CFP Module 4 Financial Plan Construction & Professional Responsibilities

CFP Module 4 Financial Plan COnstruction & Professional Responsibilities

CFP Module 4 is the capstone module of CFP Certification education programme. It is also most challenging as students are expected to have learn the knowledge and skills of financial planning, and now, they have to apply - learn to construct financial plan and their professional responsibilities. Online Learning mode is available for outstation students. In addition to CFP Module 4 9-day workshop, we also offer optional 7-day Module 4 Exam Boot Camp.

Download CFP Application Form

START:
September 22, 2018
DURATION:
9 x full day of workshop, conducted on every Saturday from April 14, 2018
ID:
CFP402

Address

Lecture Theatre 2, Ground Floor, KDU Glenmarie Campus, Shah Alam   View map

Categories

CFP , CFP & FRM

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

Examination Date:

Paper 1: June 30, 2018 (Saturday) & December 15 (Saturday), 9:00 am -12:00 noon

Paper 2: July 1, 2018 (Sunday) & December 16 (Sunday), 9:00 am -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: RM1900 (Standard), RM1800 (Corporate Rate), RM1700 (Early Bird/FIMM Package), RM1600 (Youth 23 & below and Seniors above 51+, Malaysians only)

 

CFP 2018 Semester 2 Timetable:

Download 2018 KMDC CFP Timetable (Semester 2, July to November)

 

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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