IFP Challenge Status Application
  • Islamic Financial Planner (IFP) Programme

    Challenge Status
  • The Islamic Financial Planner (IFP®) is a professional qualification programme designed especially for professionals and executives serving the retail segment of the Islamic financial market. IFP® is pre-requisite for Capital Market Services Representative Licence (CMSRL) by Securities Commission (SC) and Financial Adviser Representative (FAR) by Bank Negara Malaysia (BNM) to carry out the regulated activity financial planning. This programme is a joint collaboration between IBFIM and Financial Planning Association of Malaysia (FPAM), and receives Full Accreditation from Finance Accreditation Agency (FAA).

     

     

     


    Fees

    Module / Assessment Fee / pax (RM)
    Islamic Financial Planner (IFP) Challenge Status 2,200
    Sales & Services Tax 132
    Assessment 400
    Total Investment / Pax 2,732

     

     

     


    Recognition of Prior Learning Fee

    Candidates with lower qualification may apply for Recognition of Prior Learning Fee (RPL) to enrol in the programme via the alternative route. Advance Standing Status shall be granted to the candidates who are successful in their RPL application.

    Module / Assessment Fee / pax (RM)
    Application Fee 100
    Recognition of Prior Learning Fee 380 / module

    Note :

    1. The RPL application fee is payable upon submission of the application and is non-refundable regardless the outcome of the application.
    2. The RPL fee is payable for which advance standing is awarded and payment is to be made upon approval of the respective advance standing awarded.

     

     

     


    Entry Requirements

    • Certified Financial Planner; or
    • Professional Certification e.g. CFA, CA, CIFP with 3 years of experience in Islamic Financial Services Industry; or
    • Bachelor’s degree in any discipline with 5 years of experiences in Islamic Financial Services industry.

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    Dates:

    2020: 29 Feb, 1 Mar, 2 Mar, 7 Mar, 8 Mar, 9 Mar

    Location:

    Wealth Vantage Advisory Sdn Bhd office

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    Interested candidates to fill the form at the next page and prepare the following supporting document:

    1. Latest CV/resume
    2. Copy of tertiary education
    3. Professional Certificate e.g. CFP, RFP, CA

    Candidates with lower qualifications should apply for Recognition or Prior Learning (RPL) from IBFIM at http://ibfimonline.com/rpl/.

     

     

     

     



    Enquiry:

    For any enquiry about the programme, kindly drop us an email at hi[at]wealthvantage.com.my. (Click this link to open your mail app)

  • Islamic Financial Planner (IFP) Programme

    Challenge Status
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