UNIVERSITI TUNKU ABDUL RAHMAN
CERTIFIED FINANCIAL PLANNER CERTIFICATION PROGRAMME            
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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


Option A
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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.

  • For Non degree holder, if you have SPM qualification and at least 5 years of relevant work experience, you can sit for Prior Learning Recognition Assessment (PLRA) – a multiple-choice test. Once passed, you are eligible to apply for CFP programme. Candidates are only allowed to register for the PLRA assessment 2 times and there must be a break of 6 months between the attempts. If you are interested to take the exam, please contact Ms Fong Lai Peng from FPAM, at Email: laipeng@fpam.org.my or Tel: 03-7954 9500 to arrange for the exam.
  • UTAR Degree student (Student from Bachelor of Finance and Bachelor of Banking & Finance are exempted from Module 3).

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

NO

QUALIFICATIONS

Module 1

Module 2

1

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

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2

Registered Financial Planners (MFPC)

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√

3

Shariah Registered Financial Planners (MFPC)

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 ›  Click here - Application for Modular Exemption

Application 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 examination.


Option C
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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): 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).

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)


* 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 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 examination.


CFP Career Pathway


FPAM Fees


Membership Fee

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

To check the Charter and Corporate members listing, please click here.

Exam Fee

Fee

M1 / M2 / M3

M4

UTAR Student

RM250

RM500

Charter Member Rate

RM250

RM500

Corporate Member Rate

RM300

RM600

Individual (Public Rate)

RM350

RM700


 »  If you are working in one of the Charter or Corporate members of FPAM, please get the endorsement on the examination form 
to be entitled to discounted rate for examination fees.


Register with UTAR!

UTAR Student Loans (maximum of RM5,000 per annum)

Criteria

  • Citizen of Malaysia.
  • Applicant must be currently enrolled in full-time undergraduate programme at UTAR.
  • Applicant is not on leave of absence/suspension.
  • Applicant from needy family (B40) only.
 ›  For more details, please contact Department of Scholarships and Financial Aid 
     UTAR Sungai Long: 03-90860288 ext. 380
     UTAR Kampar: 05-4688888 ext. 2575


REGISTER ONLINE

› February 2024 (Virtual)
› August 2024 (Virtual)

 ›  Testimonials  


Vincent Sii Toh Ong
Unit Trust Consultant & Private Retirement Consultant
Public Mutual Berhad
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The CFP programme provided by UTAR is comprehensive. The lecturers assist us along the way and guide us in answering CFP module questions. We can ask about our concerns or request further explanations from time to time through WhatsApp group and Microsoft Teams online lectures. Overall, UTAR is an ideal place for those who search to pursue an affordable CFP programme with flexibility without the lecture quality being compromised.


Yio Kok Chun

Wealth Planner                    Prudential Assurance Malaysia  Berhad (PAMB)

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The lecturer is very patient and provides a lot of additional information that is related to our life which is very helpful and makes the class more lively and easier to understand.


Leong Mun Kit

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The lecturer uses a very practical approach in this Module 2 to show the applications and ways of approaching insurance and estate planning for the client which is very valuable considering this is a practical course. I do hope that future courses are all like this so that the students can appreciate the importance of book theory and how to apply them to actual real-life scenario.




 ›  Forms 
Membership Form
› Associate Member

Application Form

Examination Form
› UTAR Students 
› Non-UTAR Students

 ›  Get in touch with us

Have a question that needs to be answered?

Mr Gim Jie Wei
03-9019 8088 (Ext: 808) /
016-223 3563

Mr Kingsley Yean                             05-4688 888 (Ext: 2568) /
016-261 8830          yeancc@utar.edu.my