financial planning 18 november - bilif
TRANSCRIPT
Programme Overview
Module 1: Introduction to Financial Planning
Module 2: Financial Statements and Financial Ratio Analysis
Module 3: Cash Management and Budgeting
Module 4: Time Value of Money
Module 5: Risk Management and Insurance Planning
Module 6: Investment Products and Investment Planning
Module 7: Unit Trusts
Module 8: Retirement Planning
Module 9: Estate Planning
Module 10: Code of Ethics and Regulatory Controls & Practices
Financial Planning
Practitioners’ Programme
18 November —
3 December 2019
Programme Overview
Financial planning is a fast growing field under the financial sector all over the
world and our country is now seeing a spurt in growth of financial planning
activities. There has also been an emergence of financial planners in the country
with a myriad of titles and qualifications, which may make it difficult for the public
to discern which qualification is more acceptable.
AMBD has appointed CIBFM to be the official Licensing Examination for the
purposes of the licensing requirements under the Securities Markets Order, 2013.
Thus, the Financial Planning Practitioners’ Programme (FPPP) was formulated
specifically to address the licensing requirement for financial planners with the
guidance and support of AMBD as well as TAP, to cover the minimum knowledge
and skills expected of a competent financial planner. The workshop consists of
two parts; theory and skills which will be followed by assessments to ensure the
financial planners demonstrate the necessary knowledge and skills required to
serve the public effectively.
Who should attend?
• Individuals interested to apply for licensing from AMBD under investment/
investment-linked advice
• Individuals who are selling investments and/or investment-linked insurances
• Individuals interested to become a financial planner.
Programme Leader
Wan Ching began her career in a manufacturing company where she successfully
developed, implemented and obtained a number of product and quality
management system certifications including the internationally recognised ISO
9002. Since then she moved on to various international and local financial
institutions in areas of insurance, investment, banking, sales, sales management
and training. Wan Ching believes in continuous self-development and has obtained
various certifications.
She is a Certified Financial Planner registered with the Financial Planning
Association of Singapore. She is also an Accredited Training Professional,
Certified NLP Master Practitioner, Certified Coach Practitioner, and Six Seconds
EQ Certified Practitioner.
Wan Ching has a wealth of experience in providing training specialising in the
areas of insurance, investment, financial planning, customer service, sales, sales
coaching and management, presentation, leadership and many other soft skills.
Her workshops are known to be highly active, mind-set changing and experiential.
Programme Schedule
Dates Programme
18—21 November Theory
25 September 2-hour written exam
27—29 November Phase 2 - Application Training
2—3 December Skills Assessment & Knowledge Application
Please Register here:
1 Name
Position
Department
Telephone
2 Name
Position
Department
Telephone
3 Name
Position
Department
Telephone
Approved by:
Signature
Name
Position
Department
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PROGRAMME FEES
IMPORTANT NOTE
Stakeholders are participants from MOFE, AMBD
and all domestic banks in Brunei Darussalam.
TERMS AND CONDITIONS
• The programme fee is inclusive of workshop
material(s), refreshment, lunch, exam fees and
a certificate (upon passing the examination).
• Payment must be made upon receipt of invoice
issued by CIBFM.
• CIBFM operates a strict NO CANCELLATION
POLICY once the receipt of registration has
been issued to the individual or organisation.
However, CIBFM will welcome and accept
replacements.
• CIBFM reserves the right to amend, change or
cancel the programme at any given time. We
will immediately notify participants and
organisations if any such changes are to be
made.
Please email your completed form to
31 October 2019
Financial Planning Practitioner’s
Programme
Stakeholders Non-Stakeholders
$ 2,105.00 $ 2,750.00
