Training Outlines & Examination Structure

Training Outline

Subject Tuition Hours
Stage 1
Module 1: Regulatory Environment for Banking & Financial Planning  18
Module 2: Investment Products and Markets  18
Module 3: Essentials of Banking and Financial Planning  18
Stage 2
Module 4: Insurance and Retirement Planning  18
Module 5: Tax and Estate Planning  18
Module 6: Fund and Asset Management  18
Module 7: Financial Planning and Management  18

Examination Structure

Examination Format Pass Mark Duration (hours)
Stage 1
M1: Regulatory Environment for Banking and Financial Planning Multiple Choice Questions  70  2.5
M2: Investment Products and Markets Multiple Choice Questions  70  2.5
M3: Essential of Banking and Financial Planning Multiple Choice Questions  70  2.5
Stage 2
M4: Insurance and Retirement Planning Multiple Choice Questions  70  2.5
M5: Investment and Asset Management: Theory and Product Solutions Multiple Choice Questions  70  2.5
M6: Investment and Asset Management: Alternatives and Wealth Solutions Multiple Choice Questions  70  2.5
M7: Financial Planning and Wealth Management (MC) Multiple Choice Questions   70  1.25
M7: Financial Planning and Wealth Management (Case and Oral) Case Study and Oral Presentation 70 1.5 (Case Study)
15 minutes (Oral Presentation)