Modular Exemption

Modular Exemption

Applicant who have prior learning experience in financial planning related programmes is eligible to apply for modular exemption for RFP programme.

Notice to Modular Exemption 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 6 modules shall be granted to Module–by–Module Exemption Application.
  7. Evaluation is based on 70% matching syllabus on aggregate basis. Applicant are required to attend module 7 class in  order to complete the RFP programme.

Module Exemption Listing

Academic/Professional QualificationsModule 1Module 2Module 3Module 4Module 5Module 6
Fund. of FPRisk Mgt/Ins.PInv. PlanningTax PlanningEst. PlanningRet. Planning
Financial Planning**
FChFP – Fellow, Chartered Financial Practitioner YesYesYesYesYesYes
ChFC – Chartered Financial Consultant YesYesYesYesYesYes
EFP – European Financial Planner YesYesYesYesYes
Dip.FP(MII) – Diploma in Financial Planning YesYesYesYesYes
CIFP (INCEIF) – Certified Islamic Financial Professional YesYes
CFP – Certified Financial Planner YesYesYesYesYes
RFC – Registered Financial Consultant No exemption
**All Professional Financial Planning Programme – will be granted for maximum 6 modules
Insurance (Home Office/Actuarial)
FIA – Fellow, Institute of Actuaries (UK) YesYesYesYes
FSA – Fellow, Society of Actuaries (US) YesYesYesYes
AAII – Associate Australia Insurance Institution Yes
FAII – Fellow, Australia Insurance Institution Yes
NZIIF - New Zealand Insurance Institution(Sr.Assoc)/FellowYes(Fellow only)
ACII/FCII – Associateship / Fellowship Chartered Insurance Institute YesYes
AMII/FMII – Associateship/Fellowship of The Malaysian Insurance Institute YesYes
Insurance (Field/planners/Life Agency)
ChLP – Chartered Life Practitioner YesYesYes
CLU – Chartered Life Underwriting YesYesYes
LUTCF – Fellow, Life Underwriter Training Council Yes
FCLP – Fellow, Chartered Life Practitioner YesYes
FLMI – Fellow, Life Management Institute Yes
CLPM – Certified Life Planner & Marketeer Yes
ChIFP – Chartered Investment and Finance Practitioner YesYesYes
CFA – Chartered Financial Analyst YesYes
Accounting Designations
MIA – Malaysian Institute of Accountants YesYes
ACCA – Association of Certified and Chartered Accountants YesYes
CIMA – Chartered Institute of Management Accountants YesYes
CPA Australia – Certified Practice Accountant Australia YesYes
MICPA – Malaysian Institute of Certified Public Accountants YesYes
NIA – National Institute of Accountants Yes
AIA – Association of International Accountants Yes
AIB - Academy of International Business (Personal Banking) Yes
PKMC – Pasaran Kewangan and Malaysia Certificate Yes
DBFS – Diploma in Banking and Financial Services (pass Treasury & Investment) Yes
DBF – Diploma in Banking and Finance (pass Financial Management) Yes
Secretarial & Admin
ICSA – Institute of Chartered Secretaries and Administrators YesYes
MACS – Malaysian Association of Companies Secretaries Yes
AACS – Annual Approved Company Secretaries Yes
LLB (Local) - Bachelor of Legal Letters Yes
Marketing & Sales
CFMC – Certified Financial Marketing Consultant (effective 2005) YesYesYesYes
Help University
Bachelor of Business (Finance) (Hons)
– Personal Financial Planning in Malaysia (MPU3353)Yes
– Financial Management FIN202Yes
– Investment Analysis & Decision Making FIN204Yes
– Wealth Management FIN205Yes
– Analysis of Equity & Fixed Income Investments FIN302Yes
