Training Outline
| Subject |
Tuition Hours |
Tutorial Hours |
| Stage 1 |
| Essentials 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: Essentials 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 |
Multiple Choice Questions |
70 |
1.25 |
| M7: Financial Planning and Wealth Management |
Case Study and Oral Presentation |
70 |
1.5 (Case Study)
15 minutes (Oral Presentation) |
