WELCOME MESSAGE
Welcome to Max Wealth Education Sdn Bhd’s webpage, we are an approved Education Provider for the CFP Certification program. Our learning centres are located in Kuala Lumpur, Melaka and Johor Bahru.
Financial planning and financial literacy have always been important, especially now with the market being flooded with various complex financial products and investment opportunities. While these financial products provide various opportunities to grow and preserve wealth but we also hear of people suffer losses due to lack of proper financial knowledge and guidance.
The growth of Financial technology (Fintech) , online platforms and Artificial Intelligence (AI) has also impacted intermediary services like Unit Trust and insurance agents. Therefore these intermediaries need to urgently equip themselves with professional certification to leap frog to the next level of value added advisers.
We at Max Wealth Education Sdn Bhd have vast experience in delivering the CFP certification program. Our lecturers not only have the technical know how but also the practical insights in the industry.
Here I would like to urge all financial intermediaries or those interested to become financial advisers to equip yourself with the CFP Certification as soon as possible.
Nicholas Chu (CFP, IFP), Principal of Max Wealth Education Sdn Bhd
WHY CFP?
As a CERTIFIED FINANCIAL PLANNER professional, you will experience the satisfaction that comes from assisting people with their financial planning while building your career. The knowledge you gain from earning your CFP CERT TM certification will help you give better advice to clients.
Know more about what is CFP, who should do it, career options after CFP, and how to pursue CFP and related details.
COURSE DETAILS
All about CFP course, program structure, fees, syllabus, exemptions, and related details.
ENTRY REQUIREMENT
The minimum entry qualification is a bachelor’s degree (any discipline). However, for non-degree holders, if they have at least 5-year of relevant experience, they may opt for taking Prior Learning Recognition Assessment (PLRA) to gain entry into CFP programme.
More details on the entry requirements for CFP course can be found in this section.
COURSE SCHEDULE
We will have 2 intakes every year, first half and second half. The date and venue for each module is in the schedule.
TESTIMONIAL
I did my CFP Challenge Status with Max Wealth, it was a short 3 months course but it was really compact and productive! Lots of real life examples and case studies were being discussed in the classes. Lessons were carried out in very conversational and interactive manner which it encourages students to ask and discuss various scenarios. With Nicholas’s approach, the learning was fun and easy. He made it very simple and in very layman term for the students to understand. I really enjoyed my CFP course with Max Wealth!
I have very limited knowledge on financial planning before I went to CFP classes. But after I went through the 4 modules, it really opens my eye that this industry has lot things to learn and the market is very big. It also made me to turn full time to this industry. Thanks CFP! You have changed my life!
CFP certification is a life changing learning for financial professionals whether you are in the insurance or investment advisory. I have learned all the necessary financial knowledge through this process from the experienced lecturers. Which in turn help me grow my business tremendously and clients trust that I can help them make better financial decisions.
