Silabus Lengkap

Topic 1: Concepts of Financial Planning from Shariah Perspectives

  1. Islamic Worldview of Wealth Management and Financial Planning
  2. Key Differences between Conventional & Islamic Financial Planning
  3. Maqasid Shariah and its Application in Financial Planning

Topic 2: Introduction of Financial Planning and Financial Planning Industry

  1. Development of Financial Planning Industry
  2. Key Differences to Conventional Methodologies
  3. Global Licensing Regime
  4. Code of Conduct - Ethical vs. Unethical

Topic 3: Basics of Islamic Financial Planning

  1. Introduction to The Six-Step Process
  2. Scope of Islamic Financial Planning
  3. Role of Islamic Financial Planner

Topic 4: Analyzing Personal Financial Position and Cash Flow Planning

  1. Construct and Establish Personal Financial Statements
  2. Analyze and Review the Personal Financial and Cash Flow Situations to Obtain an Accurate Assessment of the Client's Liquidity, Leverage, and Net Worth
  3. Establish Cash Flow and Debt Management Strategies

Topic 5: Ethical Investing and Wealth Creation

  1. Match Personal Goals with Risk Tolerance and Establishing Investment Criteria
  2. Analyse Current and Establish Desired Asset Allocations
  3. Identify Investment Strategies and Suggestion

Topic 6: Retirement Planning and Education Planning

  1. Establish Financial and Non-Financial Retirement and Education Needs and Expenses
  2. Identify Roadblocks to Retirement and Education Planning
  3. Develop Deferral Strategies and Income Sources to Fund Retirement and Children Education Needs

Topic 7: Islamic Risk Management and Planning

  1. Description of Need for Risk Control and Personal Liability Management in Relation to Life, Health and Disability, Property and Business
  2. Explores the Use of Takaful Solutions in Personal Financial Planning, with an Emphasis on Planning Techniques

Topic 8: Islamic Legacy Planning, Individual Tax Planning and Zakat

  1. Identify Legacy Planning Issues - Wealth Preservation and Distribution
  2. Application of Islamic Estate Planning Methodologies and Tools Personal Financial Planning
  3. Tax Structure for Individuals in Indonesia
  4. Taxable Income and Allowable Deductions
  5. Personal Reliefs and Incentives
  6. Tax Planning Concepts

Topic 9: 'Putting it All Together'

  1. Establish an Effective Personal Financial Plan
  2. Determine the Critical Components of a Financial Plan
  3. Identify the Procedures That Are Appropriate for Preparing the Financial Plan
  4. Presentation
  5. IBFIM assessment preparation

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