e-RFP (Registered Financial Planner) Module 1

Registered Financial Planner (RFP) Module 1 e-Learning

The Malaysian Insurance Institute has embarked into the online learning environment. Teaching and learning industry-related courses are now available online via MII iLMS upon subscription. e-Learning content of the Registered Financial Planner (RFP) Module 1, are complementary to the actual training materials used in a classroom setting. This module is approved by Subject Matter Experts in the insurance industry.

This Online Learning Content (OLC) are offered as Individual and Bulk subscription. Subscriber can enjoy 50% discount on RFP Exam Fee and obtain an additional of 15 CPD Hours!

Programme Details


Chapter 1: The Financial Planning Environment, Phenomenon and Process
Chapter 2: The Regulatory Environment for Financial Planners
Chapter 3: Ethics and Professionalism
Chapter 4: Personal Financial Statements
Chapter 5: Cash Flow Management
Chapter 6: Time Value of Money (TVM)
Chapter 7: The Economic Environment and Its Impact on Financial Planning
Chapter 8: Risk Tolerance
Chapter 9: Investment Planning
Chapter 10: Tax Planning
Chapter 11 (Part I): Risk Management
Chapter 11 (Part II): Life Insurance Planning
Chapter 11 (Part III): Various Types of Insurance Product
Chapter 12: Estate Planning Issues, Process, Personalities and Instruments
Chapter 13: Retirement Planning Tools and Processes


LANGUANGES: English only.

PREREQUISITES: No pre-requisites condition required.

TARGET AUDIENCE: To all Insurance agent / Bancassurances personnel who interested to continuosly learning and acquire skills to provide comprehensive advisory services to client, and need to fulfill the annual CPD Hours requirements.

CPD Hours: 15 hours

Certificate: e-Certificate is available in PDF format via iLMS.

Terms & Conditions apply:
i. This offer is only valid for those who have completed the modules of e-RFP mandatory CPD programme.
ii. The discounted RFP Exam Fee is RM450 per module compared to normal RM900
iii. The candidate is required to pay for the professional membership fees to the MFPC:
 • Entrance fee, RM50
 • Student membership fee, RM80

*subjected to MFPC programme entry requirements and approval

1. Comprehensive content approved by Subject Matter Experts of the insurance industry
2. Interactive content designed using sound Instructional Design
3. User-friendly navigation Attractive multimedia interface and animations
4. Self-assessment activities
5. SCORM-compliant

Contact Info

The Malaysian Insurance Institute 197701004772 (35445-H),
Level 6, Bangunan AICB,
No. 10 Jalan Dato’ Onn,
50480 Kuala Lumpur, Malaysia 

Tel : +603 2712 8882

Email : customercare@mii.org.my

Customer Service Virtual Office: Open from 10:00 a.m. to 12:00 p.m., Mon-Fri

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