CERTIFIED FINANCIAL PLANNER

CERTIFIED FINANCIAL PLANNER

*International Certification by American Academy*

Pelatihan Offline  Rp 7.500.000,- (Umum /Praktisi) Hotel Phoenix, Yogyakarta

Pelatihan Online  Rp 4.000.000,- (Umum /Praktisi)
Minimal 2 orang terdaftar

Ujian Sertifikasi $500 (dengan kurs hari ini)

 

Background

Financial Planning is a field which crosses many different learning areas and integrates knowledge from these learning areas. The curriculum has been designed according to the international curriculum standards as set out by the international body which namely, the American Academy Financial Management and the Global Academy of Finance and Management (GAFM).

 

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners). Financial planning should cover all areas of the client’s financial needs and should result in the achievement of each of the client’s goals as required, and this demands for a professional and reliable consultant in the field.

The AAFM® certification process, administered by GAFM Board, identifies to the public that those individuals who have been authorized to use the AAFM® certification marks in the globe have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. 

The course is enriched with actual financial planning case studies which are aimed  toward the enhancement of participants knowledge and the financial planning insights, and capability to cope with professional certification.

 

Objectives

Upon completing this course, the participants shall benefits of the training such as:

  • Gain a firm grasp of financial planning concepts.
  • Obtain an introduction to the financial planning profession and the practice of personal financial planning by professional planners.
  • Understand time value of money concepts and the calculations to support them.
  • Learn about financial planning and risk management and a working knowledge of risk management/insurance technique
  • Apply financial planning knowledge in an integrated approach to real-life financial planning situations;
  • Advise individuals, families, and small businesses on a variety of complex financial issues;
  • Develop and maintain tailored and comprehensive financial plans;
  • Become informed, competent, and ethical financial planners and leaders in the financial planning industry.
  • Prepared to take the certification and examination from AAFM and GAFM

 

TARGET AUDIENCE

  • Professionals who have worked as a financial advisor or planner
  • Students who want to the option to take classes from anywhere “on the go”
  • People comfortable with technology and those that are highly self-motivated

 

Contents

Module 1: Introduction to Financial Planning

Module 2: Risk Analysis and Insurance Planning

Module 3: Retirement Planning and Employee Benefits

Module 4: : Investment Planning

Module 5: Tax and Estate Planning

Module 6: Advanced Financial Planning

Case Studies 

 

Methods :

Case-based discussions will be conducted with topics related to the subjects of training. Exam exercises and questions evaluation.

  

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Time and Place:

  • 3 Days (2 Days Training, 1 Day Exam)
  • Hotel Phoenix Yogyakarta

 

Investment dan Facilities

  • Pelatihan Offline Rp 7.500.000,- (Umum /Praktisi) 
  • Pelatihan Offline Rp 4.000.000,- (Umum /Praktisi) 
  • Minimal terdaftar 2 orang 
  • Jika melanjutkan sertifikasi ada tambahan biaya pembelian voucer ujian senilai $500 dengan kurs dollar hari ini 
  • Syarat Ujian: Melampirkan CV dan Mengisi Form AA yang disertai Scan KTP
  • Mendapatkan Modul, Training Kits, Try-out, Sertifikat Dari AAPM, Coffe Break 2X, Lunch
  • International Certification (if the participants pass the exam)

 

Lead Instructor

American Academy Certified Consultant 

 

Rundown
No Hari/Tanggal Waktu Materi Tempat
1 Hari I  07.30 – 08.00 Registrasi & Pembukaan Hotel Phoenix, Yogyakarta
08.00 – 10.00 Materi
10.00 – 10.15 Coffee Break
10.15 – 12.00 Materi 
12.00 – 13.00 Ishoma
13.00 – 15.00 Materi
15.00 – 15.15 Coffee Break
15.15 – 16.30 Materi
2 Hari II 08.00 – 10.00 Materi
10.00 – 10.15 Coffee Break
10.15 – 12.00 Materi
12.00 – 13.00 Ishoma
13.00 – 15.00 Materi dan studi kasus
15.00 – 15.15 Coffee Break
15.15 – 16.30 Try Out
3 Hari III 09.00 – Selesai Ujian

 

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Offline Training atau Publik Training Mulai dari Rp. 6.500.000,00 | Online Training Mulai dari Rp. 2.500.000,00

 

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