Be a CFP Professional
PATHWAYS TO CFP CERTIFICATION
How to be certified?
All candidates must be registered with approved education providers and attend the pre-requisite number of lecture hours. There are 3 options to complete the certification course as seen in this diagram below:
Certification Pathway Options
Interested parties 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 program is 9 months
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):
Table 1
| NO | QUALIFICATIONS |
M1 |
M2 |
| 1 | Active FIMM member who have passed “CUTE” or “PRS” examination. |
√ |
|
| 2 | Registered Financial Planners (MFPC) |
√ |
√ |
| 3 | Shariah Registered Financial Planners (MFPC) |
√ |
√ |
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)
Table 2
| 1 | Professional 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 Process
Complete the relevant forms, and attach duly certified certificates, academic transcripts and letters from employer(s) confirming work experience on the employer(s)’ letterhead. Forms are available from FPAM’s website or approved education providers.
Application for Modular Exemption under Option B or Challenge Status under Option C, 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 next examination.
Examination Format for CFP Certification Examination
|
Module 1 |
75 Objective Questions to be completed in 3 hours |
|
Module 2 |
75 Objective Questions to be completed in 3 hours |
|
Module 3 |
75 Objective Questions to be completed in 3 hours |
|
Module 4 Paper 1 |
60 Objective Questions to be completed in 3 hours |
|
Module 4 Paper 2 |
Prepare a Financial Plan based on case study to be completed in 3 hours |
Relevant documents to download:
Education Providers
All candidates must be enrolled to the CFP Certification Course with our approved Education Providers.
TAR UNIVERSITY OF MANAGEMENT & TECHNOLOGY (TAR UMT)
Address: Centre for Continuing and Professional Education
Jalan Genting Kelang, Setapak, 53300 Kuala Lumpur
Tel: 03-4145 0170 (Direct Line), 03-4145 0123 ext: 3510 (Mr. James Lee), ext: 3516 (Ms. Lee)
Email: cpe@tarc.edu.my
IFPA Resources SDN BHD (IFPA)
Address : SEGi College Subang Jaya ,5th Floor, Persiaran Kewajipan USJ 1, 47600 UEP Subang Jaya
Tel: 010-3130303 (Jazlena)
Email: jazle
Website: www.ifpa.com.my
Universiti Tunku Abdul Rahman, Sungai Long Campus
Address: Centre for Corporate and Community Development
Jalan Sungai Long, Bandar Sungai Long
Cheras, 43000 Kajang, Selangor Darul Ehsan
Tel: 03-9019 8088 (Direct Line)
Email: cccd@utar.edu.my
Website: https://cccd.utar.edu.my/
Facebook: facebook.com/
Twitter: https://twitter.com/
LinkedIn: https://www.
Max Wealth Education Sdn Bhd (1160333-K)
Address: No.24B, 2nd Floor, Jalan SS21/35, Damansara Utama
47400 Petaling Jaya, Selangor
Tel: 013-3438829 / 019-3548829
Email: mwealth.edu@gmail.com
FB: https://www.facebook.com/cfp.mwe
Website: https://maxwealth-edu.my
Universiti Putra Malaysia
Universiti Putra Malaysia
Address: MyAgeing™ Financial Literacy and Educational Hub (MyFiLE), Malaysian Research Institute on Ageing, Universiti Putra Malaysia, 43400 UPM Serdang, Selangor Darul Ehsan
Tel: 010-2316174 (Ms Ainul) / 03-97692758 Fax: 03-97692738 / 2744
Email: myfile@upm.edu.my
Website: https://myfile.upm.edu.my
Facebook Page: https://www.facebook.com/MyFiLEHub
Address: Victoria University Undergraduate Programme, No. 2, Jalan Universiti, Bandar Sunway, 47500 Selangor Darul Ehsan, Malaysia.
Email Address: umadeviu@sunway.edu.my
Tel. No.: 03 5638 7176 / 03 7491 8622
Address: Level 3, Office Building of the Deputy Vice Chancellor (Research & Innovation),
University Putra Malaysia, 43400 Serdang, Selangor
Email Address: Ms. Ernie (ernie@putrabs.edu.my) / enquiry@putrabs.edu.my
Tel: +603-9769 1780 / +603-9769 1792
TAR UNIVERSITY OF MANAGEMENT & TECHNOLOGY (TAR UMT, PG)
Address: 77, Lorong Lembah Permai Tiga,11200 Tanjong Bungah, Pulau Pinang, Malaysia.
Tel: 04-899 5230 (ext. 122)
Fax: 04-8998219
Email: cpepg@tarc.edu.my
Website: https://tarc.edu.my/penang/a/cpe/cpe-short-courses/
WEALTHGO PLUS SDN. BHD.
Address: 105-08-01 Hexagon Tech Park
Jalan Gurdwara, George Town
10300 Penang
Email: enquiry@wealthgoplus.com
Website: https://www.wealthgoplus.com/
Contact: 012 428 8098 Ms Elena Yeoh
Universiti Tunku Abdul Rahman, Kampar Campus
Address: Centre for Corporate and Community Development
Jalan Universiti, Bandar Barat, 31900 Kampar, Perak
Tel: 05-468 8888 ext. 2568 (Mr. Kingsley)
Fax: 05-466 7796
Email: yeancc@utar.edu.my
Website: https://cccd.utar.
Facebook: facebook.com/
Twitter: https://twitter.com/
LinkedIn: https://www.
Max Wealth Education Sdn Bhd (1160333-K)
Address: No. 11-1, Jalan KLJ 6,
Taman Kota Laksamana Jaya,
75200 Melaka.
Contact: 019-3518829 / 019-3548829
Email: mwealth.edu@gmail.com
FB: https://www.facebook.com/cfp.mwe
Website: https://maxwealth-edu.my
Sarawak – Vanguard Dot Biz Sdn Bhd
Address: 1464, Lorong Bayor Bukit 20, Tabuan Jaya, 93350 Kuching
Email: weehunbeen.gst@gmail.com
Contact:
Mr Wee, 012-883 9822 / 082-502298
Ms Lai Chiew Luan – 012-286 9562
Sabah – PRACTICAL WEALTH SDN BHD
8-1, Level 8, Suria Sabah Shopping Mall
1 Jalan Tun Fuad Stephens
88000 Kota Kinabalu, Sabah
Tel: 088-366766
Fax: 088-366501
Mobile: 010-9551800
E-mail: practical.wealth138@gmail.com
Max Wealth Education Sdn Bhd (1160333-K)
Address: No. 11-1, Jalan Austin Heights 8/1,
Taman Mount Austin, 81100 Johor Bahru.
Contact: 019-3518829 / 019-3548829
Email: mwealth.edu@gmail.com
FB: https://www.facebook.com/cfp.mwe
Website: https://maxwealth-edu.my
IFPA Resources SDN BHD (IFPA-JB)
Address: 11-01, Jalan Bestari 8/2, Taman Nusa Bestari, 79150 Iskandar Puteri, Johor
Tel: 016-212 9737
Email: yonghuiyin@segi.edu.my
Website: www.ifpa.com.my
