This Course has been approved by the Bank Negara Malaysia (BNM) and Securities Commission Malaysia (SC) as the approved qualification for FAR and CMSRL/FPR. Course Module and Descriptions:
Module 1 Fundamentals of Financial Planning
Module 2 Risk Management & Insurance Planning
Module 3 Investment Planning
Module 4 Zakat & Tax Planning
Module 5 Estate Planning
Module 6 Retirement Planning
Module
7 Applications in Financial Planning
Course Fee:
Starting RM2,550 (FAR) - RM3,000 (FAR+FPR)
Based on relevant PhD, Masters, or Bachelor's Degree
Relevant Industry as Insurance Agent and Takaful Agent
The Objectives of this CPE Course:
✅ Improve Insurance Agent (IA) and Takaful Agent (TA) Business Activities.
✅ Allow IA and TA no bias when promoting Insurance / Takaful to clients
✅ Allow IA and TA promote 18 General Insurance Brands
✅ Allow IA and TA promote 8 Life Insurance Brands
✅ Allow IA and TA promote 11 Takaful Operator Brands
✅ Improve IA and TA contract with no maintenance
✅ Improve IA and TA on Termination
✅ Improve IA and TA Business Income
CPE = Continuing Professional Education
IA = Insurance Agent
TA = Takaful Agent
FAR = Financial Adviser Representative
CMSRL = Capital Market Services Representative's License
FPR = Financial Planning Representative
Completed M1, M2, M3:
Module 1 Fundamentals of Financial Planning
Module 2 Risk Management & Insurance Planning
Module 3 Investment Planning
Register with BNM
Qualification = FAR
Completed M1, M3, M6:
Module 1 Fundamentals of Financial Planning
Module 3 Investment Planning
Module 6 Retirement Planning
Register with SC
Qualification = CMSRL/FPR
Completed M1 - M7:
Module 1 Fundamentals of Financial Planning
Module 2 Risk Management & Insurance Planning
Module 3 Investment Planning
Module 4 Zakat & Tax Planning
Module 5 Estate Planning
Module 6 Retirement Planning
Module 7 Applications in Financial Planning
Register with BNM
Register with SC
Qualification = FAR + CMSRL/FPR
We are Insurance and Takaful Agent Mentoring Consultant. The statements / opinions expressed on this site are my own & do not necessarily represent anyone and any unmentioned parties. This website is owned and maintained by Insurance Agent / Takaful Agent Continuing Professional Education.
