Fellow Chartered Financial Practitioner
Malaysia
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Financial advice transforms people’s lives
Financial advisers in Malaysia who achieve the international certification of the Fellow Chartered Financial Practitioner (FChFP) possess not only the fundamentals of financial planning skills but also the innovative thinking essential for delivering quality financial advice. This highly-regarded certification goes beyond technical know-how; it is the knowledge and skills applied practically that truly makes a difference.
Developed in Malaysia by the National Association of Malaysian Life Insurance and Family Takaful Advisors (NAMLIFA), in partnership with its international education partner and course developer Kaplan Professional Australia, The FChFP Certification delivers new thinking for a new financial advice profession.
Malaysia’s financial landscape is constantly evolving. The pace of change is accelerating, and with it, consumer expectations are shifting. Advances in technology are uncovering opportunities for everyone that were previously unimaginable. This means it is paramount for advisers to keep ahead of the curve.
On completion of the programme, you will be awarded the FChFP designation by APFinSA. This demonstrates your ability to uphold rigorous competencies and your dedication to best-practice standards.
Assessments
To successfully complete the FChFP Certification, participants must achieve a pass mark of at least 50% in each assessment.
- one multiple-choice exam
- one practical case-study assignment
Duration
The FChFP Certification duration is three weeks, consisting of five full day workshops, one exam and one assignment.
Candidates must not exceed the certification progression timeframe of one year. All subjects need to be completed in ascending order.
Programme details
The FChFP Certification consists of five core subjects which explore various financial advice concepts.
FChFP1: Introduction to financial planning
FChFP2: Personal and business insurance planning
FCHFP3: Investment and retirement planning
FChFP4: Estate and tax planning
FChFP5: Financial planning in practice (capstone)
Completion
The FChFP designation will be awarded by APFinSA on successful completion.
The value of the Fellow Chartered Financial Practitioner
Completion of the FChFP Certification and award of the FChFP designation demonstrates your unwavering commitment to professionalism and that you possess the knowledge and skills required to successfully meet the rigorous competency and ethical standards of APFinSA.
Entry requirements
Individuals enrolling in the FChFP Certification must meet the following experience requirements:
- Minimum two (2) years’ relevant industry experience in roles within insurance, wealth management and/or private banking.
It is expected that individuals will also have a fundamental understanding of financial planning, insurance and wealth management concepts.
What will you gain
- Stand out from your peers and maintain your relevance with a higher professional qualification.
- Enhance your technical and practical skills to instill confidence in yourself and your clients.
- Develop quality advice strategies to empower your clients to achieve their financial aspirations.
- Ability to apply empathy and authenticity to create more engaging client experiences.
Curriculum
FChFP1
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Introduction to financial planning
FChFP2
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Personal and business insurance planning
FChFP3
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Investment and retirement planning
FChFP4
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Estate and tax planning
FChFP5
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Financial planning in practice (capstone)
Programme overview
The FChFP Certification introduces insurance agents and financial advisers to the products, markets and regulatory environment for the financial services industry in Malaysia. Delivered in a blended learning environment of online and face-to-face learning lectures through intensive workshops by specialist faculty.
Study dates
Please register your interest so we can let you know class dates and locations when enrolments open soon in 2024.
Fees
Tuition fee: MYR 5000 (ex SST).
Certification fee (payable to APFinSA): SGD 375 (ex SST).
*Tuition fee may be paid in 3 x instalments of RM1666.70. Complete payment must be made 10 days prior to workshop commencement.
2024 Cohort Study Intakes
The FChFP Certification comprises 5 subjects that require 10 training hours each. It is designed and recommended to be completed within a nominated cohort. For detailed study dates and times, please click on your preferred cohort below.
Kuala Lumpur
Key Dates
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Early online access to subject: 15 July
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Workshop dates: 22- 26 July
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Exam: 2 August
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Assignment: 9 August
Johor
Coming soon
Penang
Coming soon
*Please note: We require a minimum number of students enrolled in each intake for it to proceed as planned. In the event an intake is cancelled, we will work with you to enrol you into another suitable intake.
Register your interest
Incorporated in 1978, the National Association of Malaysian Life Insurance and Family Takaful Advisors (NAMLIFA) is the premier organisation for life insurance professionals and financial planners/practitioners. NAMLIFA has promoted excellence in the industry by advocating for higher ethical and professional standards so that more Malaysians seek out NAMLIFA members to build, grow and protect their wealth.
Kaplan Professional Australia is Australia’s leading provider of specialist financial services education and training. We are renowned for the quality of our programmes, practical learning outcomes, dedicated student support and flexible online learning. Our progressive and customer-focused approach has cemented Kaplan Professional Australia’s reputation as the trusted education partner to all the major financial institutions in the country and over 45,000 working professionals annually.