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BNPoint

Master Financial Planning Through Our Structured Learning Pathway

Build expertise progressively through our comprehensive curriculum designed for the Vietnamese market, combining theoretical knowledge with practical application.

Your Learning Journey

Our curriculum follows a carefully structured progression that takes you from fundamental concepts to advanced financial planning strategies. Each module builds upon previous knowledge, creating a solid foundation for practical application in Vietnam's financial landscape.

You'll develop critical thinking skills, learn regulatory frameworks specific to Vietnam, and gain hands-on experience with real-world scenarios that professionals face daily in Ho Chi Minh City's dynamic financial sector.

  • 1
    Foundation Building
    Core financial principles and Vietnamese market context
  • 2
    Analytical Development
    Risk assessment and portfolio analysis techniques
  • 3
    Strategic Application
    Advanced planning strategies and client management
  • 4
    Professional Practice
    Real-world implementation and continuous improvement

Progressive Module Structure

Each module is designed to build upon the previous one, ensuring comprehensive skill development through practical exercises and real-world applications.

1

Financial Fundamentals & Market Context

4 weeks

Begin with essential financial concepts, Vietnamese regulatory environment, and market dynamics. This foundation module covers basic investment principles, economic indicators, and how Vietnam's financial sector operates within the broader Asian economy.

Understand Vietnamese financial regulations and compliance requirements

Analyze economic indicators and their impact on personal finance decisions

Apply basic investment principles to local market conditions

2

Risk Assessment & Portfolio Theory

4 weeks

Develop analytical skills for evaluating investment risks and constructing balanced portfolios. Learn modern portfolio theory applications, risk tolerance assessment methods, and diversification strategies suitable for Vietnamese investors.

Master risk evaluation techniques for various asset classes

Create diversified portfolios aligned with client risk profiles

Implement hedging strategies for currency and market volatility

3

Advanced Planning & Client Relations

4 weeks

Focus on sophisticated planning strategies, client communication skills, and professional practice standards. This capstone module integrates all previous learning through comprehensive case studies and client simulation exercises.

Develop comprehensive financial plans for complex client situations

Master professional communication and presentation techniques

Navigate ethical considerations and professional standards

Assessment & Skill Validation

Our multi-faceted assessment approach ensures you not only learn concepts but can apply them effectively in professional settings.

Practical Case Analysis

Work through real-world financial planning scenarios based on actual Vietnamese market conditions. These comprehensive cases test your ability to synthesize learning across all modules.

  • Multi-generational family financial planning
  • Business succession planning for SMEs
  • Cross-border investment strategies
  • Retirement planning with pension reforms

Progressive Skill Demonstrations

Show your growing expertise through hands-on demonstrations that mirror professional practice. Each assessment builds confidence while validating specific competencies.

  • Client consultation role-plays
  • Portfolio presentation workshops
  • Risk assessment simulations
  • Regulatory compliance exercises

Comprehensive Knowledge Reviews

Regular knowledge checks ensure solid understanding of key concepts. These aren't just tests – they're learning opportunities that reinforce important principles.

  • Module completion assessments
  • Peer review exercises
  • Self-evaluation tools
  • Professional standard benchmarks

Learn from Industry Professionals

Senior Financial Advisor

Michael Chen

Senior Financial Advisor

Fifteen years experience in Vietnam's financial sector, specializing in portfolio management and risk assessment for high-net-worth clients.

Investment Strategy Specialist

Sarah Nguyen

Investment Strategy Specialist

Former investment banker with deep expertise in Asian markets, now focused on education and professional development in financial planning.

Regulatory Affairs Expert

David Park

Regulatory Affairs Expert

Comprehensive knowledge of Vietnamese financial regulations, helping students navigate compliance requirements and professional standards.

Client Relations Director

Lisa Tran

Client Relations Director

Expert in building long-term client relationships and communication strategies, with extensive experience in the Ho Chi Minh City market.

Ready to Begin Your Learning Journey?

Join our next cohort starting in July 2025 and develop the skills that will advance your career in financial planning.

View Upcoming Courses