AVIVA NDB Wealth Planners obtain CPFM from Wayamba

The first batch of 51 'Wealth Planners' obtained the Certificate in Personal Finance Management (CPFM), from the Vice Chancellor of the Wayamba University, Prof. S.J.B.A. Jayasekera at a ceremony at the Wayamba University recently. This specially designed course was introduced to the curriculum by the Department of Insurance and Valuation of the Faculty of Business Studies and Finance of the Wayamba University in response to AVIVA NDB's need to enhance skills and competencies of Wealth Planners in the Company.

This course provides an understanding in the preparation of personal financial statements, personal taxation, risk management, time value of money and investment and retirement planning.

The course contains 60 hours of lectures, a written final examination and a project.

Deputy Managing Director, Upul Wijesinghe said, "This tie-up with the University has created an opportunity for career and professional development where our Wealth Planners have the opportunity to progress by acquiring academic qualifications and expertise. It also ensures that Wealth Planners who design financial solutions for clients are equipped to provide professional financial advice."

Managing Director, Shah Rauf said, "Our Wealth Planners are the vital link between the company and our customers.

They are critical partners in our journey towards success. Their continuous growth and development is of immense importance to us as it translates into expert advice of which the end achievement is happy and satisfied customers".