Registered Financial Planner (RFP) / Shariah Registered Financial Planner (SRFP)

Agent Development

Upon completing the RFP / SRFP, candidates will be able to apply for the Financial Advisers’ License and Financial Advisers’ Representative License.

Recommended For:
Anyone who intend to pursue a career as a financial adviser. 

Minimum Entry Requirement:
Degree or its equivalent

Registered Financial Planner (RFP) / Shariah Registered Financial Planner (SRFP)

For Inquiries

Sales

+603 2712 8882

Programme Modules

Registered Financial Planner (RFP)

  1. Fundamentals of Financial Planning
  2. Risk Management & Insurance Planning
  3. Investment Planning
  4. Zakat & Tax Planning
  5. Estate Planning
  6. Retirement Planning
  7. Applications in Financial Planning

Shariah Registered Financial Planner (SRFP)

  1. Fundamentals of Shariah Financial Planning
  2. Risk & Takaful Planning
  3. Shariah Investment Planning
  4. Zakat & Tax Planning
  5. Shariah Estate Planning
  6. Retirement Planning
  7. Applications in Shariah Financial Planning

Exam Details

Exam Format

MODULE NO OF QUESTIONS DURATION
Module

1 – 6

75 questions (MCQ) for each module 2½ hours for each module
Module 7
  • Essay questions (TWO (2) compulsory questions of 60 marks for each question)
  • 4 elective questions (40 marks for each question, answer any TWO (2) questions), and
  • Project Paper
3 hours


Language: English

Passing Mark: Depends on the module

Exam Guideline

Exam Results

To check your exam results:

Login into iLMS (click here) > Dashboard > Exam Result > Click “Magnifying Glass” button to view/print your exam result.

For candidates of exams conducted in the year 2016 onwards, you need to login to iLMS to check the result. Click here to check your result.

Modes of Exam

  • Computer‐Based Exam (CBE) – Bangunan AICB, Mezzanine Floor, Kuala Lumpur
  • Virtual Computer-Based Exam (VCBE) – Click here for VCBE technical requirements
  • Click here for Rules & Regulations for all Aii’s Examinations