Certified International Financial Planner (CIFP)
Overview
The Certified International Financial Planner (CIFP) credential is an internationally recognized standard for financial planning. It is designed to help financial planners achieve their career and professional goals. Financial planners learn the fundamentals of building a comprehensive financial plan and are recognized as dedicated professionals with the theoretical and practical knowledge to assist clients, while adhering to high ethical standards.
This blended programme covers key areas such as wealth management, estate planning, and financial planning practice management through six intensive modules led by local and international experts. Topics include:
• Financial Situation Analysis
• Client Relationship Skills
• Risk Management and Insurance Needs
• Investment Products and Markets
• Legal Issues in Financial Planning
• Asset Values and Estate Planning
Approved by the FSC
You can also access the CIFP Brochure HERE for more information
NOTE:
- Discounts available for members of JBA/JIFS, and CAB
- Dates and costs are subject to change without notice
- ALL SESSIONS ARE VIRTUAL.
For further information, please contact:
The Jamaica Institute of Financial Services VM Building, 53 Knutsford Boulevard, Kingston 5, Jamaica
Email:[email protected] Tel:(876) 754-5051-2: Fax 876) 754-5049
Curriculum
- 6 Sections
- 26 Lessons
- 39 Weeks
- Module I- Financial Situation Analysis4
- Module II- Client Relationship Skills5
- Module III- Risk Management & Insurance Needs4
- Module IV- Investment Products and Markets4
- Module V- Legal Issues In Financial Planning5
- Module VI- Asset Values & Estate Planning4
Instructor
