Job Description (JD)
| Nama Program | Perancangan Kewangan [FB-016-3:2012] |
|---|---|
| Kod CU | FB-016-3:2012-C03 |
| Competency | Core |
| Tajuk CU | FINANCIAL PLANNING CUSTOMER SUPPORT HANDLING |
| Penerangan CU | Financial planning customer support handling is to assist the Licensed Financial Planner to administer and focus on managing client expectation, which include identification of potential existing clients? needs and requirements, categorizing client level of services, updating client information, conducting customer survey and revising customer financial status. |
| Tempoh Latihan | 510 |
| Objektif Pembelajaran | 0 |
| Pra-Syarat | 0 |