Job Description (JD)
| Nama Program | Perancangan Kewangan [FB-016-4:2013] |
|---|---|
| Kod CU | FB-016-4:2013-C01 |
| Competency | Core |
| Tajuk CU | FINANCIAL PLANNING CLIENT PROFILING |
| Penerangan CU | The CU title describes the competency in financial planning client profiling. He / she is the person that responsible to identify potential client’s objectives and needs and segregate into groups depending on demographic and risk appetite profile, in order to assist Financial Planner by providing information for instrument matching process. The person who is competent in this competency unit shall be able to analyse client database, carry out client classification, update client information, perform risk profiling, and carry out product matching. The outcome of this competency is to produce personnel who shall be able to segregate potential clients in their respective demographic and risk appetite profile. |
| Tempoh Latihan | 480 |
| Objektif Pembelajaran | This financial planning client’s profiling competency unit is a process of gathering, analysing and segregating potential clients in their respective demographic and risk appetite profile. Upon completion this competency unit, trainees will be able to: • Analyse client’s database • Carry out client’s classification • Update Client’s information • Perform risk profiling • Carry out product matching • Prepare cross selling |
| Pra-Syarat | 0 |