CFP Module 4 Financial Plan Construction & Professional Responsibilities

CFP Module 4 New Intake

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:
April 1, 2018
DURATION:
9 x full day of workshop, conducted on every Saturday from April 14, 2018
ID:
CFP401

Address

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

Categories

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 for outstation students.

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: TBA, 2018 (Saturday), 9:00am -12:00 noon

Paper 2: TBA, 2018 (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: RM2014 (Standard), RM1908 (Corporate Rate), RM1802 (Early Bird/FIMM Package), RM1696 (Youth 23 & below and Seniors above 51+, Malaysians only)

 

CFP 2018 Timetable: 

CFP Timetable 2018 Semester 1 (March - June)

Time: 09:00-17:00 Venue: KDU University College Glenmarie Campus, Shah Alam
DAY/
MODULE
Module 1
Foundation
in FP
Module 2
Insurance
& Estate
Module 3
Investment
Retirement
Module4
Financial Plan
Module 4
BootCamp
(Optional)
Taxation
Planning
(Optional)
Day 1April 7 (Sat)
TVM/Financial
Analytical Tools
March 31 (Sat)
Insurance
April 1 (Sun)
Investment
April 1 (Sun)April 14 (Sat)
Taxation
March 11 (Sun)
Day 2April 14 (Sat)
Overview
April 7 (Sat)
Insurance
April 8 (Sun)
Investment
April 8 (Sun)April 21 (Sat)
Estate/Retirement
March 17 (Sat)
Day 3April 21 (Sat)
Economics
April 14 (Sat)
Insurance
April 15 (Sun)
Investment
April 15 (Sun)May 5 (Sat)
Investment
March 18 (Sun)
Day 4May 5 (Sat)
Insurance
April 21 (Sat)
Insurance
April 22 (Sun)
Investment
April 22 (Sun)May 12 (Sat)
Insurance
March 24 (Sat)
Day 5May 12 (Sat)
Taxation
May 5 (Sat)
Insurance
May 6 (Sun)
Investment
May 6 (Sun)May 19 (Sat)
Case Study
March 25 (Sun)
Day 6May 19 (Sat)
Investment
May 12 (Sat)
Estate
May 13 (Sun)
AM: Investment
PM: Retirement
May 13 (Sun)May 26 (Sat)
Case Study
-
Day 7 May 26 (Sat)
Retirement
& Estate
May 19 (Sat)
Estate
May 20 (Sun)
Retirement
May 20 (Sun)May 27 (Sun)
Case Study
-
Day 8June 9 (Sat)
Exam Revision
May 26 (Sat)
Estate
May 27 (Sun)
Retirement
June 9 (Sat)
Paper 1 Revision
--
Day 9-June 9 (Sat)
Exam Revision
9AM: Estate
2PM: Insurance
June 10 (Sun)
Exam Revision
9AM: Investment
2PM: Retirement
June 10 (Sun)
Paper 2 Revision
--

 

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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