UPCOMING TRAINING
JUNE 2026 INTAKE MODULES
M2, M3, and M4 cover different areas of financial planning and they are independent modules. Therefore, you can complete these modules in any order, without following the sequence of M2, M3, and M4. But to proceed to M5, candidates must complete M2, M3, and M4.
Module 1
Tuesday & Thursday
8:00PM to 11:00PM
Module 2
Wednesday & Friday
8:00PM to 11:00PM
APRIL 2026 TRAINING FEES
Modular Fee
RM1,068 per module
includes FPAM books
Processing fee:
RM150 (one-off)
Complete Package Fee
Normal Enrollment - RM3,988
FIMM Exemption - RM3,668
PITO Exemption - RM3,368
Challenge Status - RM3,188
The FIMM exemption, PITO exemption, and Challenge Status complete packages include:
M2 to M5 training
How to use financial calculator
Calculations for developing a financial plan
Tax planning
Psychology of financial planning
Financial planning process with psychology of financial planning
Training commences from
21 July 2026
Tuesday & Thursday
Time: 20:00 to 23:00
Examination:
19/20 September 2026
Training Fee (Online)
RM1,068
(Incl. FPAM M1 book)
Deadline
10 July 2026
Note:
Financial calculations and tax planning will be conducted on Saturday and Sunday @ 2:30pm
CFP Module 1
FOUNDATION IN FINANCIAL PLANNING &
PSYCHOLOGY OF FINANCIAL PLANNING
Training commences from
22 July 2026
Wednesday & Friday
Time: 20:00 to 23:00
Examination:
19/20 September 2026
Training Fee (Online)
RM1,068
(Incl. FPAM M2 book)
Deadline
10 July 2026
CFP Module 2
INSURANCE PLANNING & ESTATE PLANNING
Training Dates
Q4 2026
Wednesday & Friday
Time: 20:00 to 23:00
Examination:
12/13 December 2026
Training Fee (Online)
RM1,068
(Incl. FPAM M3 book)
Deadline
TBA
CFP Module 3
INVESTMENT PLANNING & PORTFOLIO MANAGEMENT
Training commences from
Q1 2027
Wednesday & Friday
Time: 20:00 to 23:00
Examination:
TBA
Training Fee (Online)
RM1,068
(Incl. FPAM M4 book)
Deadline
TBA
CFP Module 4
RETIREMENT PLANNING & TAX PLANNING
Training commences from
TBA
Examination:
TBA
Training Fee (Online)
RM1,168
(Incl. FPAM M5 book)
Deadline
TBA
CFP Module 5
FINANCIAL PLAN CONSTRUCTION AND PROFESSIONAL RESPONSIBILITIES
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.
