Job Description (JD)
| Nama Program | PENTADBIRAN PRA-PERANCANGAN KEWANGAN [K661-004-4:2025] |
|---|---|
| Kod CU | K661-004-4:2025-C04 |
| Competency | Core |
| Tajuk CU | Coordinate Client’s Balancing and/or Rebalancing Plan |
| Penerangan CU | Coordinate Client’s Balancing and/or Rebalancing Plan is a client-centric process that revolves around managing the client's financial planning structure to ensure it aligns with their unique financial goals and objectives, The personnel should be proficient in reviewing the clients financial planning structure. The person who is competent in this CU should be able to review client’s risk profile, balance and/or rebalance client’s portfolio and document client’s portfolio rebalancing. The outcome of this CU is the interim report submitted to the financial planner based on the client's current financial goals and needs. The adjusted financial plan, crafted with the client's best interests in mind, must be submitted for the financial planner's approval. The revised plan will be sent to the client, ensuring their active participation. |
| Tempoh Latihan | 90 |
| Objektif Pembelajaran | The learning outcomes of this competency are to enable the trainees to submit the interim report to the financial planner based on the client's current financial goals and needs. The adjusted financial plan, crafted with the client's best interests in mind, must be submitted for the financial planner's approval. The revised plan will be sent to the client, to ensure their active participation. Upon completion of this competency unit, trainees should be able to: 1. Review client’s risk profile. 2. Balance and/or rebalance client’s financial planning structure. 3. Document client’s financial planning structure rebalancing. |
| Pra-Syarat | Not Available. |