Aviva NDB Insurance Wealth Planners obtain Wayamba University certification in Personal Finance Mana

The first batch of 51 Wealth Planners have successfully completed their Financial Management Course and obtained their Certificate in Personal Finance Management (CPFM) at a ceremony held at the Wayamba University of Sri Lanka recently. The Wealth Planners received their certificates from the Vice Chancellor.

This specially designed course was applied to the curriculum by the Department of Insurance and Valuation of the Faculty of Business Studies and Finance of Wayamba University of Sri Lanka in response to Aviva NDB’s need to further enhance the skills and competencies of the Wealth Planner force of the company.

This certificate course provides an understanding in the areas of 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.

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

Aviva NDB Wealth Planners receive continuous training and upgrading of their skills at the Centre for Excellence – the in-house training. Here the training they receive is modelled on international best practices infusing them with professionalism, integrity and dedication to customer care. Top performers regularly gain exposure to sales and customer care techniques practiced around the world.

Commenting on the achievements of the Wealth Planners, Managing Director, Shah Rouf said: “Our Wealth Planners are the most vital link between the company and our valued 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.”