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Islamic Financial Planner (IFP)

Islamic Financial Planner (IFP) is designed specially 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 practise of financial planning professionals. Islamic Financial Planner shall be equipped with all the necessary knowledge of financial advisory for the retail market. IFP has obtained Full Accreditation status by the Finance Accreditation Agency (FAA).

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. Guide clients through the comprehensive financial planning processes
  2. Advice clients on how they may achieve their financial goals according to Shariah and Al-Falah
  3. Implement and monitor the holistic financial plan for the client

Mode of Learning

Face-to-face only

 

Contact: training@ibfim.com

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

  • 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.
Module Tuition (RM) Exam (RM)
M1 – Shariah & Major Components of Islamic Financial Planning (7 days) 1,749.00 424.00
M2 – Islamic Risk Management, Estate & Waqf Planning (9 days) 2,014.00 424.00
M3 – Islamic Investment, Retirement, Zakat & Tax Planning (8 days) 2,014.00 424.00
M4 – Islamic Financial Plan Construction & Professional Responsibilities (4 days) 2,226.00 NA
Total 8,003.00 1,272.00
RM 9,275

 

Module Tuition (RM) Exam (RM)
*Challenge Status – Shariah, Islamic Financial Plan Construction & Professional Responsibilities (6 days) 2,756.00 NA

 

 

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Assessment Fee

RM400.00 (Exclusive of 6% GST. 6% GST will be imposed upon payment.)