Upcoming Training
JUNE 2024 INTAKE
FOR SEPT 2024 EXAMINATION
Intake is open for
- Module 1
- Module 3
For more details, please refer to the relevant modules below.
CFP Module 1
FOUNDATION IN FINANCIAL PLANNING & TAX PLANNING
Trainer: Wilfred Lim
Training commences from
July 14, 2024
Tuesday 8:00pm to 10.30pm
Sunday 1:00pm to 5:00pm
Examination:
7 Sept 2024
Training Fee (Online)
RM1,800 RM1,095*
Deadline
10 July 2024
*The fee quoted does not include the examination fee, FPAM application fee, FPAM membership, or FPAM textbook.
CFP Module 2
INSURANCE PLANNING & ESTATE PLANNING
Trainer: Lee Khee Chuan
Training commences from
July 13, 2024
Wednesday 8:00pm to 10.30pm
Saturday 9:00am to 1:00pm
Examination:
8 Sept 2024
Training Fee (Online)
RM1,800 RM1,095*
Deadline
10 July 2024
*The fee quoted does not include the examination fee, FPAM application fee, FPAM membership, or FPAM textbook.
CFP Module 4
FINANCIAL PLAN CONSTRUCTION AND PROFESSIONAL RESPONSIBILITIES
Trainer: Wilfred Lim
Training commences from
TBA
Examination:
TBA
Training Fee (Online)
RM2,200 RM1,295*
Deadline
TBA
*The fee quoted does not include the examination fee, FPAM application fee, FPAM membership fee, or FPAM textbook.
CFP Module 3
INVESTMENT PLANNING & RETIREMENT PLANNING
Trainer: Avril Yap
Online Class
TBA
Examination:
TBA
Training Fee (Online)
RM1,800 RM1,095*
Deadline
TBA
*The fee quoted does not include the examination fee, FPAM application fee, FPAM membership fee, or FPAM textbook.
How Do You Get the Most Out of CFP Certification?
1) Learn all the modules - Skipping one or two modules may develop gaps in your knowledge that will prevent you from merging financial planning components effectively.
2) Learn from others - CFP training provides an opportunity to learn from those with different backgrounds and experiences. Be proactive and contribute to class discussions. Always seek others' opinions to broaden your perspective and enrich your understanding.
3) Unlearn and relearn - CFP training differs from insurance and unit trust training. If you enroll just for the credential, believing you already know everything, you will not learn anything.
4) Master Time Value of Money - A weak grasp of TVM will limit your ability to analyze and customize solutions. Though most unit trust and insurance advisors learned about TVM, what they have learned is insufficient for developing a comprehensive financial plan.
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