– Global Financial Management FIN304Yes
– Portfolio Management FIN307
INTI International University, Nilai
Bachelor of Financial Planning (Hons.) – (17th September 2009)YesYesYesYesYesYes
Business Studies
Multimedia University (MMU)
B. Accountancy (Hons.) – (4th May 2007)
BBA (Hons.) Banking & Finance
Bachelor of Law (Hons.)
– BBF 2253 InvestmentYes
– BAC 2097 Taxation 1 & BAC 3027 Taxation 2Yes
– BEQ 3014 Equity and Trust 1 & BEQ 3024 Equity and Trust 2Yes
Open University Malaysia (OUM)
Bachelor of Business Administration – (3rd September 2009)
– BBPE4103 Estate PlanningYes
Executive Master in Financial PlanningYesYesYesYesYesYes
Taylor's University
Twinning prog. with University of West England (UWE) – (2nd February 2010)
– Bachelor of Art (Hons) Accountancy & FinanceYesYes
Twinning prog. with University South Australia (UNISA) – (2nd February 2010)
– Bachelor of Commerce and Bachelor of Applied FinanceYesYes
Tunku Abdul Rahman University College (TAR UC) – (15th January 2009)
Diploma in Commerce (Financial Accounting)Yes
Diploma in Business Studies (Accounting)Yes
Diploma in Business Studies (Finance and Investment) – (March 2012)YesYesYesYes
Diploma in Business Studies (Banking and Finance) – (March 2012)YesYesYesYes
Advance Diploma in Commerce (Financial Accounting)Yes
Advance Diploma in Business Studies (Accounting)Yes
Advance Diploma in Commerce (Business Management)Yes
Advance Diploma in Business Studies (Finance and Investment)–(March 2012)YesYesYes
Advance Diploma in Business Studies (Banking & Finance) – (March 2012)YesYesYesYes
UCSI University
Executive Master in Financial Planning and ManagementYesYesYesYesYesYes
Universiti Malaya (UM) – (8th April 2010)
Bachelor of EconomicsYes
Bachelor of Business Administration
– CBEB2321 Applied Financial PlanningYes
– CBEB3301 Risk Management & InsuranceYes
– CBEB3302 InvestmentYes
Universiti Pendidikan Sultan Idris (UPSI)
MBA programme (major in Financial Planning) – (24th July 2009)YesYesYes
Bachelors of Business Administration (Financial Services)
- Fundamentals of Financial Planning (PFM3034)Yes
- Insurance Planning and Takaful Planning (PBF3013)Yes
- Banking and Financial Institutions(PBF3023)Yes
- Zakat & Tax Planning (PAT 3053)Yes
- Estate Planning (PFM 3093)Yes
- Retirement Planning (PFM 3083)Yes
Universiti Utara Malaysia (UUM)
Faculty of Accounting & Finance – (3rd September 2009)
Bachelor of Accounting (Hons)
- BKAT 2013 Principle of TaxationYes
Bachelor of Accounting (Information System) (Hons)
- BKAT 2013 Principle of TaxationYes
Bachelor of Banking (Hons)
- BWFF 3073 Personal FinanceYes
- BKAT 2013 Principle of TaxationYes
Bachelor of Finance (Hons)
- BWFF 3073 Personal FinanceYes
- BWRR 3033 Risk Management or BWRR 3013 Investment AnalysisYes
- BWFN 3013 Investment AnalysisYes
- BKAT 2013 Principle of TaxationYes
Bachelor of Risk Management and Insurance (Hons)
- BWRR 3033 Risk Management or BWRR 3013 Investment AnalysisYes
- BWFF 3073 Personal FinanceYes
- BKAT 2013 Principle of TaxationYes
Bachelor of Islamic Finance and Banking (Hons)
– BWFF3073 Personal FinanceYes
– BWRR3033 Risk Management Yes
– BWRR1013 Risk and InsuranceYes
– BWFN3013 Investment AnalysisYes
– BKAT2013 Principle of TaxationYes
– BWRR3103 Estate PlanningYes
– BWRR3113 Retirement PlanningYes
Accounting, Finance, Business Programme
- WFF3073 Personal FinanceYes
- WRR 3033 Risk ManagementYes
- WRR 1013 Risk and InsuranceYes
