About Islamic Financial Planning Certificate (IFPC) by FPAM

The IFPC by FPAM is a CPE-recognised professional qualification by Securities Industry Development Corporation (SIDC) that carries 20 CPE points. The participants will take a standard examination by FPAM consists of 60 multiple-choice questions within 2 hours. A certificate of achievement will be awarded to the successful participant.

The IFPC is also part of FPAM Continuing Education series that serves as a preparatory course for those CFP holders keen on taking the IFP Challenge. FPAM members can earn up to 40 CE points by participating in the IFPC course.

Go to www.ifpexchange.com to learn more about the IFP Challenge.

IFPC CLASS SCHEDULE AND COURSE OUTLINE

Islamic Financial Planning Certificate (IFPC) by FPAM
Class Date & Time Section Topics

Wed, 18 Feb 2009

9.00 am – 5.30 pm

Overview and

Risk Management & Takaful

  1. Financial planning industry in Malaysia

  2. Basics of Islamic Financial Planning

  3. Islamic Financial Products and Services

  4. Role of Islamic Financial Planner

  5. Introduction to Risk Management

  6. Introduction to Takaful

  7. Takaful business models

  8. Key Differences between Takaful and Insurance

  9. Takaful Need Analysis

Wed, 25 Feb 2009

9.00 am – 5.30 pm

Islamic Investment and

Zakat & Tax

  1. Key Concepts of Investment

  2. Introduction to Islamic Investment

  3. Understanding Islamic Investment Products

  4. Basics of Portfolio Investment Mgt

  5. Wealth Accumulation Target

  6. Introduction to Zakat

  7. Administration of Zakat in Malaysia

  8. Tax Administration in Malaysia

  9. Basics of Zakat and Tax Planning

  10. Form BE – Sample case

Wed, 04 Mar 2009

9.00 am – 5.30 pm

 Islamic Estate & Waqf

  1. Introduction to Islamic Estate

  2. Understanding Islamic Estate Planning

  3. Introduction to Waqf

  4. Retirement Planning

  5. Islamic Estate, Retirement and Waqf planning

Wed, 11 Mar 2009

9.00 am – 5.30 pm

Professional Responsibilities and Course Revision

  1. Duties of the Financial Planner

  2. Putting Ethical Values Into Practice

  3. Revision
Wed, 25 Mar 2009 EXAM DAY

10.00 am – 12.00 pm

(60 multiple-choice questions)

 

Course Title Islamic Financial Planning Certificate (IFPC) for Capital Market professionals
Synopsis This course is designed to introduce the major issues of Islamic financial planning to capital market license holders. It provides definitions of Islamic concepts, products and instruments in financial planning, and serves as a technical introduction to the discipline of financial planning. The participants will be exposed to the background and concerns of planning for a Muslim client. The course provides an understanding of the financial planner’s role in meeting the client’s financial planning needs in conformity to Shariah.
Objective The objective is to provide the foundation of Islamic financial planning as a professional discipline to capital market license holders.
Learning Outcomes

Upon completion of the course, the participant is able to:

  1. Understand Financial Planning

  2. Understand the financial planning industry and its regulatory structure

  3. Understand the differences between Islamic and conventional financial planning

  4. Understand the major concerns of Islamic financial planning

  5. Understand the professional responsibilities and ethical conducts of a financial planner

  6. Create awareness towards Islamic financial planning

Profile of Trainers 

MAHADZIR AHMAD

Aged 43, holds a BBA (Finance) from the University of Toledo, USA and an MBA (Islamic Banking and Finance) from the International Islamic University Malaysia. He is also pursuing his PhD in Islamic Finance at INCEIF currently.

His career in the investment field and financial services industry started in 1987 when he took the challenge of being a Life Insurance Agent as his first job. Since then, 21 years have passed by and his experience now covers a wide spectrum of being a finance professional. He has performed stock broking research, share dealing, institutional sales and portfolio management, and had spent over 6 years from 1989 to 1996, directly involved with the stock exchange. 

He has been with FPAM since March 2005 and currently is the Program Manager of Islamic Financial Planner (IFP). At FPAM, he is primarily involved with syllabus and modules development, managing trainers, conducting classes, examinations, marketing and other strategic developments of the IFP. 
MOHD AMIR SHARIL BAHARI

Aged 35, holds a Bachelor in Law (Honours) and a Post-Graduate Diploma in Syariah Law (DSLP) from the International Islamic University Malaysia, and also a Diploma in Life Underwriting Training Council (LUTC) from Malaysian Insurance Institute. He is also pursuing his Master in Comparative Law at IIUM currently. 

He is one of the pioneers in the Islamic estate planning industry when he incorporated Amanah Hibah Sdn. Bhd. in 2000. He is active with Persatuan Perwarisan Harta Malaysia (PERWARIS) and currently serves as the Assistant Secretary of the association. 

He is a Partner in Bahari & Bahari, a legal firm, specialising in the areas of Islamic Will Writing including Harta Sepencarian, Hibah, Amanah and Islamic Family law matters. 

REGISTER NOW! Limited seats. Closing date is February 11, 2009. For further info, contact Zahidi at 03 2095 7713 or zahidi@fpam.org.my.

Click here to download IFPC Registration Form and IFPC Class Schedule and Course Outline.