Shariah RFP Capstone

Programme Overview

The Shariah RFP Capstone module is the final integration step of the Shariah RFP certification pathway, now delivered fully online. This programme combines integrated client case studies, comprehensive financial plan development, and professional presentation skills, leading to final ShRFP certification completion.

Key Highlights

• Integrated client case studies
• Comprehensive financial plan development
• Professional presentation skills
• Final ShRFP certification completion

Objectives

• Demonstrate knowledge of Shariah principles and their application in financial planning.
• Apply the six-step financial planning process (E-G-A-D-I-M) in client advisory.
• Integrate risk management, takaful, investments, zakat, tax, retirement and estate planning into holistic solutions.
• Construct and present a Shariah-compliant financial plan.
• Prepare effectively for the MFPC Capstone Assessment to qualify as a Shariah RFP.

What You Will Be Able To Do

• Build an integrated client case study from discovery through to recommendation.
• Develop a comprehensive Shariah-compliant financial plan end to end.
• Present and defend a financial plan to professional standards.
• Complete the final requirement of the Shariah RFP certification.

Course Structure

DAY 1: Fundamentals of Shariah Financial Planning

• Shariah worldview and Fiqh al-Muamalat
• Maqasid al-Shariah in finance
• Shariah contracts in financial planning

DAY 2: Risk Management and Takaful Planning

• Risk profiling and needs analysis
• Family and medical takaful solutions
• Case application in protection planning

DAY 3: Shariah Investment Planning

• Shariah-compliant asset classes
• Screening, governance and cleansing
• Portfolio construction and suitability

DAY 4: Zakat and Tax Planning

• Zakat framework in Malaysia
• Calculation of zakat on income and wealth
• Tax responsibilities and Shariah-aligned planning

DAY 5: Shariah Estate Planning

• Faraid principles and inheritance framework
• Tools: wasiyyah, hibah, waqf, amanah, harta sepencarian
• Case study: estate distribution strategy

DAY 6: Retirement Planning

• Retirement needs analysis
• Islamic retirement products (EPF, PRS, takaful riders)
• Funding gap analysis and retirement strategies

DAY 7: Applications in Shariah Financial Planning

• Financial plan construction and integration
• Group project: comprehensive plan development
• Mock examination and review (preparation for the MFPC Capstone Assessment)

Schedule

Classes

• 21 Sep (Mon)
• 22 Sep (Tue)
• 23 Sep (Wed)
• 24 Sep (Thu)
• 28 Sep (Mon)
• 29 Sep (Tue)
• 30 Sep (Wed)
• 01 Oct (Thu)