THE BAHAMAS INSTITUTEOF FINANCIAL SERVICES

This internationally accredited programme is designed to help financial services institutions develop and certify competency levels for a group of professional financial planners. They will be capable of giving sound financial advice that meets the expectations of their clients, inspiring confidence in them and building stronger customer relationships for the mutual benefit of the client and the financial institution.

It also allows individual employees to earn a career-based diploma that recognizes their aptitude and professional competence in giving financial advice.

 

• To develop financial needs analysis skills and relationship management in order to construct an accurate Financial Profile of the client that the client understands and accepts

• To develop an optimal Financial Plan consistent with the client's goals and personal risk profile

 

Assessment

Candidates in this programme will be certified after completing a 2,000-word assignment and a 120-minute multiple-choice exam. The candidate will then be issued a Certified International Financial Planner (CIFP).

 

Program Prerequisites

Candidates for the Certified International Wealth Manager Programme must fulfil the following requirements:

 

• Candidates must have knowledge of accounting, college mathematics, economics, banking & finance, and computer skills.

• Candidates must have a minimum of a college degree and/or 7 years plus job experience in financial services.

• Tuition: $4,500 plus a $50 registration fee. Payment plans are available

• Duration: 6 months | Learning Platform: ZOOM

• Days: Saturdays