Kualifikasi Gelar
| No | Materi | CMM | CMFC | RPP | RFA | RIFA | RFC |
| 1 | Fundamental of Financial Planning | ||||||
| 2 | Data Gathering Questionnaire & Risk Profiling | ||||||
| 3 | Asset & Needs Calculation (In Islam) | ||||||
| 4 | Shari'ah Methodology | ||||||
| 5 | Framework of Islamic FP | ||||||
| 6 | Personal Financial Ratio | ||||||
| 7 | Cashflow Management | ||||||
| 8 | Debt Management | ||||||
| 9 | Emergency Fund | ||||||
| 10 | Fundamental of Life Insurance | ||||||
| 11 | Fundamental of General Insurance | ||||||
| 12 | Split Dollar & Key Person Insurance | ||||||
| 13 | Buy - Sell Agreement & Disability Income Insurance | ||||||
| 14 | Shari'ah Insurance | ||||||
| 15 | Mutual Fund | ||||||
| 16 | Investment Product | ||||||
| 17 | Stock Analysis | ||||||
| 18 | Bond Analysis | ||||||
| 19 | Simple Asset Allocation | ||||||
| 20 | Financial Statement Analysis | ||||||
| 21 | Portofolio Management | ||||||
| 22 | Advance Product | ||||||
| 23 | Forex & Future | ||||||
| 24 | DPLK, DPPK, Jamsostek | ||||||
| 25 | Investment Guideline and Shari'ah Products | ||||||
| 26 | Syari'ah Contract | ||||||
| 27 | Goal's Planning | ||||||
| 28 | Education Planning | ||||||
| 29 | Retirement Planning | ||||||
| 30 | Fundamental Estate Planning Conventional | ||||||
| 31 | Estate Planning - Wasiat | ||||||
| 32 | Estate Planning - Perjanjian Pisah Harta | ||||||
| 33 | Fara'id (Shari'ah Estate Planning) | ||||||
| 34 | Zakat, Sodaqoh, Infaq, Wakaf | ||||||
| 35 | Trust | ||||||
| 36 | Private Investment Company | ||||||
| 37 | Tax Planning Level I | ||||||
| 38 | Tax Planning Level II | ||||||
| 39 | Plan Structure | ||||||
| 40 | Plan Structure (Syariah) |