Job Description (JD)
| Nama Program | PENTADBIRAN PRA-PERANCANGAN KEWANGAN [K661-004-4:2025] |
|---|---|
| Kod CU | K661-004-4:2025-C05 |
| Competency | Core |
| Tajuk CU | Review Market Trends and Regulators Update |
| Penerangan CU | Review Market Trends and Regulators Update is essential to financial planning and investment management. It involves staying informed about the latest developments in the financial markets and regulation changes that could significantly impact investment strategies and financial decisions, making us more aware and prepared. The personnel should be proficient in consolidating market information, such as key economic indicators such as GDP growth, unemployment rates, inflation, interest rates, and consumer confidence. They should also update regulatory requirements and understand how these changes may impact financial planning, investment strategies, and compliance requirements. Importantly, they must compile related industry information, thereby adding significant value to their role. The person who is competent in this CU should be able to consolidate market information, update regulatory requirements and compile related industry information. The outcome of this CU is the market information reports/summaries submitted for the financial planner’s consideration for further review. All relevant information is updated for financial planners, and collected information is compiled for their consideration for further recommendation to clients. |
| Tempoh Latihan | 90 |
| Objektif Pembelajaran | The learning outcomes of this competency are to enable the trainees to submit the market information reports/summaries for the financial planner’s consideration for further review. All relevant information is updated for financial planners and collected information is compiled for their consideration for further recommendation to clients. Upon completion of this competency unit, trainees should be able to: 1. Consolidate market information. 2. Update regulatory requirements. 3. Compile related industry information. |
| Pra-Syarat | Not Available. |