Job Description (JD)
| Nama Program | PERKHIDMATAN SOKONGAN PRA-PERANCANGAN KEWANGAN [K661-004-3:2025] |
|---|---|
| Kod CU | K661-004-3:2025-C03 |
| Competency | Core |
| Tajuk CU | Prepare clients’ financial risk profiling. |
| Penerangan CU | Prepare clients’ financial risk profiling to propose financial plan based on the human life value calculation method and client’s needs analysis. The person who is competent in this CU should be able to review clients’ current financial portfolio, calculate client’s financial needs analysis, identify client category and propose client’s risk solution. The outcome of this CU is to match the clients’ risk profiling with appropriate financial product including risk management product, investment product and estate management proposed according to company policy. |
| Tempoh Latihan | 276 |
| Objektif Pembelajaran | The learning outcomes of this competency are to enable the prospect and clients’ risk profiling matched with appropriate financial product including risk management product, investment product and estate management proposed according to financial planning models. Upon completion of this competency unit, trainees should be able to: 1. Review prospects current financial portfolio. 2. Calculate clients’ financial needs analysis. 3. Identify client categories. 4. Propose clients’ risk solution. |
| Pra-Syarat | Tiada. |