Job Description (JD)
| Nama Program | Perancangan Kewangan [FB-016-3:2012] |
|---|---|
| Kod CU | FB-016-3:2012-C01 |
| Competency | Core |
| Tajuk CU | FINANCIAL PLANNING PRE - ASSESSMENT |
| Penerangan CU | Financial Planning Pre-Assessment is an initial process to assess clients / prospect financial needs in order to understand the financial requirements by reviewing client / prospect investment history. The main objective is to determine clients / prospect Financial Planning requirement, which includes Net worth, Cash flow, Risk Profile, Investment horizon, Risk appetite, Taxation and Zakat, within the limitation of local regulatory bodies guidelines. |
| Tempoh Latihan | 725 |
| Objektif Pembelajaran | 0 |
| Pra-Syarat | 0 |