UPCOMING TRAINING
OCTOBER 2025 INTAKE
Training commences from
25 October 2025
Saturday & Sunday
2:30pm to 6:30pm
Examination:
13/14 December 2025
Training Fee (Online)RM1,800 RM1,100
Please reach out to us for the latest offer.
Deadline
16 October 2025
CFP Module 2 (NEW SYLLABUS)
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
January 2026
(New syllabus)
Examination:
14/15 March 2026
Training Fee (Online)
TBA
Deadline
TBA
CFP Module 1 (NEW SYLLABUS)
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
2026
Examination:
TBA
Training Fee (Online)
TBA
Deadline
TBA
CFP Module 3 (NEW SYLLABUS)
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
2026
Examination:
TBA
Training Fee (Online)
TBA
Deadline
TBA
*The fee quoted does not include the examination fee, enrolment fee, FPAM membership, or FPAM textbook.
CFP Module 4 (NEW SYLLABUS)
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.
