Job Description (JD)
| Nama Program | Perancangan Kewangan [FB-016-4:2013] |
|---|---|
| Kod CU | FB-016-4:2013-C03 |
| Competency | Core |
| Tajuk CU | FINANCIAL PLANNING CONSULTATION |
| Penerangan CU | The CU title describes the competency in financial planning consultation. He / she is the person who is responsible in designing financial plan that suit to client’s objective and assist Financial Planner on preparing client financial plan. The person who is competent in this competency unit shall be able to draft financial plan, prepare financial plan presentation, rectify financial plan based on client feedback and finalise financial plan. The outcome of this competency is to draft constructive client financial plan that fulfilled financial planning requirement. |
| Tempoh Latihan | 280 |
| Objektif Pembelajaran | This financial planning consultation competency unit is a process of designing financial plan that suit to client’s objective. Upon completion this competency unit, trainees will be able to: • Draft financial plan • Prepare financial plan presentation • Rectify financial plan based on client feedback • Finalise financial plan |
| Pra-Syarat | 0 |