Job Description (JD)
| Nama Program | Perancangan Kewangan [FB-016-4:2013] |
|---|---|
| Kod CU | FB-016-4:2013-C02 |
| Competency | Core |
| Tajuk CU | FINANCIAL PLANNING DATA PROCESSING |
| Penerangan CU | The CU title describes the competency in financial planning data processing. He / she is the person that responsible in assisting financial planner to provide information on financial variables, investment return and financial implication to develop and implement financial planning and justification. The person who is competent in this competency unit shall be able to analyse client financial data, financial ratio, variable impact on client financial plan and prepare financial data processing reports. The outcome of this competency shall be able to perform calculation on client financial data and analyse correctly. In accordance to produce prudent client data processing that fulfilled Financial Planning requirement. |
| Tempoh Latihan | 360 |
| Objektif Pembelajaran | This financial planning data processing competency unit is a process of compiling key client data that are important to design, develop and implement financial planning. Upon completion this competency unit, trainees will be able to: • Analyse client financial data • Analyse client financial ratio • Analyse variables impact on client financial plan • Prepare financial data processing reports |
| Pra-Syarat | 0 |