Train the Trainer for Registered Financial Planner (TTT-RFP)
Upon the completion of this programme, trainer will be recognised as certified RFP Trainer for the specific module will be given by MFPC upon satisfactory completion of the course (80% attendance) and passing the RFP examination.
Recommended For:
Recommended For:
Trainer for Registered Financial Planner (RFP) courses.
Minimum Entry Requirement:
- Posses relevant tertiary education or recognised professional qualification;
- Some teaching experience with acceptable teaching competency;
- Proven knowledge base of the subject(s);
- Ability to lecture and conduct tutorials;
- Ability to assess students’ assignments, examination, etc;
- Ability to communicate effectively in English or Bahasa Malaysia or Mandarin where such RFP programmes are conducted in the respective languages;
- The ability to relate to students from a variety of backgrounds ;
- Has undergone the MII-RFP Course.
Course Objective:
The objective of the programme is:
Course Outline:
Module 1 – Fundamentals of Financial Planning
Module 2 – Risk Management and Insurance Planning
The objective of the programme is:
- To provide trainers the fundamentals of facilitating a class and ensuring professionalism in the delivery of the subject.
- To provide a better understanding and effective delivery of the subject.
- To provide an overview and effective use of the standardized presentation slides provided.
Course Outline:
Module 1 – Fundamentals of Financial Planning
- Financial Planning Environment, Phenomenon and Process
- The Regulatory Environment for Financial Planners
- Ethics and Professionalism
- Personal Financial Statements
- Cash Flow Management
- Time Value of Money
- The Economic Environment and its Impact on Financial Planning
- Risk Tolerance
- Investment Planning
- Tax Planning
- Risk Management and Life Insurance Planning
- Estate Planning Issues, Process, Personalities and Instruments
- Retirement Planning Tools and Processes
Module 2 – Risk Management and Insurance Planning
- Understanding Risks
- Risk Management
- Insurance Needs Analysis
- Life Insurance Policies
- Health Insurance Policy Analysis
- Annuities
- General Insurance Products in Insurance Planning
- Takaful
- Legal Principles and Relevant Legislation in Insurance
- Consumer Protection and Life Insurance Industry Code of Practice
- The Financial Sector Master Plan
- SOCSO
