Job Description (JD)
| Nama Program | PENTADBIRAN PRA-PERANCANGAN KEWANGAN [K661-004-4:2025] |
|---|---|
| Kod CU | K661-004-4:2025-C02 |
| Competency | Core |
| Tajuk CU | Arrange Financial Planning Recommendation |
| Penerangan CU | Arrange Financial Planning Recommendation describes the development of a financial plan presentation draft. This draft, which consists of specific advice or guidelines, serves as a roadmap for the client's financial journey. It aligns with the financial planning components and is tailored to the client’s financial behaviours and needs, providing a clear and comprehensive plan for the client. The personnel should be proficient in performing a financial plan draft, preparing a financial plan presentation format, and reviewing the financial plan based on client feedback. This feedback is not just a formality, but an integral part of the process, ensuring that the plan is tailored to the client's needs. These skills are essential for the successful execution of the financial planning process. The person who is competent in this CU should be able to prepare financial plan draft, prepare financial plan presentation format and execute financial plan draft amendments. The outcome of this CU is the revised financial plan being drafted, which consists of compiling services and product types in the presentation format based on the financial planner’s requirements and approval. |
| Tempoh Latihan | 150 |
| Objektif Pembelajaran | The learning outcomes of this competency are to enable the trainees to draft the revised financial plan, which consists of compiling the services and product types in the presentation format, based on the financial planner’s requirements and approval. Upon completion of this competency unit, trainees should be able to: 1. Prepare financial plan draft. 2. Prepare financial plan presentation format. 3. Execute financial plan draft amendments. |
| Pra-Syarat | Not Available. |