Financial Planning Practitioners’ Programme (FPPP)

Programme Overview

BILIF is an official licensing examination centre for the purpose of the licensing requirement under the Securities Markets Order, 2013.

FPPP was formulated specifically to address the licensing requirement for financial planners with the guidance and support of BDCB as the regulatory authority as well as Tabung Amanah Pekerja (TAP) for Skim Persaraan Kebangsaan (SPK) session to cover the minimum knowledge and skills expected of a competent financial planner.

FPPP consists of 2 parts: Theory and Skills, which will be followed by assessments to ensure the financial planners demonstrate the necessary competency required to serve the public effectively.

Programme Objectives

• Demonstrate profound knowledge and understanding of financial planning.
• Understand various financial ratios used for financial planning.
• Identify various goals for consideration in financial planning.
• Cash management and budgeting, time value of money, investment planning, risk management, insurance planning and estate planning.

Who is this Programme for?

• Individuals interested to apply for licensing from BDCB under investment/investment-linked advice.
• Individuals who are selling investments and/or investment-linked insurances.
• Individuals interested to become a financial planner.

Programme Schedule

Date	Programme
7 – 10 April 2025	Theory
14 April 2025	Examination
15 – 18 April 2025	Skills Application
21 – 22 April 2025	Skills Assessment

 

Examination

Two (2) hours examination consisting of 100 multiple choice questions. Passing mark for the examination is 65%.

Skill Assessment

Two (2) days assessment. Candidates will be assessed based on their ability to do fact-finding and conduct financial planning for clients.

Your Investment

Package	Stakeholder	Non Stakeholder
Normal Price	$2,200.00	$2,850.00

 

Download Brochure Here

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