Joint Fieldwork Checklist Form

 

JOINT FIELDWORK CHECKLIST FORM

(Family Takaful/ Islamic Wealth Management Channels)

Program Overview & Objective

This structured checklist monitors and facilitates the development of newly appointed financial advisors and wealth managers. The agency implements a definitive three-step process combining mindset mastery, observation through senior shadowing, and active execution supported by agency leadership. Supervisors must evaluate both qualitative competencies (Performance) and activity metrics (Productivity) across all three distinct phases.

Supervisor Evaluative Comments & Feedback

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_______________________________ Advisor Signature	________________________________ Supervisor / Agency Leader Signature
Date: __________________________	Date: ___________________________