Registered Financial Planner (RFP) / Shariah Registered Financial Planner (SRFP)
Upon completing the RFP / SRFP, candidates will be able to apply for the Financial Advisers’ License and Financial Advisers’ Representative License.
Recommended For:
Anyone who intend to pursue a career as a financial adviser.
Minimum Entry Requirement:
Degree or its equivalent
Recommended For:
Anyone who intend to pursue a career as a financial adviser.
Minimum Entry Requirement:
Degree or its equivalent
Modes of Exam:
- Computer‐Based Exam (CBE) - Click here to check our examination centre locations.
- Virtual Computer-Based Exam (VCBE) - Take your exam anytime and anywhere. See below for VCBE requirements.
MODULE | RFP | SRFP |
---|---|---|
1 | Fundamentals of Financial Planning | Fundamentals of Shariah Financial Planning |
2 | Risk Management & Insurance Planning | Risk & Takaful Planning |
3 | Investment Planning | Shariah Investment Planning |
4 | Zakat & Tax Planning | Zakat & Tax Planning |
5 | Estate Planning | Shariah Estate Planning |
6 | Retirement Planning | Retirement Planning |
7 | Applications in Financial Planning | Applications in Shariah Financial Planning |