Notices & Circulars

Professional Estate Planning Adviser (PEPA) Programme

Calling all TAR UMT staff & students,

Professional Estate Planning Adviser (PEPA) Programme

CPE will be organising the Professional Estate Planning Adviser (PEPA) Programme from 17 - 20 April 2023

This 4-day certification programme aims to promote nationwide development of the financial planning profession that equips individuals with relevant industry knowledge and skills on estate planning. You will be taking the Registered Financial Planner (RFP) Module 5: Estate Planning for the first 2 days, then Practical Case Study on Day 3 and finally sitting for an Assessment on Day 4

- To understand the increasing importance of estate planning
- To explore real case studies on estate planning
- To foster professional development of financial practitioners in Malaysia

- To gain substantial knowledge on estate planning
- To build strong rapport with financial services industry practitioners
- To confer Associate RFP (Registered Financial Planner) status by a professional financial planning instituition

DATE: 17 - 20 April 2023
TIME: 9.00am - 4.00pm
VENUE: SD107A, 1st Floor, SD Block, TAR UMT East Campus

If you are interested in joining this programme, kindly fill in the Google Form and we will get in touch with you soon:

    Registration No. DU058(W)
    Wholly owned by the TARC Education Foundation
    (Co. Reg. No.: 201301003979 (1033820-M))