RFP Module 2 case studies
RFP Module 2 · Put your knowledge to work in context.
The Registered Financial Planner (RFP) Capstone Programme is the professional financial planning qualification offered by the Malaysian Financial Planning Council (MFPC), a parallel Shariah RFP track covers Islamic financial planning. Module 7 is the final module of the Capstone journey: MFPC describes it as the last step towards completing the qualification and becoming an RFP or Shariah RFP holder. The programme suits practising financial advisers, insurance and takaful agents, bank wealth staff, and career changers who want a recognised planning designation rather than a purely academic award. Candidates register through the 1st MFPC Portal, and MFPC lists modular exemption for the RFP programme, so prior qualifications may shorten the route. The RFP Module 2 case studies are 5 cases and about 3,681 words.
1Zakat and Purification on a Mixed-Income Share Portfolio
Puan Aisyah, 47, is a salaried accountant in Kuala Lumpur. She owns 40,000 shares in Syarikat Nur Sdn Bhd, a company her fund manager classifies as Shariah-compliant.
776 words, about 4 min2Takaful Nomination, Wasiyyah and Faraid in a Contested Estate
Encik Rahman, 58, died last month after a short illness. He leaves a wife, two sons, one daughter and his mother.
752 words, about 4 min3Choosing Between BBA and Musharakah Mutanaqisah with Early Settlement
Encik Danial, 35, is buying a RM650,000 house and needs RM585,000 of financing over 30 years. Bank A offers a musharakah mutanaqisah facility with a profit rate currently at 4.6% and a monthly instalment that varies with the rate.
761 words, about 4 min4Business Zakat for a Sole Proprietor with Doubtful Debts
Encik Hakim runs a halal-certified food trading business as a sole proprietor in Penang. His financial year ends on 31 December, and his zakat hawl is complete.
669 words, about 3 min5A Capital-Guaranteed Structured Product Sold as Shariah-Compliant
Puan Lina, 52, plans to retire in eight years and wants a capital guaranteed, Shariah-compliant investment yielding 8% a year. A product specialist offers a five-year structured note wrapped in a takaful plan.
723 words, about 4 min