TRAINING FINANCIAL PLANNER

TRAINING FINANCIAL PLANNER

PELATIHAN FINANCIAL PLANNER

TRAINING FINANCIAL PLANNER

 

TRAINING FINANCIAL PLANNER

DESKRIPSI

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 whichnamely, 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.

TUJUAN

* 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

MATERI

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

PESERTA

* 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

METODE

* Presentasi
* Diskusi dan Sharing Pengalaman
* Role Play
* Games

INSTRUKTUR

American Academy Certified Consultant

Jadwal Pelatihan Jakarta Training 2023 :

 

Batch 1 : 03 – 04 Januari 2024 | 16 – 17 Januari 2024 || Batch 2 : 06 – 07 Februari 2024 | 20 – 21 Februari 2024

Batch 2 : 4 – 6 April 2023

Batch 3 : 26 – 28 Juni 2023

Batch 4 : 14 – 16 Agustus 2023

Batch 5 : 10 – 12 Oktober 2023

Batch 6 : 5 – 7 Desember 2023

CatatanJadwal tersebut dapat disesuaikan dengan kebutuhan calon peserta.Training Afe Budget Migas Jakarta Fixed Running

Biaya dan Lokasi Pelatihan : Pelatihan Estimasi Biaya Proyek Afe Di Jakarta

Training Efe Project Pasti Jalan

  • Yogyakarta, Hotel Dafam Malioboro
  • Jakarta, Hotel Amaris Tendean
  • Bandung, Hotel Golden Flower
  • Bali, Hotel Ibis Kuta

Catatan :Biaya diatas belum termasuk akomodasi/penginapan.Training Estimasi Biaya Proyek Afe Jakarta Pasti Running

Investasi Pelatihan Jakarta Training: Pelatihan Efe Project Di Jakarta

  1. Investasi pelatihan selama tiga hari tersebut menyesuaikan dengan jumlah peserta (on call). *Please feel free to contact us.
  2. Apabila perusahaan membutuhkan paket in house training, anggaran investasi pelatihan dapat menyesuaikan dengan anggaran perusahaan.

Fasilitas Pelatihan di Jakarta Training: Training Afe Budget Preparation Skills Of Oil & Gas Projects Di Jakarta Murah

    1. Hotel
    2. Module / Handout
    3. FREE Flashdisk
    4. Sertifikat
    5. FREE Bag or bagpackers (Tas Training)
    6. Training Kit (Dokumentasi photo, Blocknote, ATK, etc)
    7. 2xCoffe Break & 1 Lunch, Dinner
    8. FREE Souvenir Exclusive
    9. Training room full AC and Multimedia

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