| Module 2: Risk Management and Takaful Planning |
| Date & Time of Class |
Section |
Topics |
|
Sat,
12 Jul 08 (9.00 am)
Tue, 15 Jul 08 (6.30 pm)
|
OVERVIEW
OF RISK MANAGEMENT, TAKAFUL AND INSURANCE - 1 |
Introduction to Risk Management
Principles of Takaful & Takaful Business Model
|
|
Sat,
19 Jul 08 (9.00 am)
Tue, 22 Jul 08 (6.30 pm)
|
OVERVIEW
OF RISK MANAGEMENT, TAKAFUL AND INSURANCE - 2 |
Introduction
to Insurance
Insurance products
|
|
Sat,
26 Jul 08 (9.00 am)
Tue, 29 Jul 08 (6.30 pm)
|
INDUSTRY
FRAMEWORK AND GENERAL TAKAFUL - 1 |
Regulatory
and Industry Structure of Insurance and Takaful
Key Differences between Insurance and Takaful
|
|
Sat,
09 Aug 08 (9.00 am)
Tue, 12 Augl 08 (6.30 pm)
|
INDUSTRY
FRAMEWORK AND GENERAL TAKAFUL - 1 |
Islamic
Investment Products
Approaching an Investment
|
|
Sat,
16 Aug 08 (9.00 am)
Tue, 19 Aug 08 (6.30 pm)
|
FAMILY
TAKAFUL PRODUCTS - 1 |
Introduction to Family Takaful
Family Takaful Products
|
|
Sat,
23 Aug 08 (9.00 am)
Tue, 26 Aug 08 (6.30 pm)
|
FAMILY
TAKAFUL PRODUCTS - 2 |
Medical & Health Takaful
Practice of Family Takaful - Claims
|
|
Sat,
18 Oct 08 (9.00 am)
Tue, 21 Oct 08 (6.30 pm)
|
INVESTMENT-LINKED
AND BUSINESS TAKAFUL - 1 |
Investment-Linked Takaful
Introduction to Business Takaful
|
|
Sat,
25 Oct 08 (9.00 am)
Tue, 28 Octl 08 (6.30 pm)
|
INVESTMENT-LINKED
AND BUSINESS TAKAFUL - 2 |
Business Takaful for Sole Proprietor and Partnership
Business Takaful for Company
|
|
Sat, 15 Nov 08 (9.00 am)
Tue, 18 Nov 08 (6.30 pm)
|
TAKAFUL
AGENTS AND TAKAFUL PLANNING - 1 |
Responsibilities of Takaful Agent
Analysis of Clients’ Takaful Needs
|
|
Sat,
22 Nov 08 (9.00 am)
Tue, 25 Nov 08 (6.30 pm)
|
TAKAFUL
AGENTS AND TAKAFUL PLANNING - 2 |
Marketing
and Code of Ethics
Case Studies in Takaful Planning
|
|
Sat,
6 Dec 08 (9.00 am)
|
Revision
class |
|
|
Sat,
13 Dec 2008
|
EXAM
DAY |
10.00
– 12.00 am
(60 multiple-choice questions) |
| Course Title |
Risk
Management and Takaful Planning (IFP
Module 2) |
| Synopsis |
This course is designed to assist candidates
to develop a clear appreciation of the key
concepts of risk management and Takaful planning.
Candidates are provided with knowledge of the
Shariah principles in Takaful, how Takaful
is different from Insurance, various Takaful
products for family and general, application
of Takaful products in financial planning and
business, and professional responsibilities
of Takaful agent. The course prepares the
candidate to be a professional Takaful agent
having firm understanding of his role as financial
planner when giving advice to clients.
Candidates will also be exposed with basic knowledge
of conventional insurance.
|
| Objective |
The objective of this course is to provide
knowledge on risk management from conventional
and Islamic perspective and its relation to
Takaful, and to explain and familiarize with
Takaful and its products and services.
|
| Learning Outcomes |
Upon completion of the course, the participant
is able to:
- Understand the fundamental concept of risk
management
- Understand Takaful business model adopted
by takaful operators
- Understand the insurance concept and its
products
- Understand the main features of general and
family Takaful products
- Analyse case studies in Takaful Planning
- Provide takaful solutions to individual and
business clients
|
