Financial Planner

Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client’s needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.

Essential Skills and Competencies

PERKESO provides training with daily allowance of up to RM20.

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Knowledge

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