RFP Exemption Table November 2013

EXEMPTION TABLE : MODULE BY MODULE

Academic/Professional Qualifications Module 1 Module 2 Module 3 Module 4 Module 5 Module 6
Fund. of FP Risk Mgt/Ins.P Inv. Planning Tax Planning Est. Planning Ret. Planning
Financial Planning**
FChFP X X X X X X
ChFC X X X X X X
EFP X X X X X
Dip.FP(MII) X X X X X
RFC No exemption
CFP X X X X X X
CIFP (INCEIF) X X
**All Professional Financial Planning Programme – will be granted for maximum 4 modules

Insurance (Home Office/Actuarial)

FIA X X X X
FSA X X X X
AAII/FAII/NZAIIF(Sr.Assoc)/Fellow X (Fellow only)
ACII/FCII X X
AMII/FMII X X

Insurance (Field/planners/Life Agency)

ChLP X X X
CLU X X X
LUTCF X
FCLP* X X
FLMI X
CLPM X
ChIFP X X X
CFA X X

Accounting Designations
MIA X X
ACCA X X
CIMA X X
ASCPA X X
MICPA X X
NIA X
AIA X

Banking
AIB X
PKMC X
Malaysian Financial Planning Council (Reg. No. 0402-04-5) Page 1 of 9
 RFP Exemption Table November 2013

Academic/Professional Qualifications Module 1 Module 2 Module 3 Module 4 Module 5 Module 6

Fund. of FP Risk Mgt/Ins.P Inv. Planning Tax Planning Est. Planning Ret. Planning
* DBFS X
* DBF X

Secretarial & Admin

ICSA X X
MACS X
AACS X

Legal
LLB (Local) X
Marketing & Sales
CFMC – (22nd November 2005) X X X X

Business Studies
Multimedia University (MMU)
B. Accountancy (Hons.) – (4th May 2007)
BBA (Hons.) Banking & Finance
Bachelor of Law (Hons.)
– BBF 2253 Investment X
– BAC 2097 Taxation 1 & BAC 3027 Taxation 2 X
– BEQ 3014 Equity and Trust 1 & BEQ 3024 Equity and Trust 2 X

University Tenaga National (UNITEN)

BBA (Hons) in Finance – (13th May 2011)
– FICB373 Personal Financial Planning X
– FICB333 Insurance and Risk Management
– FICB233 Investment X

INTI International University, Nilai

Bachelor of Financial Planning (Hons.) – (17th September 2009) X X X X X X

Universiti Pendidikan Sultan Idris (UPSI)

MBA programme (major in Financial Planning) – (24th July 2009) X X X

Open University Malaysia (OUM)

Bachelor of Business Administration – (3rd September 2009)
– BBPE4103 Estate Planning X

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 RFP Exemption Table November 2013

Academic/Professional Qualifications Module 1 Module 2 Module 3 Module 4 Module 5 Module 6

Fund. of FP Risk Mgt/Ins.P Inv. Planning Tax Planning Est. Planning Ret. Planning
Tunku Abdul Rahman University College (TAR UC) – (15th January 2009)
Diploma in Commerce (Financial Accounting) X
Diploma in Business Studies (Accounting) X
Diploma in Business Studies (Finance and Investment) – (March 2012) X X X
Diploma in Business Studies (Banking and Finance) – (March 2012) X X X X
Advance Diploma in Commerce (Financial Accounting) X
Advance Diploma in Business Studies (Accounting) X
Advance Diploma in Commerce (Business Management) X
Advance Diploma in Business Studies (Finance and Investment) – (March 2012) X X X
Advance Diploma in Business Studies (Banking & Finance) – (March 2012) X X X X

Universiti Utara Malaysia (UUM)

Faculty of Accounting & Finance – (3rd September 2009)
Bachelor of Accounting (Hons)
Bachelor of Accounting (Information System) (Hons)
Bachelor of Banking (Hons)
Bachelor of Finance (Hons)
Bachelor of Risk Management and Insurance (Hons)
Bachelor of Islamic Finance and Banking (Hons)
– BWFF3073 Personal Finance X
– BWRR3033 Risk Management X
– BWRR1013 Risk and Insurance X
– BWFN3013 Investment Analysis X
– BKAT2013 Principle of Taxation X
– BWRR3103 Estate Planning X
– BWRR3113 Retirement Planning X

