DRIVING PROFESSIONAL STANDARDS

DRIVING PROFESSIONAL STANDARDS
2015 MII PROGRAMME DIRECTORY
CERTIFICATION -
BROKERS
This new and improved programme is designed to
equip insurance and takaful brokers with the necessary
knowledge required to carry out their functions as brokers
effectively and professionally. In today’s competitive
business environment, it is essential that insurance and
takaful brokers are able to provide such high level of
service combined with extensive product knowledge and
high commitment to professionalism and ethical standards.
TRAIN
THE TRAINER
This programme is designed to provide new and upcoming
trainers with the fundamental understanding of conducting a
class/training and ensuring high quality and professionalism
in the delivery of training material. Participants will also have
a better understanding of the training techniques and theories
applicable to adult learning and administrative procedures of
the respective RFP courses. In this programme, they will also
gain a “hands-on experience” on conducting RFP classes.
Title
Venue
Who Should
Attend
Key Course
Outline
Participants
Selection Criteria
Assessment
Awarded
Certificate
5.02 Basic Certificate Course in Insurance & Takaful Broking (BCCITB)
Duration Course Methodology Time
6 Days Lectures, Discussions and Case Study 9.00 am to 5.00 pm
The Malaysian Insurance Institute City Centre
Suite 6.0W, 6th Floor, Wisma Sime Darby, Jalan Raja Laut, 50350 Kuala Lumpur, Malaysia.
Insurance and takaful brokers.
Part I: Risk Management Concept and Management
of Risk
Part II: Fundamentals of Shariah
Part III: Basics of Insurance and Takaful
• Introduction to Insurance
• Introduction to Takaful
• Takaful Business and Models
Part IV: Insurance and Takaful Industry
• Legislation and Supervision
• Insurance and Takaful Associations and
Organisations
Part V: Insurance & Takaful Products and Services
• Retakaful and Reinsurance
• General Insurance and Takaful Products
• Life Insurance Products
• Family Takaful Products
• Insurance and Takaful Documentation
• Claims Procedures and Processes
• Minimum requirement SPM
• Written and oral proficiency of the English language
I. Class Attendance
Participants need to attain at least 80% class
attendance to qualify to sit for the examination.
Part VI: Insurance & Takaful Broking
• Introduction to Insurance and Takaful Broking
• Broking Services and Business Processes
Part VII: Takaful Business : Issues & Concerns
Takaful Business : Issues & Concerns
II. Examination
Participants must attain 60% or 25 correct
answers from Conventional Insurance assessment
and 60% or 25 correct answers from Takaful
assessment (both conditions must be satisfied).
Examination format consists of 100 multiple
choice questions.
Upon satisfactory completion of the programme and passing the required assessment, successful participant
will be awarded a certificate in Basic Certificate Course in Insurance and Takaful Broking (BCCITB).
FEES
LOCAL
RM 1,200
INTERNATIONAL
USD 600
Title 5.03 Train the Trainer for Registered Financial Planner (RFP TTT) - Module 1
Venue
Who Should
Attend
Learning
Outcomes
Key Course
Outline
Participants
Selection Criteria
Duration Course Methodology Time
3 Days
Lecture, Group Discussion,
Micro Teaching and Case Study
9.00 am to 5.00 pm
The Malaysian Insurance Institute City Centre
Suite 6.0W, 6th Floor, Wisma Sime Darby, Jalan Raja Laut, 50350 Kuala Lumpur, Malaysia.
Potential RFP trainers
• Able to prepare a session plan
• Able to deliver the course according to session plan
• Able to handle and control trainees confidently
• Able to deliver the course learning objectives to trainees using the text material and training slides provided
• Refresher on the Fundamental Principles of Training:
- What is Training
- Learning Principles
- Methodology
- Delivery
• The coverage of course content and recommendation of reading materials / reference materials
• Preparation and delivery of lectures of the module taught
• Review of text materials, slide presentation and course plan
Module 1 – Fundamentals of Financial Planning
1. Financial Planning Environment, Phenomenon and Process
2. The Regulatory Environment for Financial Planners
3. Ethics and Professionalism
4. Personal Financial Statements
5. Cash Flow Management
6. Time Value of Money
7. The Economic Environment and its Impact on Financial Planning
8. Risk Tolerance
9. Investment Planning
10. Tax Planning
11. Risk Management and Life Insurance Planning
12. Estate Planning Issues, Process, Personalities and Instruments
13. Retirement Planning Tools and Process
• Possess relevant tertiary education or recognised professional qualification with proven knowledge base of
the subject(s)
• Adequate teaching experience with acceptable teaching competence
• Able to asses students assignments, examination, etc
• Able to communicate effectively in lecture and conduct tutorials
• Able to relate to students from different backgrounds
• Has undergone the MII-RFP Course
Assessment I. Class Attendance:
Participants must obtain a minimum of 80%
class attendance
Awarded
Certificate
II.
Examination:
Each module – 75 multiple choice questions
Upon satisfactory completion of the programme and passing the required assessment, successful participants
will be awarded a certificate to certify them as a RFP Trainer.
FEES
LOCAL
RM 900
INTERNATIONAL
USD 500
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