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Programmes > Financial Planning Practitioners’ Programme (FPPP)

Financial Planning Practitioners’ Programme (FPPP)

Programme Categories
Licensing

Programme Overview

The Financial Planning Practitioners’ Programme (FPPP) was formulated specifically to address the licensing requirement for financial planners with the guidance and support of BDCB as well as TAP, to cover the minimum knowledge and skills expected of a competent financial planner.

This programme also focuses on the area of Islamic wealth management and financial planning. Emphasis will be more on the Islamic aspects, as part of a comprehensive planning and management of wealth, and how these concepts can be translated into practical applications.

The workshop consists of two parts; theory and skills which will be followed by assessments to ensure the financial planners demonstrate the necessary knowledge and skills required to serve the public effectively. BDCB has appointed BILIF to be the official Licensing Programme for the purposes of the licensing requirements under the Securities Markets Order, 2013.

Programme Objectives

By the end of the programme, participants will be able to:

  • Demonstrate profound knowledge and understanding of financial planning and Islamic financial planning.
  • Understand various financial ratios used for Financial Planning.
  • Identify various needs for consideration in Hajj and Islamic Legacy planning.
  • Cash management and budgeting, Time value of money, Investment planning, Risk management, Insurance planning and estate planning.
  • Establish financial goals and provide solutions and recommendations.

Who is this Programme for?

  • Individuals interested to apply for licensing from BDCB under investment/investment-linked advice;
  • Individuals who are selling investments and/or investment-linked insurances; and
  • Individuals interested to become a financial planner.

Programme Schedule

Date Time
18 – 21 September 2023 Theory
25 September 2023 Two (2) hours Theory Exam
26 September – 2 October 2023 Phase 2: Skills Training
3 – 4 October 2023 Skills Assessment

Your Investment

Package Stakeholder Non Stakeholder
Normal Price $2,200.00 $2,850.00

 

Download Brochure Here

Bookings

Bookings are closed for this event.

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