Universiti Malaya (UM) – (8th April 2010)

Bachelor of Economics X
Bachelor of Business Administration
– CBEB2321 Applied Financial Planning X
– CBEB3301 Risk Management & Insurance X
– CBEB3302 Investment X

Taylor's University
Twinning prog. with University of West England (UWE) – (2nd February 2010)
– Bachelor of Art (Hons) Accountancy & Finance X X

Twinning prog. with University South Australia (UNISA) – (2nd February 2010)
– Bachelor of Commerce X X

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 RFP Exemption Table November 2013

Academic/Professional Qualifications Module 1 Module 2 Module 3 Module 4 Module 5 Module 6

Fund. of FP Risk Mgt/Ins.P Inv. Planning Tax Planning Est. Planning Ret. Planning

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 RFP Exemption Table November 2013

Academic/Professional Qualifications Module 1 Module 2 Module 3 Module 4 Module 5 Module 6

Fund. of FP Risk Mgt/Ins.P Inv. Planning Tax Planning Est. Planning Ret. Planning
University Tunku Abdul Rahman (UTAR)
Bachelor of Accounting (Hons)
Bachelor of Commerce (Hons) Accounting
Bachelor of Business Administration (Hons)
Bachelor of Business Administration (Hons) Banking and Finance
Bachelor of Business Administration (Hons) Entrepreneurship
Bachelor of Marketing (Hons)
Bachelor of Economics (Hons) Financial Economics
Bachelor of Economics (Hons) Global Economics
Bachelor of International Business (Hons)
Bachelor of Finance (Hons)
– UBFF2013 Business Finance X
– UBFF3283 Portfolio Management X
– UBFF3083 Financial Statement Analysis X
– UBFF3253 Investment Analysis X
– UBAT3013 Business Taxation X
– UBAT2014 Taxation & UBAT3024 Advanced Taxation X
– UBFB3143 Personal Financial Planning and Management
– UBFF3293 Risk Management
– UBFF3013 Corporate Finance
– UKFF3013 Corporate Finance
– UBFF3093 Futures and Options Analysis
– USCC1152 Managing Personal Finance
– UKAT2023 Taxation I
– UKAT3033 Taxation II
– UKAT3043 Taxation III
– UKFF1023 Financial Management Fundamentals
– UKFB3053 Financial Markets and Regulations
– UKFF2083 Financial Management
– UKFF4024 Multinational Finance
– UKEA3053 International Finance Management
– UKFF2013 Business Finance
– UKEA2083 International Financial Institutions
– UKFF3313 Strategic Financial Management

Master Of Business Administration (Corporate Management)

– MBFC15903 Corporate Finance
– MBFC17103 Risk Management And Insurance Planning
– MBFC17203 Financial Planning
– MBFC27303 Corporate And Personal Tax Planning
– MBFC17003 Investment Planning
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 RFP Exemption Table November 2013

Academic/Professional Qualifications Module 1 Module 2 Module 3 Module 4 Module 5 Module 6

Fund. of FP Risk Mgt/Ins.P Inv. Planning Tax Planning Est. Planning Ret. Planning

Universiti Technologi Mara (UiTM) – (3rd January 2009)

Bachelor of Accountancy X X

University Malaysia Terengganu (UMT)

Bachelor of Accounting – (31st December 2010)
– FIN3101 Financial Management X
– FIN3103 Corporate Finance X
– ACC3401 Taxation 1 X

University Putra Malaysia (UPM)

Master in Business Administration – (19th May 2011)
– GSM5461 Financial Planning X
– GSM5421 Investment Analysis X

Bachelor of Consumer Studies (Finance) – (29 March 2013)

– PSP 4308 Family Risk Management X
– PSP 4309 Saving and Consumer Investment X
– PSP 4307 Zakat and Individual Taxation X

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 RFP Exemption Table November 2013

