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Certified Financial Planner

Introduction | Options & Requirements | Enrolment & Payment | Timetable | Fees | Course Outline | Facilitators
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CFP Certification Program Fee and Exam Fee

Malaysia's KMDC CFP Programme Course Fee (valid from January 1 till December 31, 2008)
Module

Course Description

2008
Standard Fee
2008
Corporate Rate*
FPAM
Exam Fee
**
Application Fee
FPAM Membership Fee
1

Foundation in Financial Planning

1500
1200

1. FPAM Charter members: RM200 per sitting

2. FPAM Corporate members: RM250 per sitting

3. Others: RM300 per sitting

RM100
(one time payment only)

RM50  per annum (Trade Member)
2

Risk Management & Insurance Planning

1000

800
RM120 per annum (Associate Member)

3

Taxation Planning

1000

800
4

Investment Planning

1000

800
5

Estate Planning & Retirement Planning

1000

800
6

Financial Plan Construction and Professional Responsibilities

1500
1200
Total
RM
7000
5600
     
Intake

1st Intake: January - June (All Modules) - 2009 timetable available from November onwards
2nd Intake: July - December 2008 (All Modules) - refer to KL, PJ & PG 2008 schedule

No. of modules required : 6 modules No. of hours per module : 40 hours (minimum)

*Corporate Rate for all staff (both full time and part time) of financial institutions & media companies.
(The corporate rate shown here is already after 20% discount off the standard fee)


To ENROL and make payment , Click HERE

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What are included in KMDC CFP KL and PJ package?

  1. KMDC CFP programme consists of 6 full day (total 48 hours) instructor-led sessions (classes) per module.
  2. Course materials included course manual, lecture/revision notes and sample exam papers.
  3. Refreshments included for public sessions held in our KL and PJ centre.
  4. Optional & additional 8 hour mock examination and revision seminar (free all new learning members and those qualified under Early Bird Scheme only, or RM120 per seminar; available in KL and PJ only).
  5. Free training workshops for KL and PJ learning members (about additional 8 - 12 hours) on financial calculators, time value of money, study and research skills, psychometric financial risk profiler and financial planning software and seminars on wealth management and etc.
  6. Free psychometric financial risk profiler account(s).
  7. Free Canadian's PlanPlus financial planning software (online Student Version).
  8. Free replacement session(s), subject to availability, for KL and PJ public sessions only.
  9. Repeats/re sits available, admin fee applies*, for KL & PJ public sessions only. All are subject to availability.
  10. KMDC Learning Resource: e-materials in CD-ROM and access to KDU College Resource Centre.

Special Privileges and Options:

1. *Resits/Repeats: KMDC offers the opportunities for learning members to re sit or repeat a module (i.e. module already taken in the previous semester and/or the same module in the same semester):

Option 1: RM50 (for 6 days of classes and lecture notes only)
Option 2: RM150 (for 6 days of classes, lecture notes and exam revision seminar only).

2. CFP Challenge Status (CS) students are entitled to attend Modules 2-5 sessions at a special discounted rate:

Option 1: RM500 per module (for 6 days of classes, course manual, lecture notes and exam revision seminar only);
Option 2: RM200 per module (for course manual, lecture notes and exam revision seminar only).

3. Refresher courses for KMDC Alumni: KMDC welcomes alumni back for refresher course at RM200 per module (for 6 days of classes, course manual and lecture notes only).

For the special privileges listed above, reservation is required on first come first served basis and is subject to availability of seats.

FPAM Membership Fee and Examination Fee

FPAM Membership Fee: Candidates who undertake to pursue AFPM (Module 1) course or Challenge Status, needed to apply to become a Trade Member of Financial Planning Association of Malaysia. Annual Fee RM50.00 (payable to FPAM). For Associate member, annual fee is RM120.00

**FPAM Examination fee: payable to FPAM.
1. Special rate for FPAM Charter members:- Charter Members of FPAM contribute their support for the development of the financial planning industry in Malaysia. If you are employed by any of FPAM Charter Members, you need only pay RM200 examination fee for each sitting. 
2. For FPAM Corporate members, the examination fee is RM250 per sitting.
3. For others, RM300 per sitting.

Click here for the list of FPAM Charter and Corporate members.

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For Application and Enquiry about CFP, please contact KMDC business office:

KMDC Office at Paramount Corporation HQ, PJ Uptown 1:

Level 8, Uptown 1,
1 Jalan SS 21/58, Damansara Uptown
47400 Petaling Jaya, Selangor, Malaysia.
(The Uptown 1 building houses UOB Bank at Level 1)

Tel: 03-7712 3388, 012-3989030  Fax: 03-7712 3366 Email: start@kmdc.com.my

(Please note: KMDC CFP classes are NOT conducted at our business office but at different premises in KL, PJ and Penang, see information provided in KMDC CFP Schedule)

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ESSENTIAL INFORMATION (Application and Payment) (requires Acrobat Reader)

+ Download document on "How to enrol for CFP Exam and Courses" HERE
+ Download KMDC Application Form HERE
+ Download KMDC Re-admission Form (for continuing learning members) HERE
+ Download 2008 CFP Timetable - KL & PJ (July - December) HERE
+ Download KL DOWNTOWN CENTRE (FTMS College) LOCATION MAP HERE
+ Download PJ UPTOWN CENTRE - Uptown Conference Centre (UCC) LOCATION MAP HERE

+ Download CFP Standard Fees & Corporate Package 2008 HERE
+ Download CFP Brochure HERE
+ Promotion: 2008 Early Bird Scheme HERE
+ Promotion: 2008 Friend2Friend Scheme & Nomination Form HERE
+ Download Instructions on Using SMS for Checking Information & Enrolment HERE

MORE INFORMATION (requires Acrobat Reader)

+ Download CFP Syllabus HERE
+ Download FPAM Trade Member Form HERE
+ Download FPAM Examination Registration Form HERE
+ Download "CFP Option B - Partial Exemption" Application Form HERE
+ Download "CFP Option C - Challenge Status" Application Form HERE
+ FPAM Web site HERE
+ FPAM Chartered members and related links HERE
+ FPAM Survey Result

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