The CIFP programme was designed by Keith Checkley & Associates of London, UK, in partnership with the Jamaica Institute of Financial Services and close consultation from the financial services industry, to help financial institutions develop and certify competency levels for professional risk managers. 

The programme is accredited by the Chartered Banker Institute, Scotland, UK (the oldest Banking Institute in the world), approved by the Financial Services Commission (Jamaica) and is endorsed by the Caribbean Association of Banks. 

The Certified International Financial Planner Programme is an international designation that represents the highest standard of excellence in Financial Planning. Financial Planners adhere to high ethical standards and have the theoretical and practical knowledge to assist clients in creating a plan that's tailored to their unique financial situation. 

The CIFP Programme utilizes blended learning and covers six (6) modules of intensive training delivered via a combination of eLearning and online interactive lectures. These modules are delivered by local and international lecturers who are seasoned professionals in their respective fields.

The modules contained in this programme are:

Module I

Financial Situation Analysis

• Know Your Customer (KYC)
• Evaluating the Client’s Current Financial Situation
• Constructing the Personal Financial Profile of the Client
• Forecasting the Personal Financial Situation of the Client

Module II

Client Relationship Skills

• The Communication Process
• Personality Types and their impact on Communication Behaviour
• Cultural Issues in Communication
• Client Advisory and Relationship Models
• Building Trust and Business Ethics

Module III

Risk Management And Insurance Needs

• Risk Exposure and Mitigates/Protection
• Risk Management over Time
• Personal Risk Insurance-Business Risk/Occupational Risks
• Property Risk and Mortgage Products

Module IV

Investment Products And Markets

• Time Value of Money
• Savings and Investment Products
• The Fundamentals of Portfolio Management
• Client-Specific Investment Strategies – linking to products

Module V

Legal Issues In Financial Planning

• Legal and Judicial System
• Taxation Policies
• Investment Business Regulations
• Products and Services
• Policies, Procedures and Business Practices

Module VI

Asset Values And Estate Planning

• Writing a Will
• Pension Planning/Requirements
• Planning for Value-Review of Valuation Concepts and Techniques
• Valuation of Personal Assets – Developing the Estate Plan

Full course cost - US $4,500 +gct (Includes course materials, lectures, and examination) 

Payment Plans are available.