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Notice to Applicants:
1. To submit certified true copy of transcripts/results together with exemption application.
2. To submit programme syllabuses and assessment methodology together with exemption application.
3. The Certification and CPD Board (CCB) reserves the right to request additional/relevant documents pertaining to the exemption application and to
decline exemption application on inadequate document submission/incomplete application form.
4. All the standard exemption shall be granted to the relevent academic/professional qualification only if respective RFP module(s) was covered in the said
programme syllabus.
5. BA, BSc, Masters, PhD courses and any other qualifications, which are not listed in the exemption table, exemption(s) shall be granted on
case–by–case basis.
6. Maximum 4 modules shall be granted to Module–by–Module Exemption Application.
7. CCB will consider maximum 6 modules modular exemption for university programme exemption application. Evaluation is based on 60% matching syllabus on
aggregate basis. Applicants shall score at least 2.5 CGPA and they are required to attend RFP Module 7 classes.

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 RFP Exemption Table November 2013

Academic/Professional Qualifications Module 1 Module 2 Module 3 Module 4 Module 5 Module 6

Fund. of FP Risk Mgt/Ins.P Inv. Planning Tax Planning Est. Planning Ret. Planning
Abbreviations
*DBF – Diploma in Banking and Finance (Students are required to pass Financial Management module)
*DBFS – Diploma in Banking and Financial Services (Students are required to pass Treasury & Investment modules)
*FCLP – Fellow, Certified Life Practioner (Exemption will be on paper–by–paper basis)
AACS – Annual Approved Company Secretaries
AAII – Associate Australian Insurance Institute
ACCA – Association of Certified and Chartered Accountants
ACII – Associateship of the Chartered Insurance Institute
AIA – Association of International Accountants
AMII – Associateship of The Malaysian Insurance Institute
CFA – Chartered Financial Analyst
CFMC – Certified Financial Marketing Consultant
CFP–Certified Financial Planner
ChFC – Chartered Financial Consultant
ChIFP – Chartered Investment and Finance Practitioner
ChLP– Chartered Life Practitioner
CIMA – Chartered Institute of Management Accountants
CLPM – Certified Life Planner & Marketeer
Dip.FP(MII) – Diploma in Financial Planning (The Malaysian Insurance Institute)
EFP – European Financial Planner
F.ANZIIF– Fellow, Australia and New Zealand Institute of Insurance and Finance
FAII – Fellow of Australian Insurance Institute
FChFP – Fellow, Chartered Financial Practitioner
FCII – Fellowship of the Chartered Insurance Institute
FIA – Fellow, Institute of Actuaries (UK)
FLMI – Fellow, Life Management Institute
FMII – Fellowship of the Malaysian Insurance Institute
FSA – Fellow, Society of Actuaries (US)
ICA – Institute of Chartered Accountants (England and Wales, Scotland, Ireland, Canada, Australia and India)
ICSA – Institute of Chartered Secretaries and Administrators
LUTCF– Fellow, Life Underwriter Training Council
MACS – Malaysian Association of Companies Secretaries
MIA – Malaysian Institute of Accountants
MICPA – Malaysian Institute of Certified Public Accountants.
MMU, Faculty B & L (BAC 2097 & BAC 3027) – Multimedia University, Faculty of Business and Law (Taxation 1 & Taxation 2)
MMU, Faculty B & L (BBF 2253) – Multimedia University, Faculty of Business and Law (Investments)
MMU, Faculty B & L (BEQ 3014 & BEQ 3024) – Multimedia University, Faculty of Business and Law (Equity and Trust 1 & Equity and Trust 2)
NIA – National Institute of Accountants
OUM – Open University Malaysia
PKMC – Pasaran Kewangan and Malaysia Certificate
RFC – Registered Financial Consultant
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 RFP Exemption Table November 2013

Academic/Professional Qualifications Module 1 Module 2 Module 3 Module 4 Module 5 Module 6

Fund. of FP Risk Mgt/Ins.P Inv. Planning Tax Planning Est. Planning Ret. Planning
TAR UC – Tunku Abdul Rahman University College
Taylor's University
UM – Universiti Malaya
UMT –Universiti Malaysia Terengganu
UNITEN – University Tenaga National
UPM – Universiti Putra Malaysia
UPSI – Universiti Pendidikan Sultan Idris
UTAR BBA (H.) B & F – Universiti Tunku Abdul Rahman Bachelor of Business Administration (Hons) Banking and Finance
UiTM – Universiti Technology MARA
UUM – Universiti Utara Malaysia

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