The financial plan construction process needs to be meticulously considered. A
systematic process to gather raw data, analyse the information, recommend strategies
and eventually implementing the plan is required in order to determine the clients'
hidden and known objectives.
This module builds upon the foundations in financial planning and the knowledge
requirements in Modules 1 to 3 of the CFP Certification Programme to enable the CFP
professional to construct a comprehensive financial plan for a client. Therefore, it is vital
for students to be familiar with all aspects of financial planning which includes risk
management and insurance planning, tax planning, retirement and estate planning,
investment planning as well as the general principles and good practices of financial
planning.
Students must also ensure that they update themselves on the latest changes to the
relevant laws and regulations relating to the different areas of financial planning.
At the end of this module, a student should be able to:
1. Determining the client’s financial status by analysing and evaluating the client's
information.
2. Developing and preparing a client-specific financial plan tailored to meet the
goals and objectives of client, commensurate with client’s value, temperament,
and risk tolerance.
3. Implement and monitor the financial plan

 Programme Details