Job Description (JD)
| Nama Program | Perancangan Kewangan [FB-016-5:2013] |
|---|---|
| Kod CU | FB-016-5:2013-C03 |
| Competency | Core |
| Tajuk CU | FINANCIAL PLANNING COVENANT MANAGEMENT |
| Penerangan CU | The CU title describes the competency in financial planning covenant management. He or she, is responsible in defining the relationship of each client based on client profile, availability of relevant product and the overall value of the transaction to both parties in order to assist Financial Planner on managing client financial plan and instruments. The person who is competence in this competency unit shall be able to perform data verification, perform client profiling revision, perform financial revision, evaluate client financial plan status and finalise proposed financial plan. The outcome of this competency is to produce excellence client covenant management that fulfilled Financial Planning requirement. |
| Tempoh Latihan | 330 |
| Objektif Pembelajaran | This financial planning covenant management competency unit is a process of defining the relationship of each client based on client profile, availability of relevant product and the overall value of the transaction to both parties. Upon completion this competency unit, trainees will be able to :- • Perform data verification • Perform client profiling revision • Perform financial plan revision • Evaluate client financial plan status • Finalise proposed financial plan |
| Pra-Syarat | 0 |