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Professional Certificate 
in Certified Financial Coach

Overview 

This aims the ordinary financial marketers that want to learn and have the understanding on the importance of personal and team sales management. Besides, this specialization aims to provide the comprehensive knowledge in product marketing, sales, digital media management and business management. 

Entry Requirement

Malaysian Applicants

Candidates must fulfil the following requirements

1) Passed SPM with a minimum of two (2) credits or equivalent: OR

2) Pass Sijil Tinggi Pelajaran Malaysia (STPM) /equivalent, with one minimum of Grade C in any subject, and a Pass in English Language at the SPM level; OR

3) Obtained APEL Certificate from MQA for admission to Diploma (Level 4); OR

4) Obtained other qualifications recognized by the Senate; AND

5) Have a minimum of six (6) months working experience; AND

6)Fulfilled the programme special requirements set by the Senate.

Program Structure

Stage 1: Associate Certified Financial Coach 


Stage 2: Certified Financial Coach


Completed Stage 1 & Stage 2: Professional Certificates in Certified Financial Coach


** FLEXIBLE and CUSTOMIZE qualities education via blended learning method.



Program Modules

Stage 1: Associate Certified Financial Coach 

Module 1: Fundamental of Financial Coaching 

Module 2: Financial Coach Relationship with Client and Financial Coaching Strategies and Skills 

Module 3: Overall Financial Planning and Various Products & Tools for Wealth Accumulation & Growth 



Stage 2: Certified Financial Coach

Module 4: Application in Financial Map 

Module 5: Risk Management/ Insurance/ Takaful 

Module 6: Estate Planning Legacy, Wealth Protection and Retirement Planning 

Module 7: Unit Trust, Investment Planning and Other Scheme Investment 

Module 8: Real Estate/ Property Investment & Marketing  (Graduates Will also Completed NCC Course)



Completed 8 Modules: Professional Certificate in Certified Financial Coach

Duration of Study


** FLEXIBLE and CUSTOMIZE qualities education via blended learning method.

Completed within the short term period: 3 Months/ 12 Weeks 


Fees Charges
Other Information


Course Structure

A) Associate Certified Financial Coach (3 Modules)

-Completion of programme through

1) Attendance

2) Assignment and Quiz needed

3) No Exam or test required


B) Certified in Financial Coach (5 Modules)

-Completion of programme through

1) Attendance

2) Assignment

3) Assessment/ Test


Complete Stage A&B to receive Professional Certificate in Certified Financial Coach from Universiti Teknologi Malaysia (UTM)

Program Location

1) Pusat Pembangunan Professional, UTMSPACE, Kuala Lumpur 

2) Asian Institute of Certified Professional Coaches, 

    69, Bangunan Premier, Jalan Kampung Pandan, 55100, Kuala Lumpur

Poster/ Brochure
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Flipbook

For more information contact us at: 012-579 3789

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