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 Program Employee of Charter
Member
Non-Member Savings for Employee of Charter Member
Fees per Module RM250 RM350 RM100
Fees for all 4 Modules(2 Examinations) RM1,250 RM1,750 RM500

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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