Upcoming Training
JULY 2025 INTAKE
RM3,XXX for 4 modules
FIMM Exemption
PITO Exemption
Challenge Status
Training commences from
26 July 2025
Saturday & Sunday
9:00am to 1:00pm
Examination:
13/14 September 2025
Training Fee (Online)RM1,800 RM1,000
Please reach out to us for the latest offer.
Deadline
17 July 2025
CFP Module 1
FOUNDATION IN FINANCIAL PLANNING & TAX PLANNING
Trainer: Wilfred Lim
*The fee quoted does not include the examination fee, enrolment fee, FPAM membership, or FPAM textbook.
Training commences from
25 October 2025
Saturday & Sunday
2:30pm to 6:30pm
Examination:
13/14 December 2025
Training Fee (Online)RM1,800 RM1,000
Please reach out to us for the latest offer.
Deadline
16 October 2025
CFP Module 2
INSURANCE PLANNING & ESTATE PLANNING
Trainer: Lee Khee Chuan
*The fee quoted does not include the examination fee, enrolment fee, FPAM membership, or FPAM textbook.
Training commences from
26 July 2025
Saturday & Sunday
2:30pm to 6:30pm
Examination:
13/14 September 2025
Training Fee (Online)RM1,800 RM1,000
Please reach out to us for the latest offer..
Deadline
17 July 2025
CFP Module 3
INVESTMENT PLANNING & RETIREMENT PLANNING
Trainer: Avril Yap
*The fee quoted does not include the examination fee, enrolment fee, FPAM membership, or FPAM textbook.
Training commences from
26 July 2025
Saturday & Sunday
2:30pm to 6:30pm
Examination:
13 &14 September 2025
Training Fee (Online)RM1,800 RM1,200*
Please reach out to us for the latest offer.
Deadline
17 July 2025
*The fee quoted does not include the examination fee, enrolment fee, FPAM membership, or FPAM textbook.
CFP Module 4
FINANCIAL PLAN CONSTRUCTION AND PROFESSIONAL RESPONSIBILITIES
Trainer: Wilfred Lim
How Do You Get the Most Out of CFP Certification?
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.
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.
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.
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.
