Programmes

Certified Financial Planner (CFP) Programme:Build Your Future in Global Financial PlanningIn today’s competitive financial services industry, success requires more than product knowledge—it requires the ability to understand clients, develop strategies and deliver holistic financial plans with professionalism and trust. The Certified Financial Planner (CFP®) programme equips you with these essential skills to stand out as a trusted financial expert.

Administered globally and locally recognised by Bank Negara Malaysia and the Securities Commission Malaysia, the Certified Financial Planner (CFP®) designation is the gold standard in financial planning. The CFP® mark represents the highest level of professional competence and ethical integrity in financial planning.

CFP Programme OverviewTo earn your certification, the CFP® programme guides you through a comprehensive, structured curriculum. Transitioning into a modernized structure, the certification covers five curated modules designed to make you an all-rounded industry expert.

Module 1: Foundation in Financial Planning with Behavioural Psychology of Financial PlanningThis introductory module covers how money moves through the economy, the regulations keeping the industry safe, and the core steps to build a solid financial plan. Crucially, it explores the psychology behind money, helping you understand how human emotions and mindsets drive day-to-day financial decisions.

Module 2: Insurance and Risk Management with Estate PlanningFocused on protecting wealth, this module teaches you how to evaluate personal risks and use insurance strategically to safeguard health, income, and assets. It also guides you through estate planning, showing you how wealth can be smoothly and legally passed down to loved ones under Malaysian laws.

Module 3: Investment Planning and Portfolio ManagementThis module explores how financial markets work and how economic trends influence investment performance. You will learn the mechanics of options like stocks, bonds, and mutual funds, and discover how to mix and balance them to build custom portfolios that match a client’s risk comfort level.

Module 4: Retirement Planning and Tax PlanningDesigned to help clients secure a comfortable future, this course teaches you how to estimate living costs, outsmart inflation, and structure steady income streams for retirement. The course also integrates the essentials of tax planning, including methods to legally and ethically minimize tax burdens.

Module 5: Financial Plan Construction and Professional ResponsibilitiesThis final capstone module shifts your knowledge from theory into real-world practice by having you construct a complete financial plan from scratch for a real-life scenario. It places a major emphasis on professional ethics and regulatory compliance, ensuring you step into the industry as a deeply trusted advisor.

Key Benefits of the CFP® Programme

• Global & Local Credibility: The CFP® mark is globally recognized. In Malaysia, it is recognised by the Securities Commission Malaysia and Bank Negara Malaysia, e.g. as an accepted qualification for the New Capital Markets Services Representative’s Licence (CMSRL) and the Financial Adviser’s Representative (FAR).
• Boost Your Earning Potential: Certified professionals command higher advisory fees, earn stronger commissions, and climb the corporate ladder much faster than non-certified peers.
• Future-Proof Your Career: As automated fintech takes over basic transactions, the human touch of a qualified advisor who understands behavioral psychology and complex estate planning cannot be replaced by an app.
• Clarity in Your Own Finances: Beyond helping others, the knowledge you gain gives you total control over your own investments, tax liabilities, and generational wealth planning.

Who Should Attend the CFP® Programme?

This programme is ideal for:

• Current Financial Professionals: Insurance agents, unit trust consultants, mortgage officers, and bank relationship managers who want to expand their repertoire and become trusted, holistic wealth advisors.
• Career Changers & Industry Newcomers: Professionals from engineering, IT, or corporate backgrounds who want to pivot into a high-growth, human-centric industry with an official stamp of credibility.
• Finance & Business Graduates: Recent graduates looking for a competitive edge to make their resumes pop when applying to top-tier financial institutions.

Take the Leap with TAR UMT’s CFP® Programme

An elite qualification deserves an elite training ground. The Centre for Continuing and Professional Education (CPE) at Tunku Abdul Rahman University of Management and Technology (TAR UMT) offers a premier learning experience designed for aspiring and current financial professionals.

 – Approved CFP Education Provider

 – 100% online classes on weekends

 – Experienced trainers

Your future in wealth management starts today. Don’t wait for the next market shift—be the professional who guides others through it.

 Click on the links below to explore intake dates and secure your spot now!

CFP Module 1: Foundation in Financial Planning with Behavioural Psychology of Financial Planning

CFP Module 2: Insurance and Risk Management with Estate Planning

CFP Module 3: Investment Planning and Portfolio Management

CFP Module 4: Retirement Planning & Tax Planning

CFP Module 5: Financial Plan Construction and Professional Responsibilities

Have questions?

 Email: cpe@tarc.edu.my  

WhatsApp: 011-1075 8530