Preparatory Class for PITA Registered Financial Planner Module 2 / Shariah Module 2

Professional Certification

Objective

The PITA Registered Financial Planner Module 2/Shariah Module 2 aims to foster professionalism among insurance/takaful agents and equip them with specialised skills that will enhance their financial planning knowledge and advisory services. 

Learning Format 

  • Face To Face Classes

Learning Outcomes

  • Understand the impact of insurance/takaful in financial planning 
  • Evaluate risks with appropriate techniques and tools
  • Differentiate types of insurance/takaful products in the market  
  • Recommend suitable insurance/takaful products and services to clients
  • 14 CPD Points

Added Values

  • Embrace professionalism in insurance/takaful industry  
  • Meet experienced and certified trainers 
  • Establish networking with agents nationwide

Preparatory Class for PITA Registered Financial Planner Module 2 / Shariah Module 2

For Inquiries

Sales

+603 2712 8882

Programme Modules

  • RFP Module 2 Risk Management and Insurance Planning
  • RFP Module 2 Shariah Risk Management and Takaful Planning

 

Duration : 2 Minimum 30 pax for each class days each module

Class Size : Minimum 30 pax for each class

Medium of Instruction : English

Exam Result : Result can be downloaded from ILMS

CPD Points: 14

Module 2: Risk Management and Insurance Planning

  • Understanding Risks
  • Risk Management
  • Insurance Needs Analysis
  • Life Insurance Policies
  • Health insurance Policy
  • Annuities
  • General Insurance Products in Insurance Planning
  • Takaful
  • Legal Principles and relevant legislation in insurance Consumer Protection and Life Insurance Industry Code of Practice
  • SOCSO

Module 2: Risk Management and Takaful Planning

  • Risk Management
  • Risk Management in Islamic Point of View
  • Risk and Insurance
  • Takaful: The Shariah Compliant Issues
  • Takaful: A Comparison with Insurance
  • Family Takaful
  • General Takaful
  • Investment Linked Takaful
  • Takaful Agent: Ethics, codes of conduct
  • Claims: Family and General Takaful
  • The Importance of Takaful in Shariah Financial Planning and Cases

Programme Structure

Course level : Certification programme

Course Duration : 14 hours

Assessment Structure : Examination (100%)

Exam Format : Multiple Choice Questions

Exam Duration : 14 hours

Exam Mode : Computer Based Examination (CBE)/ Virtual Computer Based Examination (VBE)

Passing Mark : Minimum 50%

Dates

01.01.2024

Contact Sales For Dates

Fees

Fees

400 MYR per module (excluding exam fee)

Registration

https://www.mii4u.org/ilms/

Venue

MII Training Room, Level 2, Bangunan AICB, No. 10 Jalan Dato’ Onn, 50480 Kuala Lumpur, Malaysia

Testimonials

Hear what our students have to say about their experience at MII.