Training Outlines & Examination Structure

Training Outline

Subject Tuition Hours Tutorial Hours
Stage 1
Essential of Banking and Financial Planning 3  
Investment Products and Markets 3  
Regulatory Environment for Banking and Financial Planning 3  
Stage 2
Financial Planning and Wealth Management 3  
Investment and Asset Management: Alternatives and Wealth Solutions  4  
Investment and Asset Management: Theory and Product Solutions 3  
Insurance and Retirement Planning 3  

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)