Caliph Academy

Caliph Academy

Caliph Academy Missions

The Takaful industry in Malaysia has produced To shape the future of young graduates
many successful entrepreneurs since its in Malaysia by becoming professional and
establishment. Therefore, Caliph Group ethical Takaful representatives.
established Caliph Academy to develop and
build professionals in Malaysia’s Takaful industry, To uphold the Takaful industry standard into a
specifically for recent graduates from universities career of choice at par with other professional
and colleges. careers in Malaysia.

Our team at Caliph Academy are determined To provide the highest standards of education,
to guide and coach our students to unleash training and development programmes.
their true potential and be successful Takaful
Professionals.

Our academy programmes and courses are
designed by our experienced team of trainers and
coaches. With our signature 90 days programme,
aspiring young entrepreneurs can discover what
it takes to make their dreams of success a reality.

Caliph Group Our Awards

Founded in 2012, Caliph Group is a Takaful Caliph Group is the number one Takaful agency
agency based in Johor Bahru and is currently among 10 countries in the FWD Group. We were
the fastest-growing Takaful agency in Malaysia. awarded the Elite Team award and the Super Leader
Within a year of its establishment, Caliph Group award back in 2021.
expanded rapidly from 15 agents to 220 active
Takaful agents.

In 2018, the company had eight branches
nationwide with 500 agents, 24 unit managers
and 30 assistant unit managers in Johor, Melaka,
Putrajaya, Pahang, Kedah, Kelantan and Penang.

In 2021, Caliph Group was established as the ALC
(Agency Leader Corporation) of FWD Takaful
Berhad (formerly HSBC Amanah Berhad), with
over 3,200 Takaful agents and made RM63.8
million in business.

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Caliph Academy

Our Team

Caliph Academy is comprised of experts from the Insurance, Banking and Takaful industry. Their knowledge
and dedication to coaching Caliph Academy’s students are foundational aspects of their future entrepreneurial
success.

Mohd Hamzavi Md Zain In 2005, he became the Group Agency Manager
in RHB Unit Trust Management Berhad, and
Chief Executive Officer later the Managing Consultant in MAAKL
Mutual Berhad, MAA Takaful Berhad and MAA
Holds an American Associate Degree, Assurance Berhad.
majoring in Business Administration
(MARA Community College) and In 2014, he became the District Manager in AIA
a Bachelor of Science in Business Public Takaful Berhad, receiving numerous
Administration, with a major in Finance accolades, including the Million Dollar Round
(Northern Arizona University). Table (MDRT), Court of the Table (COT) and Top
of the Table (TOT) award for four consecutive
Began his career at RHB Bank Berhad years.
and later became the Premier Centre
Manager in HSBC Bank Malaysia Berhad, In 2012, he established Caliph Group Agency
organising exclusive events for high net- in Johor Bahru. It then became the Agency
worth clients in the Southern Region. Leader Corporation (ALC) to FWD Takaful
Berhad (formerly known as HSBC Amanah
Takaful Berhad).

He is currently the Group Agency Director of
Caliph Consultancy Group Sdn Bhd.

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Caliph Academy Sin Heng Huei, Hendric

Our Team Manager

Phuah Eng Ying Graduated with a Bachelor’s degree
in Computer Science (Oxford Brookes
Senior Manager University, UK).
In 2000, he was a Web Programmer for
Holds a master’s degree in Business KUB Systems in Selangor.
Administration (Asia E University) and a After 2 years, he became a mortgage
Bachelor’s in Administration (Universiti sales executive for Citibank Berhad,
Kebangsaan Malaysia). Kuala Lumpur.
A certified Chartered Insurance Agency In 2006 he joined HSBC Bank Berhad as a
Manager (CIAM) and a Registered Financial Telebanking Officer in 2006.
Planner (MFPC). In 2010 he worked as a Senior Personal
Joined Zurich Life Insurance Malaysia Berhad Financial Consultant at Hong Leong
in 2001 as an Executive in the Life Training Bank.
Department. In 2011, he became Assistant Manager
Groomed agency leaders at MCIS Insurance at Zurich Insurance Malaysia Berhad,
Berhad and AIA Berhad to achieve Million was involved in recruitment until 2015,
Dollar Agency. and subsequently became Assistant
Upgraded LIAM Balanced Score Card (BSC)’s Manager, Trainer.
image in the insurance and Takaful industry. In 2017, Hendric became a Premier
She is currently the Head of Caliph Academy. Academy Training Partner, Specialist for
AIA Berhad.
Noor Fatihana Ahmad He is currently the Deputy Head of
Academy, Manager in Caliph Academy.
Senior Trainer Of Academy
Nurul Syafiqah Abd Kadir
Graduated with a Bachelor’s (Hons) degree in
Economics (International Islamic University Administration Executive
Malaysia).
Received a Chartered Islamic Finance Holds a Bachelor of Business Administration
Professional (CIFP) certification from INCEIF. (Hons) International Business degree (UiTM
Certified as a training professional (CTP) by Puncak Alam).
Finance Accreditation Agency (FAA) in 2017. After graduating, she joined CIMB Bank
Interned at Eastspring Al-Wara’ Investments Berhad as a Protege Trainee.
Berhad and Sime Darby. Ventured into various areas of operations,
Worked as an Agency Trainer in Prudential including business development, human
Assurance Malaysia Berhad and AIA Berhad. resource management, investment
Worked as a Customer Service Trainer in Great banking, and more.
Eastern Life Assurance. She is currently the Administration
She is currently the Senior Executive at Caliph Executive of Caliph Academy.
Academy.

