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CERTIFIED FINANCIAL PLANNER (CFP)

Certification Programme

 

Setting You Apart

  • Do you want to stand out as a personal financial expert who has the highest level of financial competence, ethics, and professionalism?

  • Do you want to join the elite group of over 200,000 CFP professionals who are respected and trusted by clients and employers worldwide?

  • Do you want to enhance your financial career prospects, increase client satisfaction, and achieve significant growth in your financial career?

  • Do you aspire to achieve financial freedom and independence for yourself and your clients?

 

If you answered YES to any of these questions, then CFP certification - the highest standard in financial planning is for you.

 

Over 40 years of history, the CFP certification is not just a certificate, it is a symbol of excellence that shows you have met the rigorous requirements of education, examination, experience, and ethics to provide comprehensive and holistic financial planning.

 

It is  the ONLY globally recognized symbol of excellence for financial planning, currently recognized by total of 27 countries worldwide and growing, including:

Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, the Netherlands, New Zealand, People’s Republic of China, Peru, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States

 

By earning the CFP certification, you will gain:

  • prestigious professional title that sets you apart from other financial planners and demonstrates your commitment to excellence

  • A full spectrum of personal financial planning knowledge that covers all aspects of financial planning, from budgeting and investing to retirement and estate planning

  • An on-going financial competency training that keeps you updated with the latest trends, developments, and best practices in the financial planning profession

  • The best standards of practices in the industry that ensure you deliver high-quality financial planning services that meet the needs and expectations of your clients

  • The highest ethical standards that guide you to act in the best interest of your clients and the public at all times

 

These benefits will help you build lasting and profitable relationships with your clients, who will trust you as their financial partner and advocate.

"70% of CFP professionals say CFP certification has had a positive impact on their knowledge, their confidence with clients, and client trust"

- ORC International, 2013

Furthermore, with the expertise granted by a CFP certification, you can also master your own finances and achieve your financial independence with confidence and effectiveness.

Looking for a reliable and reputable institution to help you prepare for the CFP certification?

 

Look no further than the approved education provider for CFP certification program: WealthGo Plus. 

 

We are proud producer of :

Thus, we have a strong proven track record of delivering high-quality education and training for aspiring CFP professionals.

 

We offer:

  • Flexible and affordable learning options (online & physical class),

  • Experienced and qualified instructors (who are also practitioners) , and

  • Comprehensive study materials and learning resources (such as comprehensive notes, practical questions, mock exam questions,  practical case studies, group discussion, video recordings, and more...)

 

We are committed to helping you succeed in your CFP certification journey, your financial planning career and also your personal financial success.

Take your first step towards becoming a CFP professional today!

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WHY FINANCIAL PLANNING?

Reducing Financial Stress Achieving Your Financial Independence

Did you know:

"73% of people rank their finances as the most significant source of stress in their life."

-2021 Capital One CreditWise survey

 

It’s not surprising, considering the challenges and uncertainties that many people face in managing their money. Things like:

  • High economic volatility and unpredictability

  • Increasing job/business instability & slower income

  • High inflationary cost in affording house, car, children education, personal & family lifestyle, and retirement

  • Frequent changes financial regulations & tax law

  • Emergence of many new and complex financial products that are confusing & risky

  • A lack of formal financial education and guidance in school system and working environment

  • A shortage of time, energy and money

 

These factors make it HARD for many people to grow their wealth effectively to achieve  financial security and financial independence - the ability to live the life they want without worrying about money.

 

Many people are also frustrated with the product-pushing and inappropriate advice they get from transaction-oriented financial intermediaries who don’t have their best interests at heart.

That’s why nowadays more and more people are  turning to financial planning - a process that finally helps them start improving their financial position and take control of their financial future. It does feel like seeing a light at the end of a tunnel.

Financial planning is not just about managing your  money on hand. It’s about creating a comprehensive and holistic plan that covers ALL aspects of your financial life, such as:

  • Budgeting and cash flow management - create financial strength that's cornerstone of achieving all financial goals

  • Debt management - reduce or eliminate your debt, avoid paying unnecessary interest and fees, and avoid personal bankruptcy

  • Risk management - protect yourself and your assets from unexpected risky events or predatory people that could make you poor

  • Saving & Investing - grow your investment portfolio effectively and sustainably to provide financial security and reach your desired lifestyle

  • Retirement planning - ensure that you have enough income and savings to support your needs and wants during your retirement years

  • Estate planning - ensure time and cost effective distribution of your assets and the settlement of your affairs after your death, protect your beneficiaries, and fulfill your personal wishes

  • Tax and legal issues - help you reduce your tax liability, avoid penalties, and take advantage of tax benefits and incentives

 

With a solid financial plan in place, you can:

  • Make smart and informed financial decisions that improve your wealth position each time

  • Have greater chances to achieve all your short-term and long-term financial goals

  • Have metrics (or KPI) to track your financial progress effectively and adjust the keys in your plan as needed

  • Respond to changes in life and market circumstances with great confidence and full flexibility

  • Avoid major financial pitfalls and setbacks that could destroy your wealth

  • Spot financial opportunities  that could enhance your wealth

 

Ultimately, financial planning can help you to eliminate financial stress and achieve financial freedom and independence - the power to make your own financial choices and pursue your passions, WITHOUT being limited by money.

