RFP Module 6 case studies
RFP Module 6 · Put your knowledge to work in context.
The Registered Financial Planner (RFP) Capstone Programme is offered by the Malaysian Financial Planning Council (MFPC), an independent body that states it advances the financial planning profession through best practice standards and a Code of Ethics for RFP and Shariah RFP designees. The RFP Capstone Programme sits alongside a Shariah RFP Capstone Programme in MFPC's programmes list, and MFPC describes Module 7 as the final step towards completing your RFP / Shariah RFP journey - positioning the capstone as the closing stage that moves a candidate closer to becoming an RFP or Shariah RFP holder. The RFP Module 6 case studies are 5 cases and about 4,468 words.
1The Business Owner Who Wants the Portfolio Fixed First
Client: 52, married, two adult children; the elder, 29, is the company's operations manager. He owns 100% of a Hong Kong trading company valued at HK 31m on EBITDA of HK 4.6m.
879 words, about 4 min2The Irrevocable Pension Commutation
Client: 60, retiring in March after 34 years in the civil service. At retirement she must make a once-and-final election: a lump sum of HK 8.4m, or a monthly pension of HK 38,000 for life, with 50% continuing to her spouse (58) if she dies first.
906 words, about 5 min3Three Jurisdictions and a Missing Grant
Client: 68, Canadian citizen, Hong Kong permanent resident for 30 years, whose husband died seven months ago. His Hong Kong will, professionally drafted, leaves the residue equally to their two children - one in Vancouver, one in Hong Kong.
898 words, about 4 min4The Couple Who Want You to Settle It
Couple: 36 and 34, Hong Kong, combined gross income HK 118,000 a month, he earning HK 78,000 of it. Daughter aged 2; a second child planned next year.
836 words, about 4 min5Whatever He Thinks Is Best
Client: 79, widowed in 2019, living in a private care home. Assets: HK 6.4m in Hong Kong dollar time deposits maturing this month, a rental flat worth HK 1.1m, and her former home worth HK 3.2m.
949 words, about 5 min