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INSTITUTE OF FINANCIAL PLANNING & UNILAG CONSULT

CERTIFICATE IN FINANCIAL PLANNING – SELF STUDY DISTANCE LEARNING COMPONENT

In response to repeated requests by people living in Lagos and across the country for an alternative mode of study to enable their participation, the distance learning self study component of the Certificate in Financial Planning professional programme will commence on July 4, 2009.

The Certificate in Financial Planning programme is a foundation course in personal financial planning leading to professional certification which commenced its very first Diet in August, 2006 and, successfully completed its 5th Diet in November, 2008.

The 6th Diet is scheduled to start on May 23, 2009 at UNILAG CONSULT, UNILAG.

OBJECTIVES OF THE PROGRAMME
The programme continues to fill a huge financial knowledge gap in the professional and personal lives of a wide spectrum of people who have so far participated in it.

Professionally, participants have utilised the knowledge obtained through participation in the personal financial planning professional programme in offering financial and wealth creation options advisory services to their clients.

Personally, virtually all the participants, till date, attest to how invaluable the entire modules of the programme are, and have significantly assisted them reform and reorganise their personal finances and family estate planning.

Testimonies from some participants of the classroom component:
“A well-thought out, comprehensive course. Not only is the course program educational, it largely provides you with the necessary tools to immediately put into practice what was taught. ...Overall, it is an excellent program for both the beginner and the expert”
Opunimi Akinkugbe,
Banker, Stanbic IBTC Plc
 
“All the courses were very helpful. It opened my eyes to a lot of things I had very sketchy knowledge of”
Debbie Laidi,
Banker, Zenith Bank Plc
 
“The course is good. It improves one’s knowledge on financial
planning and wealth creation”
Felix Odia
StockBroker, Fidelity Finance
 
“As a result of attending this course, I am going to change my lukewarm attitude to investment and try to diversify my portfolios”
Dele Aishida
Project Manager, Peace Haven Nig. Ltd
 
“The course is totally rewarding. Financial planning was very encompassing. As a result of attending this course, I am going to change the structure of my financial plan and improve/build up on advice to clients. I have recently changed my insurance policy because I am better informed. I also use a HP (calculator) more often and exploring the real estate investment option”.
Jane Ndianefo
Banker, Diamond Bank
 
“(What I liked about the modules): the need for early planning; that investments must be planned; the need to manage risk and how to manage it; my retirement is my personal responsibility; the need to plan how one’s estate will be distributed after one’s death.”
Moses Odeli
Engineer, Chevron
 
“Very commendable. Very necessary for every family. I benefitted from all the courses”
Okay C. Ezeobi
Stockbroker, Peak Sec. Ltd.

BENEFITS OF STUDY BY DISTANCE LEARNING

  • The Self-study method will allow you to continue working full-time and not worry about missing class.
  • You will have the flexibility to study in your own time and from home or the office as there are no time-tabled classes to attend.
  • Your lifestyle will not alter as you are able to fit your study time around your daily activities.
  • You will direct your own learning and at your own pace.
  • The cost of commuting to and from classes at UNILAG Consult is taken out, thereby reducing your costs to run the programme.
  • You will be better able to manage your studies with your work and family commitments.
WHY YOU NEED TO ENROL
The global financial crisis as well as investors’ travails in the Nigerian capital market have shown that there is a dearth of professional financial planners whose services are required by individuals for guidance in the investment and wealth creation choices they make.

Enormous opportunities exist for Financial Planning professionals in Nigeria as demand for them is growing especially as their major role is to help individuals solve financial problems and achieve life goals.

MODULES FOR THE SELF STUDY DISTANCE LEARNING COMPONENT

  • Nigerian Financial Environment
  • Income Planning
  • Spending & Cashflow Planning
  • Saving & Investment Planning
  • Risk Management
  • Pensions & Retirement Planning
  • Estate Planning

WHAT YOU WILL GAIN FROM THE PROGRAMME

  • You will learn and understand how to construct your own personal financial statement.
  • You will understand and better appreciate the personal financial planning process.
  • You will be able to evaluate your own or clients’ needs and provide appropriate and responsive customer service.
  • You will learn how to read and extract relevant information from your own or clients’ financial statements for data gathering.
  • You will also learn how to review and analyse information so as to identify basic strengths and weaknesses in your own or a client’s financial situation.
  • You will enhance your verbal and written communication skills
  • You will also enhance your level of professionalism in personal financial planning
  • You will acquire an additional skill of using one financial planning software
  • You will earn the designation of Registered Financial Planner®

Successfully completing this programme will qualify you to proceed to the advanced certificate level in a specialist advisor area that you choose and your eventual eligibility to sit for the Chartered Financial Planner (CFP)™certification examination organised by the Council of Personal Financial Planners Ltd/Gte, the oversight body for the profession in Nigeria.

WHO CAN ENROL
Financial services personnel who have at least a first degree or other equivalent professional qualification such as CIBN, ACCA etc with some years’ work experience. You may also be considered if you have HND with several years of experience in your job function.

PROGRAMME DURATION
Although the self study programme will be at your pace, you have three (3) months, after registration, within which to prepare for examinations.

If you are not able to sit for examinations within that period, you have a final opportunity of another 3-months, with payment of a nominal re-validation fee only, to prepare and sit for the next examinations.

After the second period expires, your registration terminates and you will be required to register afresh to participate in a fresh stream of the self study distance learning programme.

TEXTBOOKS AND SELF STUDY MANUALS
You will be given the recommended textbooks and the self study manuals after you have paid in full to participate in the programme.

You will choose from the option of being forwarded electronic copies (e-copies)or hard copies of the self study manuals .

If you choose to receive the hard copies, you will bear the registered post or courier costs to the address you make available to us to send the manuals.

NOTE: The use of an HP 12c Calculator is compulsory for the programme.

PROGRAMME FEE
The fee for participation is N155,000.00 (One Hundred & Fifty Five Thousand Naira) per stream, which includes the registration fee of N5,000.00 only.

HOW TO ENROL
To enrol, click here to register.

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