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CFPCertified Financial Planner

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Overview | Requirements | Enrolment | Timetable | Fees | Exemptions | Results&Awards | Career | Promotions
Benefits | Course Outline | Examination | Facilitators | FAQs | Islamic FP | News & Events | Links | Contact Us

Certified Financial Planner

93% of Malaysians are aware of the importance of Financial Planning

Malaysians are becoming more and more aware of the importance of financial planning. As reported by Business Times on May 06, 2009, according to a survey by British insurer Aviva plc, "almost all Malaysians, or 93 per cent, are aware that they need financial planning ...".

The top three features Malaysians look for in financial services are fast and efficient service; advice and help they can trust; and information that is clear and easy to understand.

With Malaysians becoming more affluent, the demand for the service of financial planners is growing rapidly. People these days have more sophisticated demands. They are no longer satisfied with simple investment planning, and are seeking out financial planners not only to manage their wealth but also to extend their kitty while maintaining or improving their lifestyle. Why financial planning?

BECOME A CERTIFIED FINANCIAL PLANNER® PRACTITIONER

Financial Planning is the process of meeting an individual’s life goals through the proper management of his finances. Life goals can include creating wealth, buying a house, going for vacations, saving for a child’s education or planning for retirement.

OVERVIEW of KMDC CFP PROGRAM – ESSENTIAL INFORMATION

CFP Certification

The CERTIFIED FINANCIAL PLANNER® and CFPCERT TM certification marks identify what a financial planner is, establishes a standard of professional practice and creates a “mark of quality” that consumers can recognize and for which practitioners may aspire to attain. The financial planner who uses this mark is recognized as having met the highest standards for the practice of financial planning. The international CFPCERT TM Council works to ensure that a well-defined six-step process used by a financial planner will place the client’s interest and needs first. As of September 2008, there are more than 111,000 CFP certified practitioners worldwide and the number is growing.

In Malaysia, CFPCERT TM certification programme has becoming more and more popular. The Financial Planning Association of Malaysia (FPAM) currently enjoys with more than 11,000 members and over 4000 of them are CFP certified practitioners with another 7000 of them still pursuing CFPCERT TM certification programme. Majority of Malaysia's CFPCERT TM holders are mainly from financial industry: about 65% of them are attached to banks, unit trust, insurance, financial advisory and stock broking companies, with another 18% are accountants. About 16% of CFPCERT TM holders in Malaysia are from non financial corporations.

Everyone Ought to Learn Financial Planning

CFP, Who Is This For?

The CERTIFIED FINANCIAL PLANNER® qualification is for those wishing to practice the profession of financial planning and who wish to master a certain level of theoretical knowledge and practical application of financial planning in such areas as:

General principles of financial planning
Risk management & insurance planning
Taxation planning
Investment planning
Retirement planning
Estate planning
Financial plan construction and professional responsibilities

The Financial Planning Process

The financial planning process is defined by the CFPCERT TM Board involves the following six key steps:

· Gathering client data, including goals
· Analysing and evaluating your financial status
· Developing and presenting financial planning recommendations and/or alternatives
· Implementing the financial planning recommendation
· Monitoring the financial planning recommendations

A Professional Certification Recognised Globally and Locally

The CFPCERT TM program is recognized globally and locally by Bank Negara and Securities Commission.

Local Recognition of CFPCERT TM by Bank Negara and Securities Commission

Bank Negara has recognized the CFPCERT TM qualification as a prerequisite for application of the Financial Adviser’s licence. Prior to this, Modules 1 and 2 of the CFPCERT TM certification program had been recognized by Bank Negara for the purpose of complying with the requirement that all life insurance agents of more than one year need to attend these modules. The latest recognition by Bank Negara is a further testament of the standard of the CFPCERT TM qualification and its credo of the "Highest Standard in Financial Planning". 

Earlier, CFPCERT TM was already recognised by Securities Commission as a prerequisite for application of the Investment Adviser’s licence.

