RFP Module 3 case studies
RFP Module 3 · Put your knowledge to work in context.
RFP Module 3 is one of the six taught modules (M1–M6) that make up the Registered Financial Planner qualification awarded by the Malaysian Financial Planning Council (MFPC). A parallel Shariah RFP track exists, and candidates sit the same module structure under either designation. Module 3 is one of six modules weighted equally at 14% each, with the Module 7 project paper carrying the remaining 16% - so no single taught module dominates your overall result, but each one must be passed. The qualification is aimed at practising and aspiring financial planning professionals in Malaysia who want a recognised designatory credential, and MFPC describes itself as an independent body advancing the profession through best practice standards and a Code of Ethics for RFP and Shariah RFP designees. The RFP Module 3 case studies are 5 cases and about 4,732 words.
1Replacing a Disability Income Policy After a Back Claim
A 41-year-old self-employed management consultant in Kuala Lumpur earns RM 18,000 a month after expenses. Her salaried spouse earns RM 7,000 a month.
1,013 words, about 5 min2Concentrated Employer Stock and a Mortgage Pledge Proposal
Lim, 52, is a senior manager at a Bursa Malaysia-listed technology company. His net worth is RM 4.8 million: RM 3.1 million in vested RSUs and unexercised options in his employer, RM 800,000 in EPF, RM 400,000 in a global equity fund, RM 500,000 in cash, and RM 500,000 of equity in his apartment after a RM 1.2 million mortgage.
889 words, about 4 min3Residency, Foreign Rental Income, and Deduction Claims
Encik Rahman, 45, is a Malaysian citizen and consultant. In the current year he spends 190 days in Malaysia, 110 days in Singapore, and 65 days in Indonesia.
936 words, about 5 min4EPF Drawdown Versus a Level Life Annuity
Puan Aisyah, 54, plans to retire at 58. She has RM 1.1 million in EPF, RM 120,000 in PRS, RM 250,000 cash, and a fully paid house worth RM 850,000.
899 words, about 4 min5Blended Family, An Old Will, and a Stale Nomination
Tan, 62, is a widower remarrying in three months. His first wife died five years ago.
995 words, about 5 min