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Notice:
From 8th May 2008, we have move to:
Suite 7.01, 7th Floor,
Manara Tun Razak,
Jalan Raja Laut,
50350 Kuala Lumpur,
Malaysia.
Telephone: 03- 2693 1900
Facsimilie: 03- 2693 1700
Email : mfpc@mfpc.org.my
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Registered Financial Planner (RFP)
The premier financial planning mark of excellence |
Bank Negara Malaysia - Insurance Act
(Amendment) 2005
RFP is approved qualification for the
application of Financial Advisor (FA)
License | |
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Capital Markets and Services Act 2007
RFP is recognized as one of the qualifications
for the application of Capital Markets Services (CMS) License | |
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Continuing Professional Development (CPD) credits requirement for maintaining the RFP designation
RFP designees will have to earn 30 hours of CPD credits every year (subject to review by MFPC) before they can renew their RFP designation. The credits may be earned through studying, speaking or lecturing in CPD validated programmes or in other ways as determined by the Certification & CPD Board from time to time.
The CPD Guidelines serve as a guide on the type of programmes (inclusive training, lecturing, learning and writing) that the planners and advisers should pursue to improve their skills and knowledge in providing good service and advice to their customers.
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The financial planning industry in Malaysia comprises a wide spectrum of financial professionals from the unit trust, insurance, accounting, banking, investments and securities industries.
Recent development evidences that the presence of some of these professionals in the financial planning industry constitutes a natural progression from their line of work. In the insurance industry particularly, the presence of financial planners has clearly progressed in keeping with the insurance product lines and the customers¡¯ needs.
Hence, whilst financial planning is a widely used term in the ¡°process¡± of setting financial goals in areas like retirement planning, home ownership, insurance and wealth accumulation, it is also being applied in many industries such as life insurance, banking, unit trust and stockbroking. |
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