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Three Options
Option A - CFP Certification
Course
Members without any relevant qualifications
are required to sit for the whole
CFP certification course, which comprise
of Module 1 to 6. This is presently
offered to our members by our Education
Providers (EP). Below are the 6 Modules
in the CFP certification course.
Module 1 –
Foundation in Financial Planning
Module 2 –
Risk Management and Insurance Planning
Module 3 –
Tax Planning
Module 4 –
Investment Planning
Module 5 –
Retirement Planning and Estate Planning
Module 6 –
Financial Plan Construction and Professional
Responsibilities
Shortest time frame to complete the
programme is 18 months.
Minimum academic
requirements: An SPM qualification
or equivalent.
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Option B – Partial
Exemption on Modules
FPAM recognizes that certain professional
qualifications cover some of the components
in financial planning and have decided
to waive certain Modules for eligible
members. Holders of these degrees
and/or credentials are exempted from
the following modules:
Click here for the document for applying for partial exemption (PDF file).
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Option C – CFP Challenge
Status
Members having the following qualification
and/or professional credentials and
have gained 3 years of personal finance
related experience are eligible to
apply for the CFP challenge status.
This CFP challenge status is only
open for Malaysians.
1. Qualifications:
· Professional Accountants (MIA, CPA (M), CPA (Aust.), AICPA, CA, ACCA, CIMA and AIA.)
· Chartered Secretaries (ICSA & Fellow of MACS)
· Chartered Financial Consultants (CHFC)
· Chartered Financial Analysts (CFA)
· Doctorate in Business Administration (DBA)
· PhD (Business, Accounting & Economics)
· Masters (Business Administration/Finance/Economics/Accounting) from accredited universities
2. Members must have 3 years of personal finance related experience which can be in any or all the following areas: Insurance, mutual funds, securities, asset management, accounting, estate planning, banking, taxation, trusts, retirement planning and financial planning. (For definition of relevant financial planning experience, please click here)
3. There will be three (3) consecutive examination attempts only for the challenge status commencing immediately after obtaining approval from FPAM. After the 3 attempts or non-attempts, they must enroll for the normal CFP certification examinations.
Click here for the document for applying for Challenge Status (PDF file).
How to apply for Modular Exemption or Challenge Status?
If qualified, you may apply for modular exemption or Challenge Status. Download the appropriate information and form(s) then submit to FPAM or via KMDC:
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