Job Description (JD)
| Nama Program | PENGURUSAN PRA-PERANCANGAN KEWANGAN [K661-004-5:2025] |
|---|---|
| Kod CU | K661-004-5:2025-C01 |
| Competency | Core |
| Tajuk CU | Perform Client’s Data Evaluation |
| Penerangan CU | Perform Client’s Data Evaluation describes review and analyse various aspects of the client’s financial and personal information with utmost accuracy. This is crucial in providing reliable and effective financial advice, instilling confidence in clients. The person who is competent in this CU should be able to carry out client’s data verification, carry out client’s profiling revision and evaluate the client’s financial plan status. The outcome of this CU is arranging supporting documents and updating relevant information (internal or external) for the financial planner’s review and recommendation, comparing services/products according to the client’s financial goals and objectives, and finalizing the financial solution report. This report, based on the thorough evaluation, will have a significant impact on the client’s financial decisions and future. |
| Tempoh Latihan | 160 |
| Objektif Pembelajaran | The learning outcomes of this competency are to enable the trainees to arrange supporting documents and updating relevant information (internal or external) for the financial planner’s review and recommendation. He/she also will be competent in comparing services/products as well as finalizing the financial solution report according to the client’s financial goals and objectives. Upon completion of this competency unit, trainees should be able to: 1. Carry out client’s data verification. 2. Carry out client’s profiling revision. 3. Evaluate client’s financial plan status. 4. Evaluate financial data/ solution processing report. |
| Pra-Syarat | Not Available |