Certified Financial Planner (CFP) Certification Programme
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.
Certification Pathway Options
Interested participants 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 programme is 9 months.
NO |
QUALIFICATIONS |
Module 1 |
Module 2 |
1 |
Active FIMM member who have passed “CUTE” or “PRS” examination |
√ |
|
2 |
Registered Financial Planners (MFPC) |
√ |
√ |
3 |
Shariah Registered Financial Planners (MFPC) |
√ |
√ |
NO |
QUALIFICATIONS |
1 |
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) |
Fee |
Jan - Dec |
July - Dec |
Trade Member (For M1 Participant) |
RM50 |
RM25 |
Associate Member (For M2 - M4 Participant) |
RM150 |
RM75 |
Certified Member (For those who completed all modules) |
RM410 |
RM285 |
Fee | M1 / M2 / M3 | M4 |
UTAR Student | RM250 | RM500 |
Charter Member Rate | RM250 | RM500 |
Corporate Member Rate | RM300 | RM600 |
Individual (Public Rate) | RM350 | RM700 |
REGISTER ONLINE |
Mr Kingsley Yean 05-4688888 (ext.2568) /
016-261 8830 yeancc@utar.edu.my