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Certified Financial Planner

Introduction | Options & Requirements | Enrolment & Payment | Timetable | Fees | Course Outline | Facilitators
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CFP logo

KMDC CFP programme offered in Malaysia

Module 1: Foundation in Financial Planning

CFP course provides a comprehensive examination of the entire financial planning process, along with an overview of the specific areas of personal income tax planning, risk management and insurance, investment planning, retirement planning, and estate planning.

Topic 1 :            An Overview of Financial Planning
Topic 2 :            The Economic Environment and Its Effect On Financial Planning
Topic 3 :            Risk Management and Insurance Planning
Topic 4 :            Investment Planning
Topic 5 :            Income Tax Planning
Topic 6 :            Retirement Planning / Estate Planning
Topic 7 :            The Basis of Financial Plan
Topic 8 :            FPAM Code of Ethics

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Module 2: Risk Management & Insurance Planning

This CFP module covers various aspects of fundamental concepts in risk management And insurance, including how insurance rates are developed, what types of contracts are available, how to read insurance proposals, and how life insurance is used in financial planning. Other topics include health insurance plan and legal aspects of insurance.

Topic 1 :            Fundamental Concepts in Risk Management
Topic 2 :            Insurance Fundamentals
Topic 3 :            Legal Principles in Insurance
Topic 4 :            The Role of Insurance in Financial Planning
Topic 5 :            Factors Affecting Insurance Products
Topic 6 :       
     General Insurance Policy Analysis
Topic 7 :            Life Insurance Policy Analysis
Topic 8 :           Comparing Life Insurance Products
Topic 9 :            Annuity Policy Issues
Topic 10 :          Health Insurance Policy Analysis
Topic 11 :          Legislation Affection Insurance Business
Topic 12 :          Evaluating Life Insurance Business
Topic 13 :          Consumer Protection and Life Insurance Industry Codes of Practice
Topic 14 :          Additional Topics

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Module 3: Tax Planning

Participants in this course study Malaysian taxation for tax aspects of investments, EPF and unit trusts. The course also introduces other special tax considerations.

Topic 1 :            Introduction to Taxation
Topic 2 :            Income
Topic 3 :            Deductions
Topic 4 :            Tax Planning & Tax Offsets
Topic 5 :            Administration of the Taxation System and Tax Audit
Topic 6 :            Taxation and Employee Provident Fund
Topic 7 :            Taxation Aspects of Business Succession Planning

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Module 4: Investments

This course explores the securities market, sources of information, risk/return, equities, stocks, bonds, derivatives, unit trusts, real estate and culminates in portfolio construction and analysis.

Topic 1 :            Basic Concepts of Investment
Topic 2 :    
        Financial Mathematics and Statistics
Topic 3 :            Financial Statement Analysis
Topic 4 :            Investment in Shares
Topic 5 :            Basics of Equity Valuation
Topic 6 :            Investment in Bonds or Fixed Income Securities
Topic 7 :            Derivatives
Topic 8 :            Unit Trusts
Topic 9 :            Real Estate
Topic 10 :          Basic Concepts of Portfolio Management

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Module 5: Estate Planning and Retirement Planning

This course is taught in two sections; the estate planning and retirement planning.

Part I :  ESTATE PLANNING

Topic 1 :            Estate Planning Fundamentals
Topic 1A :          Wills and Will Planning
Topic 2 :            Trusts
Topic 3 :            Powers of Attorney
Topic 4 :            Duties and Powers of the Personal Representative
Topic 5 :            Rights of Beneficiaries
Topic 6 :            Special Estate Planning Issues for Business Owners

Part II : RETIREMENT PLANNING

Topic 1 :            Introduction
Topic 2 :            Investment for Retirement
Topic 3 :            Retirement Schemes
Topic 4 : 
           The Employee Provident Fund (EPF)
Topic 5 :  
          Retirement Income Stream
Topic 6 :   
         Role of Financial Planner in Pre-retirement Counseling

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Module 6: Financial Plan Construction and Professional Responsibilities

This course is for students who have completed Module 1 to 5 or preparing to attempt the CFP Challenge Status. The course introduces methods of gathering client data and teaches students how to work with clients to set goals. Students learn how to process and analyze information, construct personal financial statements, and understand a written comprehensive financial plan, including implementing, monitoring, and reviewing the plan.

Topic 1 :            The Regulatory Environment : An Overview
Topic 2 :            Understanding the Client
Topic 3 :            The Process of Data Gathering
Topic 4 :            Financial Analysis of Data to Determine Investment Strategy
Topic 5 :            Strategies to Meet Needs
Topic 6 :            Plan Preparation
Topic 7 :            The Plan Implementation Process
Topic 8 :            Financial Plan Review
Topic 9 :            Dealing with Client Complaints
Topic 10 :          The FPAM Code of Ethics
Topic 11 :          The Importance of Continuing Education

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To ENROL, Click HERE

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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