International Recognition of CFPCERT TM by 23 Countries/Regions in the World

CERTIFIED FINANCIAL PLANNER® professionals meet competency, ethics and professional practice standards based on an international platform of education, examination, experience and ethics/professional practice requirements (the 4Es). CFPCERT TM certification standards for each country/ region have been adapted to meet domestic marketplace, regulatory and educational needs. For data on the global growth of CFPCERT TM Professionals over the past decade, visit Global Growth of CFP Professionals. For an overview of the international CFPCERT TM certification program and the state of the financial planning profession globally, visit FPSB web site HERE.

The CERTIFIED FINANCIAL PLANNER® certification will be earned by individuals who have demonstrated technical competency combined with practical experience which enables them to write a comprehensive, functional financial plan for an individual, all the while conforming to the international CFPCERT TM mark.


The Associate Financial Planner Malaysia will be competent to recommend general financial planning strategies and to advise on the appropriate selection and use of various financial products for individuals, e.g., insurance, unit trust and a broad range of securities and banking products.

The CFPCERT TM and AFPM Certification Requirements

In order to be certified, a candidate for the CFPCERT TM certification must meet all four requirements of the certification process described below, while a candidate for the AFPM certification must meet the education, examination and the ethics requirements. In Malaysia, KDU Management Development Centre (KMDC) is the leading education provider of CFPCERT TM programme. For enrolment and more information about CFPCERT TM course offered in Malaysia, please contact KMDC.

Education

Before applying for the Certification Examination, a candidate must complete academic coverage of the financial planning curricula including :

- Foundation in Financial Planning
- Risk management and insurance planning
- Tax planning
- Investment planning
- Estate planning and Retirement planning
- Financial Plan Construction and Professional Responsibilities


Examination


Upon successful completion of the academic requirement, the candidate is eligible to apply for the Certification Examination. The Certification Examination is designed to assess the candidate’s ability to apply his financial planning education to financial planning situations in an integrated format, thereby protecting the consumers by assuring that the financial planner is at the appropriate level of competency required for practice.

Experience

This centres on work which involves personal financial planning-related experience. It is designed to provide the public with the assurance that the candidate understands the counseling nature of personal financial planning. The requirement is three years, performed before or after the successful completion of the Certification Examination.

Ethics

Once the education, examination and work experience requirements are met, the candidate for the CFPCERT TM certification will receive a Declaration Packet which includes an ethics statement form and his licence application with a bill for the initial licence fee. The candidate for the AFPM certification will also receive a Declaration Packet on completion of the education and examination requirements.

Prior to certification, the candidates will be required to disclose past or pending litigation or agency proceedings and to acknowledge the right of FPAM to enforce its Professional Standards and Code of Ethics through due process described.

Benefits of becoming a CERTIFIED FINANCIAL PLANNER® Practitioner :

* Acquire knowledge and develop expertise in retirement planning, insurance, investment, tax and estate planning.
* Be associated with the most internationally recognized and accepted designation in financial planning.
* Earn your credibility and respect from the public and distinguish yourself from your competitors.
* Increase your business earning potential and add to your career growth and professional fulfillment.

Entry Requirements & Exemptions

Option A: Full CFP Certification Program
Candidates without any relevant qualifications are required to undergo the full CFPCERT TM certification course, which comprises 6 modules (Module 1 to 6).

Course duration: The shortest possible time frame to complete the program is 18 months.

Minimum academic requirements: SPM or equivalent

Option B: Partial Exemption on Modules
FPAM - Financial Planner Association of Malaysia recognizes that certain professional qualifications cover some of the components in financial planning and has decided to waive certain modules for eligible members.

