Be A CFP Professional

PATHWAYS TO CFP CERTIFICATION

How to be certified?
All candidates must be registered with approved education providers and attend the pre-requisite number of lecture hours. There are 3 options to complete the certification course as seen in this diagram below:

Certification Pathway Options

Interested parties with at least a Bachelor’s degree are required to sit for the entire certification course, which comprises of the following Modules.

Module 1 – Foundation in Financial Planning and Tax Planning (Download Syllabus)
Module 2 – Insurance Planning & Estate Planning (Download Syllabus)
Module 3 – Investment Planning and Retirement Planning (Download Syllabus)
Module 4 – Financial Plan Construction and Professional Responsibilities (Download Syllabus)

The shortest time frame to complete the program is 12 months

FPAM recognizes that certain professional qualifications cover partial components in financial planning. Holders of the following qualifications are granted exemption as listed below (terms & conditions apply):

Table 1

NO QUALIFICATIONS

M1

M2

1 Active FIMM member who have passed “CUTE” or “PRS” examination.

2 Registered Financial Planners (MFPC)

3 Shariah Registered Financial Planners (MFPC)

Only Malaysians who possess the following qualifications or professional credentials with 3 years relevant work experience in personal finance* are eligible to apply. Exemption is for Modules 1 to 3 of the certification. Applicants are allowed only 3 consecutive attempts under this option. (terms & conditions apply)

Table 2

1 Professional Accountants (CA(M), CPA (M), CPA (Aust), AICPA, ACA, ACCA, ICMA and AIA)
2 Chartered Secretaries (ICSA & Fellow of MACS)
3 Chartered Financial Consultants (ChFC)
4 Chartered Financial Analyst (CFA)
5 PhD (Business, Accounting or Economics)
6 Masters (Business Admin / Finance / Economics / Accounting) from accredited universities
7 Islamic Financial Planner (IFP)

* personal finance related experience can be in any of the following areas: insurance, mutual funds, securities, asset management, accounting, estate planning, banking, taxation, trusts, retirement planning and financial planning and must be within the 5 years prior to application

Application Process

Complete the relevant forms, and attach duly certified certificates, academic transcripts and letters from employer(s) confirming work experience on the employer(s)’ letterhead. Forms are available from FPAM’s website or approved education providers.

Application for Modular Exemption under Option B or Challenge Status under Option C, must be submitted at least 2 months before registration for the examination and must be submitted individually. Failure to comply with the above conditions will result in your application not being processed in time for the next examination.

Examination Centres for CFP Certification Examination

EXAM CENTRE

VENUE

KL – KUALA LUMPUR

Universiti Malaya

PG – PENANG

KDU Penang Campus

KK – KOTA KINABALU
(June/July session only)

Kinabalu Commercial College

KCH – KUCHING
(Dec session only)

SEGi College Sarawak

JB – JOHOR BAHRU

Max Wealth Advisory Sdn Bhd

Examination Format for CFP Certification Examination

Module 1

75 Objective Questions to be completed in 3 hours

Module 2

75 Objective Questions to be completed in 3 hours

Module 3

75 Objective Questions to be completed in 3 hours

Module 4 Paper 1

60 Objective Questions to be completed in 3 hours

Module 4 Paper 2

Prepare a Financial Plan based on case study to be completed in 3 hours

Relevant documents to download:

Education Providers

All candidates must be enrolled to the CFP Certification Course with our approved Education Providers.

Tunku Abdul Rahman University College (TARUC, KL)
Address: Centre for Continuing and Professional Education
Jalan Genting Kelang, Setapak, 53300 Kuala Lumpur
Tel: 03-4145 0170 (Direct Line), 03-4145 0123 ext: 3510 (Mr. James Lee), ext: 3516 (Ms. Lee)
Email: cpe@tarc.edu.my

IFPA Resources SDN BHD (IFPA)
Address : SEGi College Subang Jaya ,5th Floor, Persiaran Kewajipan USJ 1, 47600 UEP Subang Jaya
Tel: 03-8605 3888 ext 3990 / 016-2129735 (Eve Tan)
Fax: 03-8605 3816
Email: agtan@segi.edu.my
Website: www.ifpa.com.my
State Contact:
Johor – Mr Chua, 012-318 3136

