Jadarat Card (Financial Planning & Advisory)

Jadarat Description

Advise customers of different classes (personal, high net worth, corporate) on suitable in-house financial solutions, based on analyses of their financial needs

Jadarat Type

Technical Competency

jadarat Code

T31

Level 1

Demonstrates basic knowledge and understanding of the customer information and financial documents required to analyse client needs. Has basic awareness of the financial documents analysis tools and techniques and is able to initiate basic financial documents within the context of own job.

Training Programs Related to Jadarat Level

All Training Programs

Exams Related to Jadarat Level

All Exams
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