Job Description (JD)
| Nama Program | PENGURUSAN PRA-PERANCANGAN KEWANGAN [K661-004-5:2025] |
|---|---|
| Kod CU | K661-004-5:2025-C02 |
| Competency | Core |
| Tajuk CU | Design Client’s Financial Plan |
| Penerangan CU | Design Client’s Financial Plan describes process that integrates the client's financial goals, current financial situation, risk tolerance, and future objectives, with expertise playing a crucial role. This showcases the breadth of their expertise. The person who is competent in this CU should be able to develop cash flow and asset-liability management, develop risk management, develop Zakat/ tax develop investment, develop retirement and develop estate/legacy plan. The outcome of this CU includes drafting comprehensive financial plans, such as improvement strategies, risk mitigation strategies, Zakat and tax plans, various investment plan reports, and estate/legacy planning documentations. These plans provide a comprehensive understanding of the tasks involved in the financial planning process. |
| Tempoh Latihan | 320 |
| Objektif Pembelajaran | The learning outcomes of this competency are to enable the trainees to draft comprehensive financial plans, such as improvement strategies, risk mitigation strategies, Zakat and tax plans, various investment plan reports and estate/legacy planning documentations. These plans provide a comprehensive understanding of the tasks involved in the financial planning process. Upon completion of this competency unit, trainees should be able to: 1. Develop cash flow and asset-liability management plan. 2. Develop risk management plan. 3. Develop Zakat/ tax plan. 4. Develop investment plan. 5. Develop retirement plan. 6. Develop estate/legacy plan. |
| Pra-Syarat | Not Available |