Universiti Tunku Abdul Rahman, Sungai Long Campus
Address: Centre for Corporate and Community Development
Jalan Sungai Long, Bandar Sungai Long
Cheras, 43000 Kajang, Selangor Darul Ehsan
Tel: 03-9019 8088 (Direct Line), 03-9086 0288 ext: 808 (Ms Iris)
Fax: 03-9019 3880
Email: cccd@utar.edu.my
Website:  https://cccd.utar.edu.my/Certified-Financial-Planner–CFP–Certification-Programme.php

 

Bridge Arrow Sdn Bhd
Address: A1-08-3, Bukit Utama 1,
No. 3, Changkat Bukit Utama, PJU 6 Bandar Utama,
47800 Petaling Jaya, Selangor Darul Ehsan, Malaysia.
Tel: 03 7713 3270
WhatsApp: 012 797 7100
Email: start@bridge.com.my
FB: www.facebook.com/MyCFP/
Website: www.bridge-arrow.com.my

 

Max Wealth Education Sdn Bhd (1160333-K)
Address: D-05-07, Menara Mitraland, Jalan PJU 5/1,
Kota Damansara 47810 Petaling Jaya
Tel: 016-2138829 / 013-2408819
Email: mwealth.edu@gmail.com
FB: https://www.facebook.com/cfp.maxg/
Website: https://maxwealth-edu.my

Penang – LiFE Academy
Address: DISTED College, Yeap Chor Ee Campus, 340 Macalister Road, 10350 Penang
Tel: 04-2296579, 012-428 8098 Fax: 04-2266403
Email: lifeacademy@disted.edu.my
Web site: www.lifeacademy.com.my
Contact: Miss Elena Yeoh

Universiti Tunku Abdul Rahman, Kampar Campus
Address: Centre for Extension Education
Jalan Universiti, Bandar Barat, 31900 Kampar, Perak
Tel: 05-468 8888 (Direct Line) (En. Faizul)
Fax: 05-466 1313
Email: faizula@utar.edu.my
Website: http://www.utar.edu.my/cee
Facebook: http://www.facebook.com/UTARCEE
Twitter: http://wwww.twitter.com/UTARCEE

Perak – IRAS Ekuiti Sdn Bhd
Address: Unit B-3-6, Jalan Dato Seri Ahmad Said, Greentown Square, 30450 Ipoh, Perak
Email: irasedu@gmail.com
Contact: Jeannie Mah, 018-3716199

Max Wealth Education Sdn Bhd (1160333-K)
Address: No. 11-1, Jalan KLJ 6,
Taman Kota Laksamana Jaya,
75200 Melaka.
Contact: 016-2138829 / 013-2408819
Email: mwealth.edu@gmail.com
FB: https://www.facebook.com/cfp.maxg/
Website: https://maxwealth-edu.my

Sarawak – Vanguard Dot Biz Sdn Bhd
Address: 1464, Lorong Bayor Bukit 20, Tabuan Jaya, 93350 Kuching
Email: weehunbeen.gst@gmail.com
Contact:
Mr Wee, 012-883 9822 / 082-502298
Ms Lai Chiew Luan – 012-286 9562

Sabah – PRACTICAL WEALTH SDN BHD
8-1, Level 8, Suria Sabah Shopping Mall
1 Jalan Tun Fuad Stephens
88000 Kota Kinabalu, Sabah
Tel:         088-366766  Fax:088-366501
Mobile:  010-9551800
E-mail:  practical.wealth138@gmail.com

Max Wealth Education Sdn Bhd (1160333-K)
Address: No. 11-1, Jalan Austin Heights 8/1,
Taman Mount Austin, 81100 Johor Bahru.
Contact: 016-2138829 / 013-2408819
Email: mwealth.edu@gmail.com
FB: https://www.facebook.com/cfp.maxg/
Website: https://maxwealth-edu.my

Make all that important decision now!