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:
Trainer for Registered Financial Planner (RFP) courses.

Minimum Entry Requirement:
  1. Posses relevant tertiary education or recognised professional qualification;
  2. Some teaching experience with acceptable teaching competency;
  3. Proven knowledge base of the subject(s);
  4. Ability to lecture and conduct tutorials;
  5. Ability to assess students’ assignments, examination, etc;
  6. Ability to communicate effectively in English or Bahasa Malaysia or Mandarin where such RFP programmes are conducted in the respective languages;
  7. The ability to relate to students from a variety of backgrounds ;
  8. Has undergone the MII-RFP Course.

Course Objective & Learning Outcomes
Course Objective:
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
  1. Financial Planning Environment, Phenomenon and Process
  2. The Regulatory Environment for Financial Planners
  3. Ethics and Professionalism
  4. Personal Financial Statements
  5. Cash Flow Management
  6. Time Value of Money
  7. The Economic Environment and its Impact on Financial Planning
  8. Risk Tolerance
  9. Investment Planning
  10. Tax Planning
  11. Risk Management and Life Insurance Planning
  12. Estate Planning Issues, Process, Personalities and Instruments
  13. Retirement Planning Tools and Processes

Module 2 – Risk Management and Insurance Planning
  1. Understanding Risks
  2. Risk Management
  3. Insurance Needs Analysis
  4. Life Insurance Policies
  5. Health Insurance Policy Analysis
  6. Annuities
  7. General Insurance Products in Insurance Planning
  8. Takaful
  9. Legal Principles and Relevant Legislation in Insurance
  10. Consumer Protection and Life Insurance Industry Code of Practice
  11. The Financial Sector Master Plan
  12. SOCSO

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 :

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