Charter Membership

Charter Membership Fees

Sponsorship sum

RM30,000 one off

Annual Fee

RM 2,000

Examination Fees for CFP Certification Program

Examination Fees for CFP Certification ProgramEmployee of Charter
Member		Non-Member

Savings for Employee of Charter Member

Fees per Module

RM250

RM350

RM100

Fees for all 5 Modules

RM1,500

RM2,100

RM600

Selected Benefits for Charter Members

  • Nomination of representative to the Board of FPAM which is elected biennially.
  • Use of FPAM logo on Charter member’s official documents.
  • Participation in working committees to promote financial planning to the public and assist the authorities in drafting regulations pertaining to the industry and the profession.
  • Employees and agency force of Charter members enjoy discount per module of the CFP certification examination.
  • Discount for delegates of Charter members to conferences and seminars organized by FPAM.
  • Participation as host for networking functions of the Association (e.g. Awards and Networking event).
  • Write-up on organization in 4E Journal, FPAM’s in-house journal.
  • Complimentary copies of each issue of 4E Journal, published quarterly.
  • Listing on FPAM’s website.

RECOGNITION OF CFP / IFP DESIGNATION BY REGULATORY BODIES IN MALAYSIA

  Regulatory Bodies CFP
Prerequisite for CMSL SC √
Module 1 holders able to recommend full range of financial products SC √
Eligible for Internship Programme for licensed financial planner SC   √
Prerequisite for FAR Licence BNM √
Module 1 & 2 required to renew life insurance licence BNM & LIAM √
Module 1,2,3 holders exempted from CUTE FiMM √
Eligible for CPD points under FiMM Continuing Professional Development Programme FiMM √
Eligible for withdrawal for education purposes EPF √
Eligible for training grant under the Human Resources Development Fund   HRDF   √
Exempted from Pre-Contract Examination for Insurance Agents (PCEIA) Part A, B & C MII √
Module 1,2,3 exempted from PRS examinations FiMM
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