JOB DESCRIPTION

Job Description (JD)

Nama ProgramPENTADBIRAN PRA-PERANCANGAN KEWANGAN [K661-004-4:2025]
Kod CUK661-004-4:2025-C06
CompetencyCore
Tajuk CUReview Financial Planning Digital Contents.
Penerangan CUReview Financial Planning Digital Contents involves assessing and analysing various digital materials and resources used in financial planning to ensure they are accurate, up-to-date, relevant, and useful for clients. This process is instrumental in creating high-quality content that can significantly impact client education and guidance. This involves a systematic review process to ensure that the digital materials used to communicate and implement a financial strategy are effective, accurate and aligned with client goals and regulatory standards. This alignment is not just important, it's crucial to maintaining compliance and client-centricity in financial planning.

The person who is competent in this CU should be able to assess digital strategy content details, align digital contents details with copywriting framework and revise digital content draft.

The outcome of this CU is that digital content facts, figures, and statements are submitted to the financial planner for further review. The adjusted financial planning digital content is not just expected to be ready for submission, the financial planner’s approval.
Tempoh Latihan60
Objektif PembelajaranThe learning outcomes of this competency are to enable the trainees to submit digital content consist of facts, figures and statements for the financial planners’ further review. The adjusted financial planning digital content is not just expected to be ready for submission but also for the financial planner’s approval.

Upon completion of this competency unit, trainees should be able to:
1. Assess digital strategy content details.
2. Align digital contents details with copywriting framework.
3. Revise digital content draft.
Pra-SyaratNot Available.