Holders of these degrees and/or credentials are exempted from the following modules:


Qualification

M 1

M 2

M 3

M 4

M 5

M 6

Registered Financial Planner (RFP)

x

x

-

-

-

-

Chartered Financial Practioners (Namlifa)

x

-

-

-

-

-

MII Dip. in Financial Planning

x

-

-

-

-

-

Chartered Life Underwriters

x

x

-

-

-

-

Life Underwriters Training Council of Fellows

x

x

-

-

-

-

Graduate Diploma in Applied Finance and Investment

x

-

-

x

-

-

Member of Malaysian institute of Taxation

-

-

x

-

-

-

Bachelor Degree (Finance/Accounting/Economics)
- must included taxation module

-

-

x

-

-

-

* X denotes exemption
Click here for more information about partial exemption and to download application forms: http://www.kmdc.com.my/html/programmes/cfp_Exemptions.html#cfpme

Option C – CFP Challenge Status- skip Modules 1-5 and go straight to the last paper, Module 6
Candidates 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 CFPCERT TM certification examinations.

Click here for more information about Challenge Status and to download documents:  http://www.kmdc.com.my/html/programmes/cfp_Exemptions.html#cfpcs

Program Fees

(valid from January 1, 2012 - December 31, 2011; for public classes conducted in KL/PJ only)

Module

Standard Fee

Corporate Rate*

Module 1

RM1650

RM1430

Module 2

RM1100

RM1050

Module 3

RM1100

RM1050

Module 4

RM1100

RM1050

Module 5

RM1100

RM1050

Module 6

RM1650

RM1550

Module 6 Challenge Status

RM1650

Not Eligible

KMDC Application Fee

RM300 (one time only)

RM200 (one time only)

FPAM Examination Fee

RM200 (Charter member), RM250 (Corporate member) or RM300 per sitting**

FPAM Membership Fee **

RM50 per annum (Trade member, Module 1 & Module 6 Challenge Status), RM150 per annum  (Associate member, Modules 2-6)

*Corporate Discount
* You are eligible for the Corporate Rate if you are attached to any financial institution, for example, banks, unit trusts, insurance, financial planning, estate planning and finance company, or if you are fresh gradute below 25 years of age or senior citizen above 50. Challenge Status students are not eligible to Corporate Package.

*Outstation classes:- tuition fees differ from KL/PJ public classes, please contact KMDC (email: start@kmdc.com.my) for more information.

**FPAM Membership
Charter Members are corporations that play an active role to support the development of the financial planning industry.  If you are attached to a company or institution that is a Charter Member of FPAM, then you only need to pay RM200 examination fee per examination sitting instead of RM300.

Corporate Members are corporations that are interested in financial planning and subscribe as a member of FPAM. If you are attached to a company that is a corporate member of FPAM, then your examination fee is RM250 per examination sitting.

Trade Member – must be involved in financial product distribution, advisory and or education. All candidates who enrolled for CFP Module 1 or Challenge Status must apply to become FPAM Trade member. Associate member: must have passed CFP Module 1 course.


Click here for more information on FPAM membership:  http://www.fpam.org.my/fpam/membership/types-of-members/

Examination

FPAM conducts two examination sittings per year: mid June and mid December. Examinations will be held in Kuala Lumpur, Penang, Johor Baru, Kuching and Kota Kinabalu.

For CFP Module 1 to Module 5, a 2-hour examination with 60 multiple choice questions each. For CFP Module 6 examination, Paper A (3-hour) consists of 60 multiple choice questions, and Paper B (3-hour) consists of essay questions on financial plan construction and case study.

For more information about CFP Examination: http://www.kmdc.com.my/html/programmes/cfp_examination.html

Mode of Study, Duration of Program and Venue

For each CFP module, students need to fulfill a minimum of 40 contact hours. This financial planning program is designed for working professionals, thus most classes are held during weekends.

Besides face-to-face workshop with the facilitators, there will be online support, and study manual, lecture notes, sample examination papers and reference materials will be provided.

