CFP Taxation Planning Workshop

CFP Tax Planning Workshop

Download CFP Application Form

START:
July 28, 2018
DURATION:
5 x full day workshop starts from March 11, 2018
ID:
TAX502

Address

Lecture Theatre 3, Ground Floor, KDU Glenmarie Campus, Shah Alam   View map

Categories

CFP , CFP & FRM

This is an optional module for CFP students who are pursuing full 4-module programme from 2015. However, it is a compulsory subject for CFP who enrolled under pre 2015 old course structure, and it is a mandatory subject for FIMM members who are granted Module 1 exemption. There is no examination for this workshop since 2015.

 

Course Objective

Tax planning is a critical component of financial planning. Tax planning is a necessary component in achieving almost all objectives of a client. Whether it is education, retirement or estate planning tax provisions have an impact on these major components of financial planning. Even general wealth accumulation goals will be better served with an understanding of the tax code.

Tax planning begins with an understanding the tax laws; how tax is computed and the various tax administrative procedures. It is however a vast subject and at the CFP certification level we only explore the basic principles which is enough to allow the student to expand and improve on this knowledge throughout his or her career. The ultimate goal is for the qualified financial planner to talk intelligently on the subject with the client and to coordinate any effort in introducing salient tax planning ideas to help the client achieve as many goals as possible.

With self-assessment all taxpayers must know how to compute their tax. Needless to say financial planners have to be well equipped with this knowledge to augment the value of their services to their clients.

As everyone would have noticed the Inland Revenue Return Form begins with the Statutory Income from all sources. The approach has been to compute the Statutory Income of all sources and then to bring it all together to compute the Chargeable Income and the tax payable.

 

Prerequisite: Module 1 unless exempted

 

Course Duration: 5 days, Intensive Mode

 

CFP Taxation Planning Workshop – Scheme of Work

CFP Taxation Planning Workshop                                  Facilitator: Chow Leong Choon
Day 1 AM: Introduction to Malaysian Taxation

PM: Computation of Statutory Income from Employment

Day 2 AM: Computation of Statutory Income from Business

PM: Computation of Statutory Income from Investment

Day 3 AM: Computation of Chargeable Income and Tax Payable

PM: Tax Treatment of Various Tax Entities, Real Property Gain Tax

Day 4 AM: Tax Planning in Financial Planning

PM: The Employees Provident Fund and Retirement  Planning

Day 5 AM: Taxation Aspects of Business Succession Planning

PM: Tax Administration and Tax Audit, GST

 

Examination: NIL

 

Course Fee: RM1200 (Public), RM1100 (KMDC students), RM1000 (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:

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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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