RFP Module 6 study materials
RFP Module 6 study resources

RFP Module 6 study guide

RFP Module 6 · Work through your exam, one topic at a time.

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. It is aimed at candidates who have already progressed through the earlier modules of the RFP or Shariah RFP pathway and now need to complete the final module to finish the professional qualification. MFPC's published material lists the programme's administrative scaffolding - admission and registration, entry requirements and application, modular exemption for the RFP programme, class schedule, examination schedule, examination guidelines and procedures, and examination method (physical and virtual) - but does not enumerate the syllabus, question count, duration, pass mark or fee on the pages retrieved. Topics on this exam: RFP Capstone Programme content (not enumerated in source). The RFP Module 6 study guide has 1 section and about 368 words.

01

RFP Capstone Programme: Integrated Plan Construction

The RFP Capstone domain tests your ability to integrate insurance, investment, tax, retirement, and estate planning into one defensible plan for a case client, and to explain the trade-offs clearly under exam conditions. Begin with the client's goals, constraints, and cash flow, not with a product recommendation. State every projection assumption-inflation, returns, tax, salary growth, mortality-and justify it; an unsupported assumption is a scoring weakness. Keep the plan internally consistent: the net worth statement, cash-flow statement, goal funding, and recommendations must reconcile.

368 words, about 2 min