| Module 1: Fundamentals of Islamic Financial Planning |
| Date & Time of Class |
Section |
Topics |
Sat, 12 Jul 08 (9.00 am)
Tue, 15 Jul 08 (6.30 pm) |
Overview |
1. Financial planning industry in Malaysia
2. Basics of Islamic Financial Planning
3. Islamic Financial Products and Services
4. Role of Islamic Financial Planner
|
Sat, 19 Jul 08 (9.00 am)
Tue, 22 Jul 08 (6.30 pm) |
Risk Management & Takaful Planning |
5. Introduction to Risk Mgt and Takaful
6. Principles of Takaful and Insurance
7. Takaful Products
8. Responsibilities of a Takaful Agent
|
Sat, 26 Jul 08 (9.00 am)
Tue, 29 Jul 08 (6.30 pm) |
Islamic Investment Planning - 1 |
9. Shariah Overview of Investment
10. Basics of Investment
|
Sat, 09 Aug 08 (9.00 am)
Tue, 12 Augl 08 (6.30 pm)
|
Islamic Investment Planning - 2 |
11. Islamic Investment Products
12. Approaching an Investment
|
Sat, 16 Aug 08 (9.00 am)
Tue, 19 Aug 08 (6.30 pm) |
Zakat & Tax Planning - 1 |
13. Introduction to Zakat
14. Administration of Zakat in Malaysia
|
Sat, 23 Aug 08 (9.00 am)
Tue, 26 Aug 08 (6.30 pm) |
Zakat & Tax Planning - 2 |
15. Tax Administration in Malaysia
16. Basics of Zakat and Tax Planning
|
Sat, 18 Oct 08 (9.00 am)
Tue, 21 Oct 08 (6.30 pm) |
Islamic Estate & Waqf Planning - 1 |
17. Introduction to Estate and Waqf Planning
18. Understanding Estate Planning
|
Sat, 25 Oct 08 (9.00 am)
Tue, 28 Octl 08 (6.30 pm) |
Islamic Estate & Waqf Planning - 2 |
19. Understanding Estate Administration Process
20. Understanding Waqf Planning
|
|
Sat, 15 Nov 08 (9.00 am)
Tue, 18 Nov 08 (6.30 pm)
|
Financial Plan Construction &Professional Responsibilities - 1 |
21. Overview of a Financial Plan
22. Introductory Case Studies
|
Sat, 22 Nov 08 (9.00 am)
Tue, 25 Nov 08 (6.30 pm) |
Financial Plan Construction &Professional Responsibilities - 2 |
23. Professional Responsibilities
24. Putting Ethical Values into Practice
|
Sat, 6 Dec 08 (9.00 am)
|
Revision class |
|
| Sat, 13 Dec 2008 |
EXAM DAY |
10.00 – 12.00 am(60 multiple-choice questions) |
| Course Title |
Fundamentals of Islamic Financial Planning(IFP Module 1) |
| Synopsis |
This
course is designed to enable candidates to develop an appreciation of
Islamic financial planning. Candidates are provided with an outline of
each of the major concerns of a financial planner as preparation for
the extensive study to be covered in the other courses of the IFP
program. The module prepares candidates towards becoming a competent
financial planner capable of meeting the financial planning needs of
the client in conformity to Shariah. |
| Objective |
The
objective of this course is to provide an overview of the IFP program
and basic knowledge of being an Islamic financial planner. |
| 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 financial planning components
5. Understand the professional responsibilities and ethical conducts
6. Create awareness towards Islamic financial planning
|