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Caliph Academy

Caliph’s Programme Overview

Caliph’s Academy conducts a 90 days programme where candidates will broaden their knowledge through
taught courses, discussion groups and seminars, led by experienced Takaful leaders and academy personnel.
At the end of the programme, candidates will earn the Professional Certificate Practitioner in Takaful (PCPIT)
and the Islamic Financial Planner (IFP) certificate.

1st 30 Days: Next 30 Days:

Why & How Learn & Get Certified

Candidates will begin the programme with an During this period, our candidates have a chance
orientation and team building session. They will to practice with real-life scenarios. They will get to
be introduced to the Takaful industry, its potential know all available FWD systems, learn the best social
market in Malaysia, and the Caliph Agency media advertising methods and hear from the best
Management System (CAMS) to excel in the Takaful leaders and agents in Caliph Academy as they share
business. their success stories.

Last 30 Days: Advance

You Are Ready Programme

In this part of our programme, our candidates will In the last part of our programme, our candidates
learn to segment their market to achieve their will participate in essential modules such as Tax
business goals, our high-net-worth clients’ approach Planning, Will and Hibah to prepare them with
and presentation techniques. Candidates will explore adequate knowledge when facing future prospects.
the needs of Takaful for businesses and develop Once completed, they will be recognised as an
their dream of owning their own Takaful agency by Islamic Financial Planner (IFP), one of the most
learning what it takes to be an agency leader. respected titles in the Takaful industry.

Programme Timeline

Summary

Month Orientation Sales Cycle Fundamentals MTA TBE Caliph’s
of Takaful & Exam System
01 Certificate Sharing by
FWD In House
Month Sales Factory Social Media Certificate Leadership Fast Start Appointed
& Business Servicing Programme & Speaker
02 Etiquette FWD System

Month Field Work

03

Month FPAM Islamic Finance Planner (IFP)

04

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Caliph Academy

Caliph’s Programme Overview

Programme Topics 05Fundamental of Sales (FOS)
Sales Cycle
01Orientation (by an external speaker) Prospecting
Pre-approach
Caliph Academy (CA) Induction Programme: Approach
Fact-finding
Welcome to Caliph Academy Discovery agreement
Meeting with the parents Solution design
Team building activities Presentation
Know your personalities Policy delivery
Dream board Service
Entrepreneurship Handling objection
Caliph Academy Program R&R Caliph Group Systems
Sales Factory
02Technical Fundamentals
Takaful 06Personal Development
Definition Social media branding
Model Business etiquette
Takaful vs Insurance
Prohibited elements 07Sharing by In House Appointed Speakers
Human Life Cycle & Basic Certificate Concept Field experience sharing
Life cycle Success stories
Type of plan Testimonials
Terminologies
Concept 08FWD Programme
Basic understanding of medical card Fast start programme
Basic understanding of Investment Linked Products training
Rider FWD systems

03MTA Takaful Basic Examination (TBE) 09FPAM Islamic Financial Planning (IFP)
Self-study 3 modules of Islamic financial planning
Mock exam
Examination

04Entrepreneurship
Your Career with Caliph Group

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Caliph Academy

Training Facilities

To prepare our candidates for the increasingly
challenging and complex business world, Caliph
Academy designed training facilities that simulate
the actual working environment of leading
establishments.

Located in IOI Resort City Putrajaya, our facilities
are equipped with the latest technology to cater
to our candidates’ needs and comfort. We believe
in creating an environment conducive to learning
and development to complement our stellar
programmes.

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Caliph Group (974319-H)

K-1-01, Connection Commercial,
Persiaran IRC 3, IOI Resort City,
62502 Putrajaya

T: +603 8683 2761
E: [email protected]