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

 

Program Prerequisites
Candidates for the Certified International Financial Planner Program must fulfil the following requirement:

 

  • Candidates must have basic knowledge in Computer Skills, Mathematics, Principles of Accounting and General Economics.

  • Candidates must have a minimum of a College Degree or seven or more years in the financial services industry.

 

Course Duration - 6 months

Course Costs - Full course cost - $4,550
(Includes course material, lectures and examination)

 

 

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