Saturday 12 December 2015

CFP Module 1 Melaka Class

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


 
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CFP Module 1: Foundation in Financial Planning
January 2016 intake  ( Weekends )
8 DAYS LECTURE
Date
Day
Description
21/2/16
(Sunday)
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

6/3/16
(Sunday)

CFP Module 1 Foundation Day 2
The Economic Environment & Its Effect on Financial Planning
Behavioural Finance
20/3/16
(Sunday)

CFP Module 1 Foundation Day 3
Time Value of Money & Financial Calculator Workshop
PM: Analytical Tools for Financial Planning Professionals
3/4/16
(Sunday)
 CFP Module 1 Foundation Day 4

Risk Management and Insurance Planning
17/4/16
(Sunday)

CFP Module 1 Foundation Day 5

Tax Planning
8/5/16
(Sunday)

CFP Module 1 Foundation Day 6

Investment Planning
22/5/16
(Sunday)

CFP Module 1 Foundation Day 7
Retirement Planning
Estate Planning
29/5/16
(Sunday)

CFP Module1 Foundation Day 8

Mock Exam and Revision Seminar




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