Job Description (JD)
Nama Program | Perancangan Kewangan [FB-016-3:2012] |
---|---|
Kod CU | FB-016-3:2012-C02 |
Competency | Core |
Tajuk CU | FINANCIAL PLANNING SALES SUPPORT |
Penerangan CU | Financial Planning Sales Support Preparation is a process of gathering prospect requirement information. The objective of this process is to analyze the potential prospect financial planning requirement within the scope and limitation of the Licensed Financial Adviser to enable for the preparation and compilation of potential client financial requirements portfolio. |
Tempoh Latihan | 535 |
Objektif Pembelajaran | 0 |
Pra-Syarat | 0 |