JOB DESCRIPTION

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Job Description (JD)

Nama ProgramPERKHIDMATAN SOKONGAN PRA-PERANCANGAN KEWANGAN [K661-004-3:2025]
Kod CUK661-004-3:2025-C04
CompetencyCore
Tajuk CUPrepare client's cash flow statement.
Penerangan CUPrepare client’s cash flow statement based on gross income, personal expenses, family expenses, personal savings and financial commitments is identified.

The person who is competent in this CU should be able to identify client’s current cash flow information, categorise client’s financial behaviour and revise client’s cash flow statement.

The outcome of this CU is client’s cash flow and financial behaviour details maintained according to database system.
Tempoh Latihan460
Objektif PembelajaranThe learning outcomes of this competency will enable clients’ cash flow and financial behaviour details maintained according to clients’ financial profiling.

Upon completion of this competency unit, trainees should be able to:
1. Identify client current cash flow information.
2. Categorise client's financial behaviour.
3. Revise client's cash flow statement.
Pra-SyaratTiada.