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CFPCertified Financial Planner

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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 :            Introduction to Financial Planning
Topic 2 :            Nature and Scope of Financial Planning
Topic 3 :            Regulatory Controls and Practices Affecting Financial Planning
Topic 4 :            The Economic Environment and Its Effect On Financial Planning
Topic 5 :            Analytical Tools for Financial Planners
Topic 6 :            Risk Management and Insurance Planning
Topic 7 :            Investment Planning
Topic 8 :            Income Tax Planning
Topic 9 :            Retirement Planning / Estate Planning
Topic 10 :          The Basis of Financial Plan
Topic 11 :          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 :       
     Understanding Life Insurance Policy Contracts
Topic 7 :            General Insurance Policy Contracts
Topic 8 :            Health Insurance
Topic 9 :            Annuity Policy Contracts
Topic 10 :          Legislation and Rules in the Insurance Industry
Topic 11 :          Consumer Protection and Life Insurance Industry Codes of Practice
Topic 12 :          Additional Topics: Islamic Insurance, Takaful, Life Insurance and Income tax, EPF, PTPTN

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Module 3: Tax Planning

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 educaiton, retirement or estate planning, tax provisions have an imppact on these major components of financial planning. Even general wealth accumulation goals will be better served with an understanding of the national tax code. Tax planning begins with understanding the taz laws, how the tax is computed and the variuos tax administrative procedures. It is however, a vast subject and at the CFP level we explore the basic principles which is enough to allow the student to exppand on this knowledge thorughout his or her career. The ultimate goal is for the CFP 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.

Topic 1 :            Introduction to Taxation
Topic 2 :            Computation of Statutory Income from Employment
Topic 3 :            Computation of Statutory Income from Business
Topic 4 :            Computation of Statutory Income from Investments
Topic 5 :            Computation of Chargeable Income and Tax Payable
Topic 6 :            Tax Administration and Tax Audits
Topic 7 :            Tax Planning in Financial Planning
Topic 8 :            The Employees Provident Fund and Retirement Planning
Topic 9 :            Taxation Aspects of Business Succession Planning

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Module 4: Investments

To understand the concepts of risk and return, the financial markets and the various financial instruments available, financial mathematics and statistics, the analysis of financial statement, the basic concepts and tools of asset valuation, asset pricing models and portfolio management. The aim is for candidates to gain the knowledge to evaluate alternative investments, the advantages and disadvantages, and to make suitable investment recommendations to clients.

Topic 1 :            Basic Concepts of Investment
Topic 2 :    
        Financial Mathematics and Statistics
Topic 3 :            Financial Statement Analysis
Topic 4 :            Securities Market and Investment in Shares
Topic 5 :            Basics of Equity Valuation
Topic 6 :            Investment in Bonds
Topic 7 :            Derivatives
Topic 8 :            Unit Trusts
Topic 9 :            Real Estate Investment
Topic 10 :          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 2 :            Wills and Will Planning
Topic 3 :            Trusts
Topic 4 :            Powers of Attorney
Topic 5 :            Duties and Powers of the Personal Representative
Topic 6 :            Rights of Beneficiaries
Topic 7 :            Special Estate Planning Issues for Business Owners

Part II : RETIREMENT PLANNING

Topic 1 :            Introduction to Retirement Planning
Topic 2 :            Investment for Retirement
Topic 3 :            Retirement Schemes
Topic 4 : 
           The Employee Provident Fund (EPF)
Topic 5 :  
          Retirement Income Streams
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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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
Personal Finance FB Page

KMDC Executive Learning
Executive Education FB Group

KMDC Project Management
Project Management FB Group

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

+ Download Document on "How to enrol for CFP Exam and Courses" HERE
+ Download KMDC CFP Application Form 2012 HERE
+ Download KMDC CFP & IFP Timetable (2012 Feb - June) HERE
+ Download KMDC & KDU LOCATION MAP HERE
+ Download CFP Brochure HERE
+ Download CFP Syllabus HERE
+ Download 2012 CFP Standard Fees & Corporate Package HERE
+ Promotion: 2012 CFP & IFP Friend2Friend Scheme & Nomination Form HERE
+ Promotion: 2012 CFP & IFP Early Bird Scheme (Semester 1) HERE

+ Promotion: 2012 CFP Smart Package HERE
+ Download Instructions on Using SMS for Checking Information & Enrolment HERE

MORE INFORMATION (requires Acrobat Reader)

+ Download FPAM Trade Member Application Form HERE (For Module 1 & 6 Challenge Status students)
+ Download FPAM Associate Member Application Form HERE (For Module 2-5 students)
+ Download FPAM Certified Member Application Form HERE (For those completed Module 6)
+ Download CFP Application Work Experience Summary Form HERE (For those completed Module 6)
+ 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
+ Download RFP Exemption Table HERE

I WOULD LIKE TO : + CONTACT A COURSE COUNSELOR + GO BACK TO PROGRAMME MAIN PAGE