Estate Planning Programme collaboration with MU Advisory, MFPC & Allianz Malaysia

It’s a great honor for MU Advisory partnering with Malaysia Financial Planning Council (MFPC) signed a training service agreement namely; Professional Estate Planning Adviser Programme (PEPAP) with Allianz Life to establish a general framework to promote, to equip agents knowledge on estate planning and commitment to be professionalism; and at the same time putting themselves in the upper hand position to serve their clients better.

This collaboration is significant for the insurance industry, since Allianz Life will be the first insurance company in Malaysia partnering with Malaysian Financial Planning Council (MFPC) and MU Advisory in developing and implementing programmes on estate planning with real case study.

The signing ceremony was held at Allianz HQ on Friday, 12 November 2020 and present by MFPC CEO Mr Vincent Kwo, Allianz Life CEO Joseph Gross, Allianz Life CSO Ong Pin Hean, Deputy CSO Raymond Cheah and MFPC GM, Ms Chung Kar Yin.

Upon the completion of PEPAP; the enrolled agents will be awarded the professional designation; Associate RFP designation to them as they have been equipped with modules on Estate Management after a 42-hour contact programme and will be well versed in the planning of wills, trust and the management of Islamic estate. In addition to that, they will also be exempted from the professional Registered Financial Planner (RFP) M5 Estate Planning examination.

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