Job Description (JD)
| Nama Program | PENTADBIRAN PRA-PERANCANGAN KEWANGAN [K661-004-4:2025] |
|---|---|
| Kod CU | K661-004-4:2025-C01 |
| Competency | Core |
| Tajuk CU | Perform Client’s Fact Finding |
| Penerangan CU | Perform Client’s Fact Finding describes the steps to gather pertinent client’s information for financial planning construction. The fact finding must include financial and non-financial data of the clients. In addition, fact finding must also involve various analysis such as financial situation, comparison between all products and services to come-out with personalized financial data processing reports. The person who is competent in this CU should be able to analyse client’s data, update client’s classification, execute financial services/products matching as well as prepare financial data/ solution processing report. The outcome of this CU is the comprehensive final draft of financial data report being produced consists of client’s data analysis, variables impact report for financial plan calibration along with appropriate products and services. |
| Tempoh Latihan | 90 |
| Objektif Pembelajaran | The learning outcomes of this competency are to enable the trainees to produce comprehensive final draft of financial data report which consists of client’s data analysis, variables impact report for financial plan calibration along with appropriate products and services. Upon completion of this competency unit, trainees should be able to: 1. Analyse client’s data. 2. Update client’s classification. 3. Execute financial services/ products matching. 4. Prepare financial data/ solution processing report. |
| Pra-Syarat | Not Available. |