Financial Planning Association of Malaysia (FPAM)

Certified Financial Planner (CFP) 2026 new structure 

Module 1- Foundation in Financial Planning with Behavioural Psychology of Financial Planning

Module 2- Insurance and Risk Management with Estate Planning

Module 3- Investment Planning and Portfolio Management

Module 4- Retirement Planning and Tax Planning

Module 5- Financial Plan Construction and Professional Responsibilities

Under Certified Financial Planner (CFP) new structure of 2026, exemptions are granted as follow:

i)   Bachelor of Finance (Honours)   

ii)  Bachelor of Finance and Investment (Honours) 

iii) Bachelor of Banking and Finance (Honours) 

iv)  Diploma in Finance and Investment 

v) Diploma in Banking and Finance  

• Graduates of the above programmes are exempted from Module 3 and Module 4 of the Certified Financial Planner (CFP) certification programme.

Master of Investment Management 

• Graduates of the above programmes will be granted exemptions from Module 1 to Module 4 of the Certified Financial Planner (CFP) certification programme.