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CFP

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 below.
 

Certification Pathway Options

Option A - Exam Based

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.
 

Option B - Modular Exemption

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).
 
No. Qualifications M1 M2
1 Active FIMM member who have passed “CUTE” or “PRS” examination Yes  
2 Registered Financial Planners (MFPC) Yes Yes
3 Shariah Registered Financial Planners (MFPC) Yes Yes
 

Option C - Challenge Status

Only Malaysians who possess the following qualifications or professional credentials with 3 years relevant work experience in personal finance* are eligible to apply. The exemption is for Modules 1 to 3 of the certification. Applicants are allowed only 3 consecutive attempts under this option. (terms & conditions apply).
 
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
  Ph.D. (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
 
Next Step
 

And 3 Years of Relevant Work Experience

 
Next Step
 
CFP
 

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 Centres for CFP Certification Examination

Exam Centre Venue
Kuala Lumpur (KL) Universiti Malaya
Penang (PG) KDU Penang Campus
Kota Kinabalu (KK)
(June/ July session only)
Kinabalu Commercial College
Kuching (KCH)
(Dec session only)
SEGi College Sarawak
Johor Bahru (JB) Max Wealth Advisory Sdn. Bhd.
 

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:

 
Contact Us Now
 
 
Chris
 

Chris Ton

I am a finance major and I have always wanted to specialize in financial planning. I came across Smart Freesia’s online advertisement by chance and after obtaining more details I enrolled myself in their program, and that was the best decision I ever made. Smart Freesia has greatly assisted me in attaining my CFP certification by making things easier with their dedicated teaching and guidance.
 
01/ 03
Kaylyn
 

Kaylyn Eng

When I decided to change my career path from engineering to the financial industry, I was introduced to Smart Freesia by a friend of mine, signed up for financial planning courses, and pursued my CFP certification. I was exposed to a broad range of practical financial planning knowledge which is not only applicable to my new career but also to my own life. Now I am entering my 4th year in my financial career, and I am able to excel even when I used to be in a very different industry.
 
02/ 03
Heng Leng
 

Lee Heng Leng

As a practicing scientist in the field of research, I was unfamiliar but at the same time intrigued by financial planning information. I gained a theoretical and practical understanding of financial planning through Smart Freesia and it significantly helped me in developing and managing my own financial goals and plans. With very practical teaching techniques, I am able to pick up relevant knowledge without much difficulty.
 
03/ 03
 
CFP Couses Johor Bahru JB | Certified Risk Management Partime Training Institute