The programme provides an overview of the financial planning process, including communication techniques, ethics, risk tolerance, time-value-of-money, concepts and financial planning applications. It also offers an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision making.
- Funded Under IBF Standards Training Scheme (IBF-STS)
ChFC01/DPFP01 - Financial Planning: Process and Environment has been accredited under the IBF Standards and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Available for a period, this funding is applicable only for the first assessment attempt and candidates may be non-company sponsored or company-sponsored.
Duration:
21 Hours
Date(s):
Tutorial Dates: 18 Oct 2022, 22 Oct 2022, 24 Oct 2022 [Examination Date & Time: 12 Nov 2022, (9.00am to 11.00am / 11.30am to 1.30pm)]
Time:
Tutorial Dates: 18 Oct 2022, 22 Oct 2022, 24 Oct 2022 [Examination Date & Time: 12 Nov 2022, (9.00am to 11.00am / 11.30am to 1.30pm)]
Venue:
SCI Online Global Classroom
CPD Hours:
21 CPD hours and an additional 2 CPD hours for the relevant examination passed
Closing Date:
Registration will close once all available places have been filled.
