Job Description (JD)
| Nama Program | PERKHIDMATAN SOKONGAN PRA-PERANCANGAN KEWANGAN [K661-004-3:2025] |
|---|---|
| Kod CU | K661-004-3:2025-C05 |
| Competency | Core |
| Tajuk CU | Prepare client’s net worth statement. |
| Penerangan CU | Prepare client’s net worth statement describes as total assets, total liabilities and the net worth determined according to clients’ profile. The person who is competent in this CU should be able to identify client’s asset, liability and net worth information, revise client’s net worth statements and update client’s net worth database. The outcome of this CU has computed clients’ net worth and segregated into categories according to clients’ financial ratio. |
| Tempoh Latihan | 460 |
| Objektif Pembelajaran | The learning outcomes of this competency are to enable clients’ net worth computed and segregated into categories according to clients’ financial portfolio. Upon completion of this competency unit, trainees should be able to: 1. Identify client’s asset, liability and net worth information. 2. Revise client’s net worth statement. 3. Update client’s net worth database. |
| Pra-Syarat | Tiada. |