 

"54% percent of people with financial plan felt "very confident" they would reach their financial goals, compared with only 18% of people who are without a financial plan."

- Charles Schwab

Thus, financial planning is starting becoming a NEED rather than a "nice-to-have" and is only going to grow in the future.

 

According to a very recent research by the Financial Planning Standards Board, financial planners will see a trend of significant jump in demand for financial planning services over the next few years. 

No more waiting, START your financial planning journey today and see the difference it can make in your LIFE & CAREER.

Old Asian couple depositing for a new house

Benefits of
CFP CERTIFICATION

Global Recognition

Recognized by regulators, institutions and consumers in 27 countries across the world

More Employable & Career Enhancement

Preferential recruitment by more than 30 largest financial institutions and 20 largest financial planning firms in Malaysia

Quit Transactional Based Client Relationship

No more product pushing needed and focus on value added client- focused relationship with the competency provided by CFP certification

Improve Client Satisfaction, Confidence & Trust

90% of clients are reported would feel more confident working with a financial planner who has a financial planning designation and 70% of clients prefer an advisor who has the ability to look at their whole financial situation. CFP professionals can expect to have long term sustainable business relationship with their clints.

Increase Revenue Stream & Profitability

About 70% of financial professionals say that becoming CFP professional had positive impact on their income due to "competitive edge" over financial planners who do not hold the credential

Lower Compliance Risk & Complaints

About 70% of firms indicate CFP professional lower compliance and legal risks compared to those who are not certified

Financial Exam Exemptions

Holder of CFP certification can be exempted from Computerized Unit Trust Examination (CUTE), Computerized Private Retirement Scheme Examination (CPRE), Certificate Examination in Investment-Linked Life Insurance (CEILI), Pre-Contract Examination for Insurance Agents (PCEIA)

Perquisite for License Application

Recognized by Securities Commission and Bank Negara Malaysia as one of the prerequisites for the application of the Capital Markets Services license and Financial Adviser's license respectively

Eligible for CPD Training Hours

Eligible for CPD points under FIMM’s Continuing Professional Development programme.

Programme Fee Eligible for EPF Withdrawal

The fees for the programme are eligible for withdrawal for education purposes under the Employees Provident Fund (EPF).

Claimable Under Human Resources Development Fund (HRDF)

The fees for the programme is eligible for training grant under the Human Resource Development Fund (HRDF)

International Community

Be part of an international community of financial professionals who are committed to committed to uphold the rigorous global standard in financial planning and putting their client interest first. Be invited to networking events and industry related gatherings.

How Can You Help Your Clients and Yourself With
CFP CERTIFICATION

Getting Out of Debt Crisis

Avoid or Protect Against Bankruptcy

Achieve Financial Independence

Budget Management

Protecting against & Dealing with Major Financial Set Backs

Defense Against Financial Pretenders & Predators

Building & Maintaining Multi Generational Family Wealth

Achieve & Maintain Wealth Secrecy

Efficient and Secured Estate Distribution

Building and Managing Investment Portfolio

Analyzing Investment Assets

Discover Market Opportunities & Detect Market Threats Early

Achieve Comfortable Retirement Lifestyle

Better Children Education

Minimize Tax Liabilities

And Many More...

Business Meeting

Career Options for
Certified Financial Planner

Who Hires Certified Financial Planners?

Business Partners at Work

Financial Planning/ Wealth Management Firms

Canary Wharf London

Banks

Insurance Consultation

Insurance Companies

Stockbroker Analyzing Graphs

Asset Management Companies

Stock Ticker Board

Brokerage Firms

Judge's Table

Estate Planning Firms

Financial District

Financial Services Firms

What Career Options?

Financial Planning

Debt Management

Risk and Insurance Management

Investment Portfolio Management

Investment Advisory

Investment Research & Analysis

Investment Trading

Banking Operations & Management

Estate Planning

Financial Product Development

Entreprenuerial Opportunities

And More...

Acquire CFP certification and and see the difference it can make in your financial career and your life.

"I highly recommend Frederick as the course lecturer to anyone interested in taking CFP course. Frederick was incredibly patient and broke down complex concept into more understandable terms. His explanations, especially the calculations, were very clear and made the materials much more approachable. I’m very grateful for Frederick, which has instilled in me a strong foundation in financial knowledge."

Tan Soo Chen, Top Achiever of CFP Certification in Module 3 For 2019

For more enquires about CFP Certification Programme, please feel free to contact us

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