Embedded Files
Syllabus / Course Content
Topic
CHAPTER 1:
Introduction
Importance of financial planning
Personal financial goals
Time value of money and risk tolerance
CHAPTER 2:
Personal Financial Statement
Balance sheet and financial ratios
Cash flow
Cash budget
CHAPTER 3:
Tax Planning
Importance of tax planning
The income tax act 1967
Computing chargeable income and tax liabilities
CHAPTER 4:
Consumer Credit
Open accounts credit
Consumer loan
CHAPTER 5:
Risk Management and Life Insurance
Risk management
Life insurance planning
Principle of Islamic insurance and Takaful
Other types of insurance
Health and general insurance
CHAPTER 6:
Investment Planning
Basics of investment
Reward and risk for investment
Types of investment
Investment strategies
CHAPTER 7:
Retirement Planning
The importance of retirement planning
Source of retirement funding
EPF
Private Retirement Scheme
JPA/Pension scheme
Personal savings
CHAPTER 8:
Estate Planning
Importance and process of estate planning
Estate planning instruments
Wills
Faraid
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