Certified Financial Management Planner™ (CFMP™) - Macau
Training Outline
Subject |
Tuition Hours |
Stage 1 |
Module 1: Regulatory Environment for Banking & Financial Planning |
18 |
Module 2: Investment Products and Markets |
18 |
Module 3: Essentials of Banking and Financial Planning |
18 |
Stage 2 |
Module 4: Insurance and Retirement Planning |
Exemption Only |
Module 5: Tax and Estate Planning |
18 |
Module 6: Fund and Asset Management |
18 |
Module 7: Financial Planning and Management |
18 |
Examination Structure
Examination |
Format |
Pass Mark |
Duration (hours) |
Stage 1 |
M1: Regulatory Environment for Banking and Financial Planning |
Multiple Choice Questions |
70 |
2.5 |
M2: Investment Products and Markets |
Multiple Choice Questions |
70 |
2.5 |
M3: Essential of Banking and Financial Planning |
Multiple Choice Questions |
70 |
2.5 |
Stage 2 |
M4: Insurance and Retirement Planning |
Exemption Only |
|
|
M5: Tax and Estate Planning |
Multiple Choice Questions |
70 |
2.5 |
M6: Fund and Asset Management |
Multiple Choice Questions |
70 |
2.5 |
M7: Financial Planning and Management (MC) |
Multiple Choice Questions |
70 |
1.25 |
M7: Financial Planning and Management (Case and Oral) |
Case Study and Oral Presentation |
70 |
1.5 (Case Study)
15 minutes (Oral Presentation) |