Frequently Asked Questions about How to Enrol for CFP Step 1: - TopicsExpress



          

Frequently Asked Questions about How to Enrol for CFP Step 1: Register as CFP student with approved CFP education provider, KDU Management Development Centre (KMDC). Step 2. Apply to be a Trade Member of Financial Planning Association of Malaysia (FPAM). *Where to register? Visit KMDC office to complete the above mentioned two processes. KMDC Office is open daily 9-5 including weekend in these 3 months. Address: KDU University College Section 13 Campus (next to Sin Chew Daily), Jalan Universiti, PJ. Location Map: bit.ly/J6zPmu Tel: 03-7953 6969, Fax: 03-7953 6966 email: [email protected] URL: kmdc.my *What to Bring? -Bring your IC, and your original degree certificate or a certified copy. *What are the forms to submit? 1. KMDC CFP Application Form - download: bit.ly/1eG5QfL 2. FPAM Trade Member Form - download: bit.ly/1g5cFf8 How much to pay? 1. CFP Tuition Fee and one-time application fee: please refer to the Fee Schedule here: bit.ly/1lOnekC (Please note: you will only pay for the module(s) that you enrolled, not all 6 modules) If attached to financial institution (banks, unit trusts, insurance companies & etc), you will come under Corporate Package, i.e. Module 1 Tuition Fee is RM1480 & one-time application fee is RM200. 2. FPAM Trade membership fee: RM50 per annum. How to make payments: 1. Tuition Fee and application fee: payable to KDU Management Development Centre Sdn. Bhd. On CFP application form, authorise KMDC to charge your credit card or bank in to KMDCs MBB account: 514196-326142. We also accept cheque or cash. 2. FPAMs Trade Member fee: payable to Financial Planning Association of Malaysia. On the Trade Member Form, authorise FPAM to charge your credit card, or bank in to FPAMs MBB account: 514075-128677. Cheque is accepted but no cash please. Can I withdraw EPF to make for payment? -Yes, as long as you have sufficient saving in your EPF Account 2, you can apply to withdraw EPF money for tuition fee and exam fee. - download and submit this EPF withdrawal request form hereD bit.ly/1iepfr2 (submit together with CFP application form and Trade member form) No time to come to KMDC office, what can I do? - Fax or email your documents (forms, certificate, and bank-in slip if applicable). Fax: 03-7953 6966, email: [email protected]. Then on the first day of class, present your original certificate for verification.
Posted on: Tue, 18 Mar 2014 06:48:34 +0000

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