The initial promoters of the Malaysian Financial Planning Council (MFPC), which confers the RFP designation, are LIAM, NAMLIFA and MII. Their representatives have developed the programme because they believe in our national aspirations of education excellence and self determination. They are willing to contribute, have the resources and proven experience to handle the assignment to promote RFP as the benchmark financial planning designation in Malaysia

Why should you enroll for the RFP Designation?

The RFP serves a mechanism for the MFPC to help fulfill the National objectives of making Malaysia a Centre of Educational Excellence. By participating, you become a contributor to this objective of national significance. The RFP signifies the twin pillars of professionalism in financial planning Professional Education and Practice Excellence. Most importantly, the concept of the RFP is defined by Malaysians who truly understand our values and needs.

Financial Planners who have completed the RFP programme are looked upon by their clients as financial planning experts with the highest standard of professionalism. In the process, those who are RFP designees will enhance their status as the financial planning Professionals of Choice in the eyes of the public

Some salient advantages

The RFP advantages: Malaysianised syllabus; high-quality study materials; excellent lecturers; greater flexibility in methods of study; reasonable programme fees; consumer-oriented; proactive and multifaceted, capable of providing quality planning.

The entire RFP programme comprises 7 modules, each module requiring a minimum of 42 lecture hours titled as follows

1. Self-study with examination
2. Course with lectures and examination

Upon enrolment for either method of study, a complete set of textbook/course materials will be given for each and every module.

The text materials used will meet the high standards set by the Certification and Continuing Professional Development (CPD) Board of the MFPC. Candidates will be tested on both the academic and practitioner¡¯s aspects of each module to ensure that RFP designees are those who are trained to perform the task of financial planning in the real world.

Difference Between Self-study and Lectured Courses

The availability of the two methods of study gives greater flexibility and choice to cater to the differing needs of the students throughout the country.
Self-study is an approach where the student is allowed to study on his own and complete his studies at his own pace. As for the lecture-mode of study, it allows for interactions and exchange of ideas through feedback, discussions and case studies.
All lecturers are certified by the Certification and CPD Board.

The Students are required to register with MFPC Secretariat.

Student Registration for new and continuing students either for new or repeat modules is centralized at the MFPC Secretariat. Please obtain the registration forms directly from the MFPC Secretariat and forward all examination registration forms and correspondence to:

RFP Examination Registration Department
Malaysian Financial Planning Council
Suite 7.01, Level 7, Menara Tun Razak
Jalan Raja Laut
50350, Kuala Lumpur

Email Address: examregistration@mfpc.org.my

Upon successful registration, study materials will be given to the students at the MFPC registration counter. Should students register via post/mail, study materials will be mailed to the correspondence address as indicated in the registration form.

The Malaysian Insurance Institute (MII) remains Examination Facilitator of the MFPC, and continues registering student members and RFP examinations until 7 January 2010 (closing date for Feb 2010 RFP examinations). Thereafter, MII will no longer be accepting any RFP Examination registration.
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RFP Examination

There will be four (4) examination sessions in February, May, August and November.

The Examination Centres are in Kuala Lumpur, Penang, Ipoh, Melaka, Johor Bahru, Kota Kinabalu and Kuching.

Guidelines on Student/Examination Registration
Examination schedule for year 2010
Timeline for Module 7 Project Paper

1. The Malaysian Insurance Institute (MII)         
No. 5, Jalan Sri Semantan Satu,
Damansara Heights,
50490 Kuala Lumpur.

PIC     : Freddie Phoon Wai Wan - (Training and Education Department) 
Email : customercare@mii.org.my
Tel     : +603 - 2087 8882 
Fax    : +603 - 2093 7885
Please Click Me for Registration form. 
Please Click Me for Course Brouchure.

** The fee for each module will include textbook, examination fee and lectures (if applicable).

What are the exemptions allowed?
For all applications of module exemption, you will have to complete Exemption Application Form as attached. Application for module exemption must be submitted together with the Certified True Copy of your certificate/transcript.

Click here for Exemption Guideline.

• Announcement on exemption of MII examinations
• Announcement on exemption of CIFP by INCEIF

Upon passing the examination for all the seven modules, you will have to apply to the MFPC for the conferment of the RFP designation, subjected to meeting the requirements of minimum two years' experience in the Financial Services Industry and subscribing to the Ethical & Practice Standards set by the Ethics and Compliance Board.

Once your application have been approved by the Council, you will be registered as an Ordinary Member of MFPC.

Continuing Professional Development (CPD) credits requirement for maintaining the RFP designation

RFP designees are require to comply with 30-hour CPD training each year. 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.