CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® are certification marks owned outside the United States by Financial Planning Standards Board Ltd. FPAM is the marks licensing authority for the CFP Marks in Malaysia, through agreement with FPSB.
UTAR does not certify individuals to use the CFP, CERTIFIED FINANCIAL PLANNER and CFP marks. CFP certification is granted only by FPSB and FPAM to those persons who, in addition to completing an educational requirement offered by this FPAM-approved Education Provider, have met the ethics, experience and examination requirements.
|FiMM active member who has passed ‘CUTE’ examination||X|
|FiMM active member who has passed ‘PRS’ examination||X|
|Registered Financial Planners (MFPC) Holder||X||X|
|Shariah Registered Financial Planners (MFPC) Holder||X||X|
CFP 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 : The Financial Planning Industry in Malaysia
CFP Module 2
Insurance Planning & Estate Planning
CFP Module 3
Investment Planning & Retirement Planning
CFP Module 4
Financial Plan Construction and Professional Responsibilities