Job Description (JD)
| Nama Program | Perancangan Kewangan [FB-016-4:2013] |
|---|---|
| Kod CU | FB-016-4:2013-C04 |
| Competency | Core |
| Tajuk CU | FINANCIAL PLANNING CLIENT ADMINISTRATION |
| Penerangan CU | The CU title describes the competency in financial planning client administration. He / she is responsible in administering preparation, submission and revision of financial documents to implement proposed plan to client. The person who is competence in this competency unit shall be able to perform service requirement classification, coordinate document for submission to product provider and coordinate document delivery to client. The outcome of this competency is to produce excellence Financial Planning Administrator. |
| Tempoh Latihan | 250 |
| Objektif Pembelajaran | This financial planning client administration competency unit is a process of administering preparation, submission and revision of financial documents to implement plan selected by client. Upon completion this competency unit, trainees will be able to: • Perform service requirement classification • Coordinate document for submission to product provider • Coordinate document delivery to client |
| Pra-Syarat | 0 |