CFP Taxation Planning Workshop

CFP Taxation Workshop 2019 Intakes

Download CFP Application Form

August 4, 2019
5 x full day workshop starts from February 24, 2019


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



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: RM1272 (Public), RM1166 (KMDC students), RM1060 (Youth 23 & below and Seniors above 51+, Malaysians only)

(Please note: 6% SST is included in the course fee since March 1, 2019)


CFP 2019 Timetable

Semester 1: Download CFP 2019 Semester 1 (January – June) Timetable HERE

Semester 2: Download CFP 2019 Semester 2 (July – December) Timetable HERE


Semester 1 – February Intake Dates:

February 24, March 2, 3, 9, 10

Semester 2 – September Intake Dates:

August 4, 17, 18, 24, 25


How to Enrol:

Download Application Form HERE. Send via email:, or Fax: 03 5565 0797


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Contact Us

Email:, 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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Over the past 17 years, KDU Management Development Centre Sdn Bhd (KMDC) has been dedicated to developing and enhancing the capabilities of business leaders and professionals through quality executive education and professional development programmes.

However, in view of the company’s new strategic business direction, the decision has been made to cease KMDC’s operations, as of 31 December 2019.

It has been our privilege to serve the KDMC community all these years. We thank you for your support!