Job Description (JD)
| Nama Program | Perancangan Kewangan [FB-016-5:2013] |
|---|---|
| Kod CU | FB-016-5:2013-C06 |
| Competency | Core |
| Tajuk CU | FINANCIAL PLANNING OPERATIONS MANAGEMENT |
| Penerangan CU | The CU title describes the competency in financial planning operations management. Financial planning operations management is a process of planning, monitoring and ensuring performance standards of operations related to financial advisory work; comprising risk management, portfolio rebalancing and system improvement. He or she, is responsible to provide management support for Director and Financial Planner The person who is competence in this competency unit shall be able to assist on operational matter. The outcome of this competency is to produce outstanding operational management that fulfilled Financial Planning requirement. |
| Tempoh Latihan | 270 |
| Objektif Pembelajaran | This financial planning operation management competency unit is a process of planning, monitoring and ensuring performance standards of operations related to financial advisory work; comprising risk management, portfolio rebalancing and system improvement. Upon completion this competency unit, trainees will be able to :- • Carry out operation planning • Perform resources planning • Perform operational risk management • Perform client’s portfolio balancing and rebalancing • Carry out system improvement |
| Pra-Syarat | 0 |