Complete CFPCERT TM program in 3 Stages: There are 3 stages. Unless exemption is granted, for most people, they have to begin with Module 1. Once passed Module 1, then you will move on to Stage 2, i.e. Modules 2-5. In this stage, you may choose to study all four modules or any module(s) in any sequence in one semester. Once you have passed all four modules in Stage 2, then you will take up the last paper, that is Module 6.

KMDC provides 54-64 hours of workshop for each CFP module. Classes are held mostly on weekends, some on weekdays, usually from 9:30am till 5:00pm. You may choose Saturday Class or Sunday Class or Weekday Class. For each module, you only need to attend a total of 6-8 days of workshop.  Each module can be completed in 7 – 15 weeks.

2 Venues: Petaling Jaya (KDU University College, Damansara Jaya Campus) and Penang (KDU College).  Outstation and in-house classes available on demand.
Besides CFP workshops, KMDC also provides additional training workshops, mock examination and revision seminars.

Shortest Time frame to complete the program: 1.5 years; most people requires 2 years to complete. For Challenge Status students who were exempted 5 modules, it is possible to complete in 6 months.

For CFP Timetable, click here: http://www.kmdc.com.my/html/programmes/cfp_KL&PJ_Schedule.html

Registration and Payments

1.     Registration: Submit by hand or fax KMDC Admission Form to KMDC business office at KDU Section 13 Campus, Jalan Universiti, Petaling Jaya. Fax numbers: 03-7953 6966. Tel: 03-7953 6969, 7953 6968 Email: start@kmdc.com.my

2.      Payments: 
First of all, determine how much you need to pay.
Suppose you are a new candidate and applying to start CFP Module 1 with KMDC and based on 2012 Fees:

Corporate rate (if you are attached to any financial institution or if you are fresh graduate or full time student):
Module 1 Tuition Fee: RM1430 + Application Fee: RM200 = RM1630

Standard Rate:
Module 1 Tuition Fee: RM1650 + Application Fee: RM300 = RM1950

Please note: you only pay for the module(s) that you plan to study for the coming semester, not the whole program. Application fee is one-time only and only applies to new candidates.

a.      Credit Card: authorize KMDC to charge your credit card by filling up your credit card details on the KMDC Admission form.

b.      Deposit cheque or cash into KMDC's Maybank account:

Name: KDU Management Development Centre Sdn. Bhd.
Account No.:514196 – 326142
Bank: Maybank Damansara Utama Branch

Once payment is made, write your name onto the bank-in slip, and then fax this slip together with KMDC Admission Form to KMDC, fax number: 03-7953 6966 or email: start@kmdc.com.my

c.       Cheque Payment via mail or Cash: send the cheque together with KMDC Admission Form to KMDC Business Office via mail or make a visit to our office and pay cash:

KDU Management Development Centre Sdn. Bhd.
Block A, KDU Univeristy College Section 13 Campus,
76, Jalan Universiti,
46200 Petaling Jaya, Selangor, Malaysia.

3.      FPAM’s Fees: For fees payable to FPAM, i.e. FPAM Trade membership fee, please authorize FPAM to charge your credit card by filling up the details in FPAM Trade Member Application Form or issue cheque payable to Financial Planning Association of Malaysia. KMDC will not accept cash on FPAM’s behalf. FPAM Examination Fee can be settled at a latter stage.

For more information about Registration and Payment Options: http://www.kmdc.com.my/html/programmes/cfp_how_to_enrol.html

CFPCERT TM Course Description

Module 1: Foundation in Financial Planning
CFPCERT TM 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.

Module 2: Risk Management & Insurance Planning
This CFPCERT TM 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.

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.

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.

Module 5: Estate Planning and Retirement Planning
This course is taught in two sections; the estate planning and retirement planning.

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 CFPCERT TM 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.

For more information about the course outline: http://www.kmdc.com.my/html/programmes/cfp_outline.html

Why KMDC?

