IFP® Full-Fledged Module 4

Programme Overview

This module prepares candidates to become competent financial planners capable of meeting the financial needs of clients in conformity with Shariah. Candidates are provided with the relevant Shariah and regulatory frameworks, systematic processes, technical knowledge, skills and tools necessary to develop a comprehensive Islamic financial plan and to deliver advisory services to clients.

Key Highlights

• Ethical values and compliance in Islamic financial planning
• Construct and strategise a holistic Islamic financial plan
• Execute the implementation and review process

Objectives

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

What You Will Be Able To Do

• Evaluate the principles of Islamic ethical values and compliance in Islamic financial planning.
• Construct and strategise a holistic Islamic financial plan.
• Formulate and execute the implementation and review process of the plan as an ongoing advisory service.

Course Structure

DAY 1

• Putting Ethical Values into Practice
• Financial Planning Construction (E-G-A)

DAY 2

• Islamic Financial Solution Formulation (D): Cash Flow and Liability Management
• Islamic Financial Solution Formulation (D): Islamic Risk Management

DAY 3

• Islamic Financial Solution Formulation (D): Islamic Investment
• Islamic Financial Solution Formulation (D): Retirement
• Islamic Financial Solution Formulation (D): Zakat and Income Tax

DAY 4

• Islamic Financial Solution Formulation (D): Islamic Legacy Planning
• Plan Recommendation, Implementation and Review (I-M)

Schedule

Classes

• 10 Apr (Sat)
• 11 Apr (Sun)
• 17 Apr (Sat)
• 18 Apr (Sun)