Job Description (JD)
| Nama Program | PENGURUSAN PRA-PERANCANGAN KEWANGAN [K661-004-5:2025] |
|---|---|
| Kod CU | K661-004-5:2025-C03 |
| Competency | Core |
| Tajuk CU | Conduct Approved Client’s Financial Plan Monitoring Process |
| Penerangan CU | Conduct Approved Client’s Financial Plan Monitoring Process describes reviewing and adjusting the plan at regular intervals, such as quarterly or annually, to ensure it remains aligned with the client’s goals, circumstances, and market conditions. The personnel responsible to monitor the various approved financial plans for the clients, such as the cash flow and asset-liability management plan, risk management plan, Zakat and tax plan, investment plan, retirement plan, and estate/legacy plan. The person who is competent in this CU should be able monitor approved cash flow and asset-liability management, approved risk management, approved Zakat and tax, approved investment, approved retirement and approved estate/ legacy plan. The outcome of this CU is a set of revised documents for presentation. These documents are produced for the financial planner’s review and recommendation, and they serve as the basis for the revised risk management, Zakat and tax plan, investment planning report, retirement plans report, and estate/legacy planning report. The input is crucial in this collaborative process. |
| Tempoh Latihan | 160 |
| Objektif Pembelajaran | The learning outcomes of this competency are to enable the trainees to produce a set of revised documents for presentation. These documents are produced for the financial planner’s review and recommendation, and they serve as the basis for the revised risk management, Zakat and tax plan, investment planning report, retirement plans report, and estate/legacy planning report. The input is crucial in this collaborative process. Upon completion of this competency unit, trainees should be able to: 1. Monitor approved cash flow and asset-liability management plan. 2. Monitor approved risk management plan. 3. Monitor approved Zakat and tax plan. 4. Monitor approved investment plan. 5. Monitor approved retirement plan. 6. Monitor approved estate/legacy plan. |
| Pra-Syarat | Not Available |