Trainer for Certified Financial Planner Programme
Requirements
· A bachelor's degree
· Possess a CFP® certification
· Must be ACTA/ACLP qualified
· Sound financial planning knowledge and experience
· Good communication and interpersonal skills
· Good command of investments and security planning, estate planning, tax planning, retirement, insurance planning and cash management planning,
· Experience in financial institutions, investment companies, banks, insurance companies, finance and financial institutions is a plus
· Proficient computer skills, Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel), and instructional software
· Able to mentor, lead students, analyse problems and strategize better solutions
Job Description, Duties
· To conduct the training with course materials the accordance to set course schedule(s) agreed to by the trainer and Company.
· Familiar with instructional materials, teaching platforms, tutorials, instructions, tools and learning resources

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