FAQ
Frequently Ask Question
mfpa
membership
MFPA is a professional organisation established in 2019 to promote the development and advancement of the financial planning and advisory industry in Malaysia that aims to become a leading institute in financial planning and advisory services in Asia.
The MFPA Membership Programme is a professional development programme offered by the MFPA to its members. It is designed to help members maintain their professional competence and stay up-to-date with the latest developments and best practices in the financial planning industry.
As an MFPA member, you gain access to valuable resources, including ongoing professional development opportunities, networking events, industry updates, and best practice guidelines. Membership also provides recognition of your commitment to ongoing learning and development.
The first registration fee for MFPA membership is RM 200. For subsequent renewals, the fee is RM 100 for every two years.
Yes, MFPA membership is open to both Malaysian citizens and non-citizens residing in Malaysia.
Yes, to become an MFPA member, you must be 21 years old or above.
No, the MFPA Membership Programme is open to interested individuals with or without a financial background or certification. It provides an opportunity for individuals from diverse backgrounds to enter and excel in the financial planning industry.
To apply for MFPA membership, you can visit https://www.mfpa.my/u/register/email and follow the instructions provided. The website will guide you through the registration process.
Yes, it is required to attach a copy of your front and back NRIC for the purpose of verifying your true identity.
You may click on the "Forgot Password" option to reset a new password.
The MFPA membership is valid for a period of two years. After that, you need to renew your membership to continue enjoying the benefits and resources provided by the institute.
To renew your MFPA membership, you can log in to your member portal https://www.mfpa.my/u/login and follow the instructions for membership renewal at https://www.mfpa.my/membership. The website will provide you with the necessary details and payment options.
No, MFPA membership is non-transferable. It is linked to the individual who initially registered and cannot be transferred to another person.
If you don't renew your MFPA membership within the specified renewal period, your membership will expire, and you will lose access to the benefits and resources provided to members. You will need to reapply for membership if you wish to regain access to these benefits.
CTA Course
enrolment
The Certificate in Trust Advisory (CTA) is a professional certification programme offered by MFPA. It is designed to equip financial planners with the necessary skills and knowledge to provide your clients with competent and ethical trust advisory services.
The CTA programme is open to members of MFPA and financial representatives who have experience in financial planning. It is suitable for professionals such as private bankers/relationship managers, insurance advisors, licensed financial advisors/financial planners, unit trust/private retirement schemes consultants, lawyers, accountants/tax consultants, and anyone serving the HNW (High Net Worth) private client segment.
The CTA programme has a duration of a total of 23 hours inclusive of pre-recorded tutorial videos and assignments, live webinars, research and reading materials, as well as examination.
The CTA programme requires candidates to take a comprehensive examination consisting of 60 multiple-choice questions (MCQs) while the duration of the examination is two hours with a passing rate of 60% and above. You will know the result instantly right after you sit for the exam.
The Certificate in Trust Advisory (CTA) course is certified by Universiti Teknologi Malaysia (UTM). UTM is responsible for ensuring the quality and standards of the programme, as well as issuing the certification upon successful completion.
Yes, before taking the CTA exam, you need to become a member of MFPA. Membership provides access to the CTA programme and its resources.
After completing the CTA registration and payment, you will be granted access to video tutorials, course handouts, and reading materials. These resources can be accessed anytime and anywhere, including examination. You can choose the time that suits you best to watch the course videos and take the exams.
There is an opportunity to take the CTA exam every day. If you are unable to pass the exam on your first attempt, you can retake the exam on the following day at no additional cost.
The timing of the CTA graduation ceremony depends on factors such as the number of participants and the prevailing environment in each location. The institute will decide when and where to hold the graduation ceremony based on these considerations.
The entire CTA course (tutorials, webinars, examinations) is primarily conducted online, with the exception of the graduation ceremony which will be taking place offline.
To register for the CTA course, please log in to your member account and proceed to enrol at https://www.mfpa.my/course/certificate-in-trust-advisory. Upon successful enrolment, you will be able to gain access to the course materials.
It is necessary to become an MFPA member in order to enroll in the CTA course.
No, the tutorial videos are only available for online watching straight from the MFPA website and cannot be downloaded.
Once your payment is made, you can access the course materials at the following link: https://www.mfpa.my/course/certificate-in-trust-advisory. Please ensure that you have successfully enrolled and logged in before accessing the tutorial materials as the tutorial materials can only be accessed once you have enrolled in the course and made the necessary payment.
We highly encourage your participation in the webinar as it is a requirement for graduation. Failure to attend the webinar may result in the cancellation of your certificate.
You can take the exam at any convenient time after you have completed all the videos and handouts. There is no fixed date or time for the exam.
The course materials will remain available on the website until the end of the intake. You will still have access to them until the intake closes.