- WFN 3013 Investment AnalysisYes
- KAT 2013 Principle of TaxationYes
- WRR 3103 Estate PlanningYes
- WRR 3113 Retirement PlanningYes
University Malaysia Terengganu (UMT)
Bachelor of Accounting – (31st December 2010)
– FIN3101 Financial Management Yes
– FIN3103 Corporate Finance Yes
– ACC3401 Taxation 1Yes
University Putra Malaysia (UPM)
UPM Degree Programme: Personal Financial Planning – (19th May 2011)
– GSM5461 Financial Planning Yes
– GSM5421 Investment AnalysisYes
Bachelor of Consumer Studies (Finance) – (29 March 2013)
– PSP 4308 Family Risk Management Yes
– PSP 4309 Saving and Consumer InvestmentYes
– PSP 4307 Zakat and Individual TaxationYes
– PSP 3301 Household Financial ManagementYes
Degree Programme
- GSM 5461 Financial PlanningYes
- GSM 5421 Investment AnalysisYes
University Tenaga National (UNITEN)
BBA (Hons) in Finance – (13th May 2011)
– FICB373 Personal Financial PlanningYes
– FICB333 Insurance and Risk ManagementYes
– FICB233 InvestmentYes
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 FinanceYes
Bachelor of Business Administration (Hons) Entrepreneurship
- UBFB 3143 Personal Financial Planning and ManagementYes
Bachelor of Marketing (Hons)
Bachelor of Economics (Hons) Financial Economics
Bachelor of Economics (Hons) Global EconomicsYes
Bachelor of International Business (Hons)Yes
Bachelor of Finance (Hons)
– UBFF2013 Business FinanceYesYes
– UBFF3283 Portfolio ManagementYes
– UBFF3083 Financial Statement AnalysisYes
– UBFF3253 Investment AnalysisYes
– UBAT3013 Business TaxationYes
– UBAT2014 Taxation & UBAT3024 Advanced TaxationYes
– UBFB3143 Personal Financial Planning and ManagementYes
– UBFF3293 Risk ManagementYes
– UBFF3013 Corporate FinanceYes
– UKFF3013 Corporate FinanceYes
– UBFF3093 Futures and Options Analysis
– USCC1152 Managing Personal Finance
– UKAT2023 Taxation IYes
– UKAT3033 Taxation IIYes
– UKAT3043 Taxation IIIYes
– UKFF1023 Financial Management FundamentalsYes
– UKFB3053 Financial Markets and RegulationsYes
– UKFF2083 Financial ManagementYes
– UKFF4024 Multinational FinanceYes
– UKEA3053 International Finance ManagementYes
– UKFF2013 Business FinanceYes
– UKEA2083 International Financial InstitutionsYes
– UKFF3313 Strategic Financial ManagementYes
Master Of Business Administration (Corporate Management)
– MBFC15903 Corporate FinanceYes
– MBFC17203 Financial PlanningYes
– MBFC27303 Corporate And Personal Tax PlanningYes
– MBFC17003 Investment PlanningYes
– MBFC17103 Corporate ManagementYes
Wawasan Open University (WOU) Malaysia
Bachelor of Accounting
– BAC308/05 Taxation in MalaysiaYes
Universiti Sains Islam Malaysia (USIM)
Bachelor of Muamalat AdministrationYesYesYes
Bachelor of Corporate Administration & RelationYesYes
Bachelor of Marketing Financial ServicesYesYesYes
Bachelor of AccountacyYesYesYes
Universiti Sultan Zainal Abidin (UNISZA)
BBA Risk Management Takaful
- MIS 4063 Law of Insurance and TakafulYes
- MIS 3013 Introduction to Risk ManagementYes
Universiti Technologi Mara (UiTM) – (3rd January 2009)
Bachelor of AccountancyYesYes
Nilai University
BA 3213 - Personal FinanceYes
BA 3215 - Risk Management and InsuranceYes
BA 3212 - InvestmentsYes
BA 3323 - Advanced TaxationYes
BM 3217 - Corporate Law, Governance & Estate PlanningYes
BA 3306 - Retirement Planning & Financial ManagementYes


Click here to download (PDF format)
1. List of programmes eligible for Module Exemption
2. Modular Exemption Application Form