Certified Financial Planner (CFP) – Confirmed
Acara
16 – 19, 23 – 26 Juli 2013 (8 days) | Rp. 10,000,000 di Kuningan, Jakarta
Course Description Certified Financial Planner ( CFP )
Certified Financial Planner ( CFP ® ) Certification is the recognized standard excellence for financial advisory services such as Financial Planning, Retail Banking, Insurance, Mutual Fund, Estate Planning and Wealth Management. By having the Certified Financial Planner (CFP ®) credential will enhance your professional status among your peers. Your valuable costumers view Certified Financial Planner CFP ® certification as an indication a qualified and trustworthy personal financial planner or financial services professional.
These 6 days Comprehensive Certified Financial Planner CFP ® Exam Preparatory Course is the ideal foundation for participants preparing themselves for the specific requirement of the Certified Financial Planner CFP ® exam. Participants in the program are provided with a variety of study aids which address the essential learning objectives where a participant must understand for exam purposes. Support materials also contain hundreds of theoretical and scenario-based questions and case studies which the participants can use as part exam preparation. This course will be an interactive experience lead by a strong team of highly qualified industry practitioners where you can gain the real world experience in the Financial Industry.
Participants Certified Financial Planner
This Course is designed for participants who are working in the Financial Industry and for those wishing to practice the profession of financial planning and also who wish to master a certain level of theoretical knowledge and practical application in the world of Financial Industry such as in Banking, Insurance, Mutual Fund and Stock Brokerage.
Prerequisites
Certified Financial Planner CFP ® is available for professionals and practitioners with bachelor degree (S1) of any qualification and a minimum 2 (three) years of relevant work experience.
Duration Training Certified Financial Planner
6 days (9:00 AM – 5:00 PM)
Course Outline CFP : Certified Financial Planner
| Module 1: General Principles of Financial Planning (12 hours) | ||
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Financial Planning Concept and Process | |
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Financial Statements | |
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Time Value of Money Concept and Calculation | |
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Cash flow, Debt, and Financing Strategies | |
| Module 2: Risk Management and Insurance Planning (10 hours) | ||
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Fundamental Concept in Risk Management | |
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Principles of Insurance and Legal Principles in Insurance Contract | |
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Life Insurance and Unit Link Insurance | |
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General Insurance and Health Insurance Management | |
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Insurance Need Analysis and Policy Selection | |
| Module 3: Investment Planning (16 hours) | ||
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Fundamentals of Investment and Introduction to Indonesia Stock Exchange | |
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Mutual Funds | |
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Investment in Bonds Or Fixed Income Securities | |
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Derivatives | |
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Asset Allocation and Port Folio Diversification | |
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Equity and Shares Analysis | |
| Module 4: Retirement, Tax, and Estate Planning (12 hours) | ||
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Indonesia’s Financial Institution Pension Fund Scheme | |
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Income Tax Laws Fundamentals | |
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Income Tax Calculation and Fundamentals | |
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Retirement Planning and Analysis | |
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Estate Planning Fundamentals | |
Award Certified Financial Planner
Certification of CFP ® is awarded for those who has attended all the required modules and study hours, passed the 10 hours exam requirements from FPSB, and registered as a member of FPSB. At the end of course the participants will be awarded with a Certificate of Completion from Multimatics and Certificate of Attendance from Informatics.
Training dates Certified Financial Planner
16 – 19, 23 – 26 Juli 2013 (8 days, 09:00 – 05:00)
Venue Certified Financial Planner
AXA Tower, 37th floor, Kuningan City, Jl. Prof. Dr. Satrio Kav.18, Kuningan – Jakarta Selatan
Fees Certified Financial Planner
Rp. 10,000,000 / person (include CFP® study material, 8 days of training, lunch, and beverages)