CFP Taxation Planning Workshop

CFP Taxation Planning Workshop - New Intake

Download CFP Application Form

START:
March 11, 2018
DURATION:
5 x full day workshop starts from March 11, 2018
ID:
TAX501

Address

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

Categories

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

 

CFP 2018 Semester 1 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

 

 

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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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