Job Description (JD)
| Nama Program | Perancangan Kewangan [FB-016-5:2013] |
|---|---|
| Kod CU | FB-016-5:2013-C01 |
| Competency | Core |
| Tajuk CU | FINANCIAL PLANNING CLIENT MANAGEMENT |
| Penerangan CU | The CU title describes the competency in financial planning client management. He / she is responsible to establish client service parameters, manage the portfolio while balancing the risk in order to assist Financial Planner in administering client’s service parameters. The person who is competent in this competency unit shall be able to carry out client services parameter, coordinate investment portfolio management, carry out financial planning risk review, coordinate tax planning, perform Zakat computation and coordinate estate planning. The outcome of this competency is to produce prudent client management that fulfilled Financial Planning requirement. |
| Tempoh Latihan | 410 |
| Objektif Pembelajaran | This financial planning client management competency unit is a process of establishing client service parameters, managing the portfolio while balancing the risk. Upon completion this competency unit, trainees will be able to:- • Carry out client’s services parameter • Coordinate investment portfolio management • Carry out financial planning risk revision • Coordinate tax planning • Perform zakat computation • Coordinate estate planning |
| Pra-Syarat | 0 |