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CFPCertified Financial Planner

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Overview | Requirements | Enrolment | Timetable | Fees | Exemptions | Results&Awards | Career | Promotions
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CFP Certification Program Fee and Exam Fee

2010 CFP Programme Course Fee

(For Public Classes conducted in KL and PJ only, valid from Jan 1 till December 31, 2010)

CFP Module

 

Standard Fee

Corporate Package*
(Modular Payment)

Smart Package**
(One Lump Sum Payment for All 6 Modules)
RFP Package***(For those who had taken RFP Program only)
Module 1

Foundation in Financial Planning

1650
1300
1200
250***
(Refresher Course Fee, Terms & Conditions Apply)
Module 2

Risk Management & Insurance Planning

1100
900
800
250***
(Refresher Course Fee, Terms & Conditions Apply)
Module 3

Taxation Planning

1100
900
800
900
Module 4

Investment Planning

1100
900
800
900
Module 5

Estate Planning & Retirement Planning

1100
900
800
900
Module 6

Financial Plan Construction and Professional Responsibilities

1650
1300
1200
1300
KMDC Application Fee (one time only)
150
100
100
100
Total RM
7850
6300*
5700**
4600***
Exam Fee Add RM200 or RM250 or RM300 per exam sitting. For those who are attached to Charter member of FPAM, pay only RM200 per exam sitting; and those attached to the Corporate member of FPAM, pay only RM250. Otherwise, pay RM300 per exam sitting. To check information on FPAM membership - Charter Member and Corporate Member, click the llinks.
FPAM Membership Fee FPAM Trade Membership (Module 1 & Challenge Status): RM50 per annum; FPAM Associate membership (Module 2-6): RM150 per annum. You need to be a member of FPAM to be eligible to sit for FPAM CFP examination.
Terms & Conditions

* To be eligible for KMDC CFP - Corporate Package, one must be either part time or full time staff of any financial institution: mutual fund, banks, finance, insurance, financial planning, retirement & estate planning and etc. Full time students and fresh graduates are also entitled to this discounted rate as well. Fees shown here is the after discount rate.

**To enrol under KMDC CFP - Smart Package, one must make one lump sum payment of all six modules plus Application Fee of RM5700 in advance. Withdrawal will attract a penalty fee of RM200 per module.

*** To be eligible for KMDC CFP - RFP Package, one must have already taken and passed RFP program (minimum requirement: RFP Module 1 & 2), and must sign up CFP Module 1 and 2 plus at least one other CFP module (@ normal corporate rate) at the same time.

Semester/Intake

1st Semester: March - June (All Modules)
2nd Semester: July - December (All Modules) - 2010 Timetable KL & PJ

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


To ENROL and make payment , Click HERE

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What are included in KMDC CFP KL and PJ 2010 package?

  1. KMDC CFP programme consists of 6 + 1 = 7 full day session, including 1-day mock examination and revision seminar instructor-led sessions per module.
  2. Course materials included course manual, lecture/revision notes and sample exam papers.
  3. Refreshments provide for public sessions held in KL and PJ centre only.
  4. Free training workshops for KL and PJ learning members (about additional 8 - 24 hours) on financial calculators, time value of money, study and research skills and financial planning software; and seminars on wealth management, financial planning and etc.
  5. Free Canadian's PlanPlus financial planning software (online Student Version) for Module 1 & 6 students; while others (M2, M3, M4 and M5) pay only RM50 access fee per semester.
  6. Free replacement session(s), subject to availability, for KL and PJ public sessions only.
  7. Repeats/re sits available, admin fee applies****, for KL & PJ public sessions only. All are subject to seat availability.
  8. KMDC Learning Resource: e-materials in CD-ROM and or e-learning portal; and access to KDU College Resource Centre.

Special Privileges and Options:

1. ****Resits/Repeats: KMDC offers the opportunities for all learning members (Module 1-6) 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: RM180 (for 6 days of classes and lecture notes only, excluding mock exam and revision seminar)
Option 2: RM200 (for 6 days of classes, lecture notes, plus 1-day mock exam and revision seminar)
Option 3: RM 120 (for 1 day 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 plus 1 extra day of mock exam and revision seminar only);
Option 2: RM200 per module (for course manual, lecture notes and 1 day mock exam and revision seminar only, excluding 6 days of normal sessions).

3. Refresher courses for KMDC Alumni: KMDC welcomes alumni back for refresher course at RM250 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 (Module 6), needed to apply to become a Trade Member of Financial Planning Association of Malaysia (FPAM). Annual Fee RM50.00 payable to FPAM. For Associate member, annual fee is RM150.00

**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, 7726 9559 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 Timetable)


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Select one or more mail lists to subscribe to:

CFP/Personal Financial Planning Course
Finance/Accounting/CPA/CFA Course
Human Resource/In-House/Corporate Training programme
Project Management Programme
Sales, Social Media & Marketing Programme
Executive/Management Development Programme


Email address
KMDC CFP Facebook
KMDC Executive Learning
KMDC Project Management

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 2010 (March - June) CFP KL & PJ Timetable HERE
+ Download KL DOWNTOWN CENTRE (FTMS College) LOCATION MAP HERE
+ Download PJ DAMANSARA JAYA CENTRE - KDU College LOCATION MAP HERE

+ Download PJ UPTOWN CENTRE - Uptown Conference Centre (UCC) LOCATION MAP HERE
+ Download CFP Brochure HERE
+ Download CFP Syllabus HERE
+ Download 2010 CFP Standard Fees & Corporate Package HERE
+ Promotion: 2010 Friend2Friend Scheme & Nomination Form HERE
+ Download Instructions on Using SMS for Checking Information & Enrolment HERE

MORE INFORMATION (requires Acrobat Reader)

+ Download FPAM Trade Member Application Form HERE
+ Download FPAM Associate Member Application Form HERE
+ Download FPAM Examination Registration Form HERE
+ Download FPAM "CFP Option B - Partial Exemption" Application Form HERE
+ Download FPAM "CFP Option C - Challenge Status" Application Form HERE
+ Download FPAM's Document: "Definition of Relevant Financial PLanning Experience" HERE
+ FPAM Web Site HERE
+ FPAM Chartered Members and Related Links HERE
+ FPAM Survey Result

+ Download RFP Exemption Table HERE

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