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

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.
Programme Modules

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

Contact Info

The Malaysian Insurance Institute 197701004772 (35445-H),
Level 6, Bangunan AICB,
No. 10 Jalan Dato’ Onn,
50480 Kuala Lumpur, Malaysia 

Tel : +603 2712 8882

Email :

Customer Service Virtual Office: Open from 10:00 a.m. to 12:00 p.m., Mon-Fri

Connect With Us

©2023 The Malaysian Insurance Institute. All Rights Reserved. Designed By MII