CFP stands for "Certified Financial Planner"
the certificate in financial planning= "CertPFS"
Business Certificate of Finance Planing in Malaysia, study for finance cert
Business Certificate of Finance Planing in Malaysia, study for finance cert
|
|
Jun 11 2010, 06:15 AM
Return to original view | Post
#1
|
![]() ![]() ![]() ![]()
Senior Member
525 posts Joined: May 2010 From: KL |
CFP stands for "Certified Financial Planner"
the certificate in financial planning= "CertPFS" |
|
|
Jun 12 2010, 02:57 AM
Return to original view | Post
#2
|
![]() ![]() ![]() ![]()
Senior Member
525 posts Joined: May 2010 From: KL |
when u finished ur CFP, u get CFP cetification lah. why CFA?
only in msia, u can enrol into CFP programme without a degree. at least SPM 5 credits or 3 credits (not sure coz i used my diploma) u need to take module 1 first before u are allowed to take modules 2-5. once u finished mods 1-5 baru can do module 6. u can make EPF withdrawals from Account 2 to pay fees. refer to ur education provider on how to do this. they will help u with the procedure. to be a CFP practitioner, u need to finish all SIX (6) modules and have at least 3yrs work experience in the financial industry to be able to use the CFP trademark behind ur name. of coz u won't be certified if u only managed to finish two modules when the requirement is ALL SIX modules. (unless u are one of those who are exempted from taking all modules like ACCA holder, etc) it's illegal to call urself a "financial planner" or use the trademark if u r not certified. can get fined or go to jail. read more here to find out: kdmc cfphttp://www.kmdc.com.my/html/forms/2009/CFP/CFPBrochure2009.pdf |
|
|
Jun 12 2010, 10:01 PM
Return to original view | Post
#3
|
![]() ![]() ![]() ![]()
Senior Member
525 posts Joined: May 2010 From: KL |
u can do ur necessary relevant finance industry work experience of 3yrs in concurrence of ur CFP modules. meaning, u can take CFP at the same time u r fulfilling the min 3yrs of work experience requirement.
but in order to be CFP certified, u need to show 3yrs relevant work experience first b4 u can be called a CFP and use the CFP trademark. ur employer need to write a letter saying u have worked with them for 3yrs (from which date to which date) , for example, to show FPAM that u have fulfilled the requirement of 3yrs relevant work exp in order for them to give u the CFP certification. u can also do it AFTER u finished ur 6 modules but u cant not use CFP trademark after ur name or tell ppl u r a "financial planner"** until u have finished ur 3yrs work exp and got the CFP certificate from FPAM. **heavy fine and jail time applies if u do so |
| Change to: | 0.0135sec
0.57
6 queries
GZIP Disabled
Time is now: 25th November 2025 - 01:48 AM |