  • KMDC is the Malaysian market leader in CFPCERT TM education: In Klang Valley, we have over 50% market share and in whole Malaysia, 43%.
  • Good reputation: High quality education assured. KMDC provides high quality education and continue to seek improvement.
  • Best performer in CFPCERT TM examination – over 85% pass rate: KMDC has constantly achieved over 85% total average pass rate in the past 3 examinations.
  • Best value: KMDC provides extra training, mock exam/revision seminar, financial planning software and additional contact hours – about 14–23 hours more than the required 40 hours.
  • Best facilitators: a strong team of facilitators who are highly qualified industry practitioners.
  • Administrative support and service: KMDC is known for providing fast, hassle-free and efficient support and services to our learning community.
  • Flexibility and more choices: KMDC CFP timetable is specially tailored and designed for busy professionals, you have the choices of Saturday and or Sunday and or Weekday sessions, and  you may choose to attend classes at KMDC PJ or KL centre or both; and we provide replacement, repeat and re-sit (must be within 2 years from 1st sitting) opportunities.
  • Up-to-date study manual, lecture notes, sample examination papers and reference materials are provided.

    28 reasons why you should choose KMDC as your CFP education provider

KMDC CFP & IFP Timetable for 2012 February - June Intakes (KL/PJ Public Classes):

In preparation for 2012 June Examination, new CFP Intakes will commence in mid February after Chinese New Year till early June 2012. The NEW TIMETABLE for 2012 Fberuary - June is NOW Available. For registration, please contact 03-7953 6969 or email: start@kmdc.com.my or download KMDC Application Form from HERE and fax it to 03-7953 6966 or email: start@kmdc.com.my

Click here to download New 2012 Timetable: 2012 CFP & IFP Feb - June Timetable

Below is the table that highlights the commencement date of the all the CFP & IFP classes scheduled from February to June, 2012:

KMDC CFP & IFP Module 1: Foundation in Financial Planning

Class

Commencement

Session

Venue

Facilitator

Remarks

CFP102 Feb 18 (Sat) 6 Sat + 1 Sun KDU DJ Campus Thomas/KC Yap/Kong/Elwin Registration Open
CFP106 March 10(Sat) 3 Sat + 4 Sun KDU DJ Campus KC Yap/Kong/Elwin Registration Open
CFP107 April 8 (Sun) 7 Sundays KDU DJ Campus KC Yap/Kong/Elwin Registration Open
CFP11M (English + Mandarin) April 28 (Sat) 6 Sat + 1 Sun KDU DJ Campus Wendy/Elwin Registration Open
IFP101 Mar 24 (Sat) 6 Saturdays KDU DJ Campus Haznan Hamzah Registration Open

KMDC CFP Module 2: Risk Management and Insurance Planning

Class

Commencement

Session

Venue

Facilitator

Remarks

CFP203

Feb 18 (Sat)

7 Saturdays KDU DJ Campus

Elwin

Registration Open

CFP206

April 1 (Sun)

6 Sun + 1 Sat KDU DJ Campus

Looi Ming Foo/Elwin

Registration Open

KMDC CFP Module 3: Taxation Planning

Class

Commencement

Session

Venue

Facilitator

Remarks

CFP302

Feb 19 (Sun)

7 Sundays KDU DJ Campus

Kong Kim Heng

Registration Open

CFP305

Mar 31 (Sat)

6 Sat + 1 Sun KDU DJ Campus

Chow Leong Choon/Kong

Registration Open

KMDC CFP Module 4: Investment Planning

Class

Commencement

Session

Venue

Facilitator

Remarks

CFP402

Feb 18 (Sat)

7 Saturdays KDU DJ Campus

Yap Chee Wah/KC Yap

Registration Open

CFP405

April 1 (Sun)

6 Sat + 1 Sun KDU DJ Campus

Thomas Chan/KC Yap

Registration Open

KMDC CFP Module 5: Retirement Planning and Estate Planning

Class

Commencement

Session

Venue

Facilitator

Remarks

CFP503

Feb 19 (Sun)

