Maximising Retirement Savings via the EPF Members Investment Scheme



  • Refresher



  • 5 SIDC CPE points
  • 4 FIMM CPD points


Learning Outcome

  • Identify and match the EPF-MIS to the right target market
  • List down the benefits and best practices of EPF-MIS
  • Recognise appropriate strategies to maximise ones retirement savings via the EPF-MIS
  • Outline the key considerations in analysing clients investment needs and objectives
  • Identify the changing landscape of unit trust consultants and investment advisors


Course Synopsis

The Employees Provident Fund’s Members Investment Scheme (EPF-MIS) was introduced in 1996 and has undergone many changes over the years. The latest is where eligible members can now make an informed investments of unit trust funds offered by EPF-approved Fund Management Institutions (FMIs) through the self-service i-Invest online platform within the i-Akaun (Member) portal.

A key element of the online investment facility is that sales charges are now practically zero as the EPF has enforced a maximum cap of 0.5%. This has changed the investment landscape of unit trust consultants and investment advisors towards a more comprehensive and complete investment and financial planning landscape besides recognising the importance of EPF-MIS in securing a long-term relationship with clients.

This e-learning course will equip unit trust consultants, investment advisors and individual investors with the necessary knowledge to implement strategies to maximise one’s retirement savings via the EPF-MIS.

Course Content

Total learning: 18 lessons / 6 quizzes Time: 1 hour
  • Downloadable Notes  0/1

    • 1.1
  • EPF Members Investment Scheme (EPF-MIS)  0/2

    • 2.1
    • Quiz2.1
  • Benefits of Investing in Unit Trust Funds via the EPF-MIS  0/6

    • 3.1
    • 3.2
    • 3.3
    • 3.4
    • 3.5
    • Quiz3.1
  • Best Practices Investing in Unit Trust Funds via the EPF-MIS  0/6

    • 4.1
    • 4.2
    • 4.3
    • 4.4
    • 4.5
    • Quiz4.1
  • When Not to Consider EPF-MIS  0/5

    • 5.1
    • 5.2
    • 5.3
    • 5.4
    • Quiz5.1
  • Changing Role of Unit Trust Consultants and Investment Advisors  0/3

    • 6.1
    • 6.2
    • Quiz6.1
  • Summative Assessment  0/1

    • Quiz7.1


James Chin

James Chin is an experienced and multi skilled trainer specialized in investments, global markets, talent and human capital management embracing Industry 4.0, sales mastery and motivation. Prior to this, he was a Director at CIMB Private Banking and CIMB Principal Asset Management. He was previously a licensed Capital Market Services Representative (CMSR) holder for fund management from the Securities Commission of Malaysia.  James has been in the financial industry since 1997 within consumer banking, asset management and private banking where he has gained extensive knowledge on the global economic environment and has been exposed to various financial and investment instruments during his tenure in CIMB, ABN Amro, OSK, Prudential and Hong Leong. He has been an investment speaker on the financial circuit in Malaysia since 2003 and has conducted numerous trainings over the years. He won the Public Speaking competition during CIMB Group’s 2013 Regional Trainers Convention in Bali. He is also a HRDF Certified Trainer. His area of expertise includes various investments such as equities, bonds, unit trust and structured products; technological disruption in the financial industry, change management, sales and sales management, building a motivated team and powerful presentation techniques. He obtained his Master of Business Administration (MBA) from Wawasan Open University and is also an Institute of Chartered Secretaries and Administrators (ICSA) graduate.


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  • 5 SIDC CPE points
  • 4 FIMM CPD points