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Financial Planning Practitioners’ Programme


Financial planning is a fast growing field under the financial sector 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.

AMBD has appointed CIBFM to be the official Licensing Examination for the purposes of the licensing requirements under the Securities Markets Order, 2013.

Thus, the Financial Planning Practitioners’ Programme (FPPP) was formulated specifically to address the licensing requirement for financial planners with the guidance and support of 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.


Dates Schedule
1-3 August 2016 (3 Days) Theory
8-10 August 2016 (3 Days)
12  August 2016 (9:00 AM) 2-hour writtern exam
15-19 & 22 August 2016 Phase 2: Skills Training
23-24 August 2016 (2 Days) Skills assessment & knowledge application
(as per time-table to be drawn up later)

Your Investment in this programme is:

  • * Stakeholders: B$2,105 participant
  • Non-stakeholders: B$2,750 per participant

* Stakeholders are participants from MOF, AMBD and all domestic banks in Brunei Darussalam

Who Should Attend

  • All interested to apply for licensing from AMBD under investment/investment-linked advice
  • Staff who are selling investments and/or investment-linked insurances
  • All who are interested to become a financial planner

Course Contents

  • 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
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