CFP Module 1 JB Schedule

			MAX GROWTH WEALTH EDUCATION SDN BHD (1160333K) No. 321-B (2nd Floor), Jalan Ong Kim Wee, 75300 Melaka Tel: 016-213 8829/19 Fax: 606 – 286 5768 Email: maxgrowth09@gmail.com

CFP Module 1: Foundation in Financial Planning

January 2016 intake  ( Weekends )

8 DAYS LECTURE

Date	Day	Description
27/2/16 (Saturday)	CFP Module 1 Foundation Day 1	Overview of Financial Planning Industry, Regulatory Controls & Practices Affecting Financial Planning, The Nature & Scope of Financial Planning The Basis of Financial Plan & Code of Ethics, Effective Communication in Client Counselling
28/2/16 (Sunday)	CFP Module 1 Foundation Day 2	The Economic Environment & Its Effect on Financial Planning Behavioural Finance
19/3/16 (Saturday)	CFP Module 1 Foundation Day 3	Time Value of Money & Financial Calculator Workshop PM: Analytical Tools for Financial Planning Professionals
20/3/16 (Sunday)	CFP Module 1 Foundation Day 4	Risk Management and Insurance Planning
23/4/16 (Saturday)	CFP Module 1 Foundation Day 5	Tax Planning
24/4/16 (Sunday)	CFP Module 1 Foundation Day 6	Investment Planning
14/5/16 (Saturday)	CFP Module 1 Foundation Day 7	Retirement Planning Estate Planning
15/5/16 (Sunday)	CFP Module1 Foundation Day 8	Mock Exam and Revision Seminar