Job Description (JD)
| Nama Program | Perancangan Kewangan [FB-016-4:2013] |
|---|---|
| Kod CU | FB-016-4:2013-C05 |
| Competency | Core |
| Tajuk CU | FINANCIAL PLANNING OPERATION ADMINISTRATION |
| Penerangan CU | The CU title describes the competency Financial planning operation administration. He / she is responsible to provide administrative support for Director and Independent Financial Advisor (IFA), serve as primary contact point for defining financial services and actively promote financial service products where qualified to do so. The person who is competence in this competency unit shall be able to prepare operational data planning, coordinate resource planning, prepare operational risk data, prepare client portfolio data for balancing and rebalancing and prepare system improvement proposal. The outcome of this competency is to produce outstanding operational support personnel that fulfilled Financial Planning requirement. |
| Tempoh Latihan | 430 |
| Objektif Pembelajaran | This financial planning operation administration competency unit is to provide administrative support for Director and Independent Financial Advisor (IFA), serve as primary contact point for defined financial services and actively promote financial service products where qualified to do so. Upon completion this competency unit, trainees will be able to: • Prepare operational data planning • Coordinate resource planning • Prepare operational risk data • Prepare client portfolio data for balancing and rebalancing • Prepare system improvement proposal |
| Pra-Syarat | 0 |