6 Sat + 1 Sun

KDU DJ Campus

Azhar Hew/Yap Kam Cheng

Registration Open

CFP505

Mar 11 (Sun)

4 Sat + 3 Sun

KDU DJ Campus

Azhar Hew/Yap Kam Cheng

Registration Open

CFP506

April 14 (Sat)

7 Saturdays

KDU DJ Campus

Azhar Hew/Yap Kam Cheng

Registration Open

KMDC CFP & IFP Module 6: Financial Plan Construction and Professional Responsibilities

Class

Commencement

Session

Venue

Facilitator

Remarks

CFP603

Feb 19 (Sun)

7 Sun + 1 Sat KDU DJ Campus

James Cheong/Eng

Registration Open

CFP606

Mar 13 (Sat)

7 Sat + 1 Sun KDU DJ Campus

Eng Mei Yu/James

Registration Open

CFP608A April 1 (Sun)
Exam Boot Camp - Paper 1
4 Sundays

KDU DJ Campus

Eng/Kong/James/Yap

Registration Open
CFP608B May 12 (Sat)
Exam Boot Camp - Paper 2
3 Saturdays KDU DJ Campus Eng Meei Yu Registration Open
IFP6P1

Mar 24 (Sat)
IFP Preparatory Course

4 Saturdays KDU DJ Campus Haznan Hamshah Registration Open
IFP601

April 21 (Sat)
IFP Module 6
5 Saturdays & 1 Sunday KDU DJ Campus

Maznita Moktar, Azman Ismail & Team

Registration Open

Contact Us

KDU Management Development Centre Sdn. Bhd.  (KMDC)

  • KMDC BUSINES OFFICE @ KDU Section 13 Campus, Petaling Jaya:

Block A, KDU University College Section 13 Campus,
76, Jalan Universiti, 46200 Petaling Jaya, Selangor, Malaysia.

Tel: +603-7953 6969, 7953 6968, +6012-398 9030; Fax: +603-7953 6966; Email: start@kmdc.com.my

Business Hours: Monday - Friday: 9.00 a.m. - 6.00 p.m

KMDC Business Office @ KDU Section 13 Campus: Location Map Click HERE

More information about Malaysia's CFPCERT TM programme and about KMDC CFP facilitators, exam results & etc; and to download documents and forms, here are the links:

1. About KMDC CFP Facilitators: http://www.kmdc.com.my/html/programmes/CFP_Facilitators.html 

2. About KMDC CFP Exam results (we always deliver the best results among CFP education providers): http://www.kmdc.com.my/html/programmes/CFP_Results&Awards.html

3. About: Malaysia's CFP requirements & options: exemptions and Challenge Status: http://www.kmdc.com.my/html/programmes/cfp_requirements.html 

4. Instructions on enrolment & payment: http://www.kmdc.com.my/html/programmes/cfp_how_to_enrol.html

5. KMDC CFP Timetable: http://www.kmdc.com.my/html/programmes/cfp_KL&PJ_Schedule.html

6. Contact KMDC: Addresses, Locations and Maps: http://www.kmdc.com.my/html/programmes/cfp_contact_us.html 

7. Malaysia's CFP Fee: http://www.kmdc.com.my/html/programmes/cfp_fee_structure.html 

Corporate rate available for all employees (both full time and part time) of financial institutions and media companies: enjoy about 20% off the standard fee.  

8. Malaysia's CFP Course outlines: http://www.kmdc.com.my/html/programmes/cfp_outline.html 

9. Frequently Asked Questions about CFP: http://www.kmdc.com.my/html/programmes/prog_04cfp_faq.html

10. Why choosing KMDC? Advantages and Benefits: http://www.kmdc.com.my/html/programmes/cfp_28_reasons.html

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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 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

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