client Objectives, Needs and Financial Situation
|Day 3||AM: Step 5 – Developing and Presenting the Financial Plan
PM: Step 6 – Implementing the Financial Plan
Step 7- Monitoring the Financial Plan
|Day 4||AM & PM: Comprehensive Financial Plan Construction and Case Study|
|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|
|Day 8||AM & PM: Exam Revision Seminar (Paper 1)|
|Day 9||AM & PM: Exam Revision Seminar (Paper 2)|
Examination: 2 Papers, 3-hr each. Paper 1: MCQs. Paper 2: Essay Questions
Paper 1: June 30, 2018 (Saturday), 9:00 am -12:00 noon
Paper 2: July 1, 2018 (Sunday), 9:00 am -12:00 noon
Examination Venue: Examination Centre, University of Malaya, KL
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: RM2014 (Standard), RM1908 (Corporate Rate), RM1802 (Early Bird/FIMM Package), RM1696 (Youth 23 & below and Seniors above 51+, Malaysians only)
CFP 2018 Semester 1 & Semester 2 Timetable:
How to Enrol:
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