Islamic Financial Planner (IFP)

Islamic Financial Planner (IFP)

Overview

Islamic Financial Planner (IFP) is designed especially for professionals and personnel serving the retail segment of the Islamic financial products and growing demands of discerning Muslim retail clientele call for higher standards of competency and ethical practice of financial planning professionals.

Learning Outcomes

Upon completion of this advanced level, participants would attain a complete knowledge and have standard proficiency as an Islamic Finance professional. Their professionalism can be measured through their ability to:

  1. Illustrate the Shariah principles and its applications that related to Islamic financial planning
  2. Relate the financial planning industry and its regulatory structure
  3. Realize the steps and requirement in Islamic financial planning process
  4. Construct and strategize a holistic Islamic financial plan
  5. Formulate and execute implementation and review process of the plan as an ongoing advisory service

Mode of Learning

Face-to-face only

 

Contact: training@ibfim.com


Modules

IFP4011: Shariah and Major Components of Islamic Financial Planning

IFP4021: Islamic Risk Management, Estate and Waqf Planning

IFP4031: Islamic Investment, Retirement, Zakat and Tax Planning

IFP5041: Islamic Financial Plan Construction & Professional Responsibilities

Entry Requirement

  • Full Fledged (all Modules)
    • Minimum requirement: Degree in any field
  • Challenge Status
    • Certified Financial Planner (CFP) holders
    • Other professional certificates e.g. Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Islamic Finance Professional (CIFP) or equivalent with 3 years’ experience
    • Bachelor’s degree holder in any discipline with 5 years of minimum experience in Islamic financial services industry.

Fee

Module Tuition (RM) Exam (RM)
M1 – Shariah & Major Components of Islamic Financial Planning (7 days) 1,749.00 400.00
M2 – Islamic Risk Management, Estate & Waqf Planning (9 days) 2,014.00 400.00
M3 – Islamic Investment, Retirement, Zakat & Tax Planning (8 days) 2,014.00 400.00
M4 – Islamic Financial Plan Construction & Professional Responsibilities (4 days) 1,802.00 400.00
Total 7,579.00 1,600.00
RM 9,179.00

 

Module Tuition (RM) Exam (RM)
*Challenge Status – Shariah, Islamic Financial Plan Construction & Professional Responsibilities (6 days) 2,332.00 400.00

 

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Examination

Assessment Fee

RM400.00

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