On course for success

Accelerated Financial Planning Practitioners’ Programme


5 – 8 October 2017

Deadline for Registration

18th September 2017

Participation Fee

(per participant)
(per participant)
Theory & Skills Training B$ 1,800 B$ 2,300
Theory Only B$ 1,000 B$ 1,300

* Stakeholders are AMBD and all domestic banks in Brunei Darussalam


Financial Planning Practitioners’ Programme is a licensing examination for Financial Planners in Negara Brunei Darussalam. Financial planning is a fast growing field under the financial ssector all over the world and our country is now seeing a spurt in growth of financial planning activities. There has also been an emergence of financial planners in the country with a myriad of titles and qualifications, which may make it difficult for the public to discern which qualification is more acceptable.

Thus, CIBFM is organising this programme, guided and supported by AMBD as well as TAP, to cover the minimum knowledge and skills expected of a competent financial planner. The workshop consists of two parts; theory and skills, which will be followed by assessments to ensure the financial planners, demonstrate the necessary knowledge and skills required to serve the public effectively.

Course Content

  • Module 1: Introduction to Financial Planning
  • Module 2: Financial Statements and financial Ratio Analysis
  • Module 3: Cash Management and Budgeting
  • Module 4: Time Value of Money
  • Module 5: Risk Management and Insurance Planning
  • Module 6: Investment Products and Investment Planning
  • Module 7: Unit Trusts
  • Module 8: Retirement Planning
  • Module 9: Estate Planning
  • Module 10: Code of Ethics and Regulatory Controls & Practices

Who Should Attend

  • Holders of Professional Qualification (eg CFP, CIFP, ChFC)
  • In-house trained Financial Planners with at least 5 years’ financial planning experience


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