Shariah RFP Module 6
Retirement Planning
Programme Overview
Shariah RFP Module 6 covers conducting comprehensive retirement needs analysis, calculating required retirement capital, applying risk profiling in a retirement planning context, designing retirement investment strategies and portfolios, and recommending appropriate retirement schemes such as EPF and PRS.
Key Highlights
- Retirement needs analysis
- Retirement capital calculation approaches
- Risk profiling for retirement planning
- Retirement investment strategies and portfolios
- EPF and PRS retirement schemes
Objectives
- Apply Shariah principles comprehensively in financial planning contexts, demonstrating mastery of Fiqh al-Muamalat and Maqasid al-Shariah.
- Conduct holistic financial needs analysis integrating risk management, investment, zakat, tax, estate and retirement planning.
- Design and implement Shariah-compliant solutions across all financial planning domains using appropriate Islamic contracts and instruments.
- Calculate and advise on zakat obligations while optimising tax efficiency within Shariah parameters.
- Construct Shariah-compliant investment portfolios using screening methodologies and governance frameworks.
- Apply Faraid principles and Islamic estate planning tools (wasiyyah, hibah, waqf) for wealth distribution.
- Execute the six-step financial planning process of Establish, Gather, Analyse, Develop, Implement and Monitor with professional competence.
- Uphold professional ethics and standards as defined by the MFPC Code of Ethics and Best Practice Standards.
- Qualify for the Financial Adviser's Licence and Capital Markets Services Licence applications.
What You Will Be Able To Do
- Conduct comprehensive retirement needs analysis.
- Calculate required retirement capital using various approaches.
- Apply risk profiling in a retirement planning context.
- Design retirement investment strategies and portfolios.
- Recommend appropriate retirement schemes such as EPF and PRS.
- Address retirement planning for entrepreneurs and small businesses.
Schedule
Classes
- 24 Nov (Tue)
- 25 Nov (Wed)
- 26 Nov (Thu)
Other Programmes
IFP® Full-Fledged Module 1
Shariah and Major Components of Islamic Financial Planning
Have Questions About This Programme?
Our team can confirm eligibility, HRD Corp claimability, and help you choose between this and other certification pathways.