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Licensing

Financial Planning Practitioner’s Programme

Programme Overview

This programme was developed to address the licensing requirement for those who give investment advice as a financial planner with the guidance and support of Brunei Darussalam Central Bank (BDCB) and Tabung Amanah Pekerja (TAP), to provide 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. BDCB has appointed BILIF to be the official Licensing Programme for the purposes of the licensing requirements under the Securities Markets Order, 2013.

Programme Objectives

  • Demonstrate profound knowledge and understanding of financial planning;
  • Various financial ratios used for financial planning;
  • Cash management and budgeting, time value of money, investment planning, risk management, insurance planning and estate planning; and
  • Establish financial goals and provide solutions and recommendations.

Who Should Attend

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

Programme Schedule

Date Programme
23 – 26 May Theory
30 May Two (2) hours exam
6 – 9 June Phase 2; Skills Training
13 – 14 June Skills Assessment

    Your Investment

    Package Stakeholder Non Stakeholder
    Programme Fee $2,105.00 $2750.00

     

    Download Brochure here

     

    QEFITA

    Programme Overview

    Qualifying Examination For Insurance & Takaful Agents (QEFITA) is a licensing programme organised by BILIF with the support and guidance of Brunei Darussalam Central Bank(BDCB) and the Brunei Insurance Takaful Association (BITA). This programme covers the theoretical study of insurance and takaful as well as the legal and regulatory requirements of Brunei Darussalam and ends with a two-hour examination.

    Programme Objectives

    Upon the completion of the course, participants will be able to:

    • Understand the nature of Insurance/Takaful
    • Understand the importance of Insurance/Takaful in the economy and the role of Insurance/Takaful in assets

    Who Should Attend

    QEFITA is a compulsory entry requirement for all those who intend to be registered as General Insurance/Takaful agents with BITA and those who intend to pursue a career in the Insurance/Takaful Industry.

    Your Investment

    Package Stakeholder Non Stakeholder
    Theory + Exam Fee $230.00 $270.00
    Exam Fee only $150.00 $150.00

     

    Download Brochure Here
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