ACARA
02 – 04 Desember 2019 | Rp 6.400.000,- di Hotel Melia Purosani, Yogyakarta
16 – 18 Desember 2019 | Rp 6.400.000,- di Melia Purosani, Yogyakarta – CONFIRMED
Jadwal Training 2019 Selanjutnya …
06 – 08 Januari 2020 | Rp 6.400.000 per peserta di Hotel Melia Purosani, Yogyakarta
Jadwal Training 2020 Selanjutnya …
Financial Planner Training 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 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.
Financial Planner Training 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
Financial Planner Training 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 Training
- Presentation
- Discussion
- Case Study
Hotel Ibis Malioboro ,Yogjakarta
- 25 – 27 November 2019
- 02 – 04 Desember 2019
- 09 – 11 Desember 2019
- 16 – 18 Desember 2019
- 23 – 24 Desember 2019
- 30 – 31 Desember 2019
Hotel Melia Purosani, Yogyakarta
- 6 – 8 Januari 2020
- 13 – 15 Januari 2020
- 20 – 22 Januari 2020
- 27 – 29 Januari 2020
- 3- 5 Februari 2020
- 10 – 12 Februari 2020
- 17 – 19 Februari 2020
- 26 – 28 Februari 2020
- 2 – 4 Maret 2020
- 9 – 11 Maret 2020
- 16 – 18 Maret 2020
- 23 – 24 Maret 2020
- 30 Maret 2020 – 1 April 2020
- 6 – 8 April 2020
- 13 – 15 April 2020
- 20 – 22 April 2020
- 27 – 29 April 2020
- 4 – 6 Mei 2020
- 11 – 13 Mei 2020
- 2 – 4 Juni 2020
- 8 – 10 Juni 2020
- 15 – 17 Juni 2020
- 22 – 24 Juni 2020
- 29 Juni 2020 – 1 Juli 2020
- 6 – 8 Juli 2020
- 13 – 15 Juli 2020
- 20 – 22 Juli 2020
- 27 – 29 Juli 2020
- 3 – 5 Agustus 2020
- 10 – 12 Agustus 2020
- 18 – 19 Agustus 2020
- 24 – 26 Agustus 2020
- 31 Agustus 2020 – 2 September 2020
- 7 – 9 September 2020
- 14 – 16 September 2020
- 21 – 23 September 2020
- 28 – 30 September 2020
- 5 – 7 Oktober 2020
- 12 – 14 Oktober 2020
- 19 – 21 Oktober 2020
- 26 – 28 Oktober 2020
- 2 – 4 November 2020
- 9 – 11 November 2020
- 16 – 18 November 2020
- 23 – 25 November 2020
- 30 November 2020 – 2 Desember 2020
- 7 – 9 Desember 2020
- 14 – 16 Desember 2020
- 21 – 23 Desember 2020
- 28 – 30 Desember 2020
Investasi & Fasilitas Training
- Rp 6.400.000 (Non Residential)
- Quota minimum 2 peserta
- Fasilitas: Certificate, Training kits, Lunch, Coffe Break, Souvenir
- Bagi perusahaan atau instansi yang mengirimkan lebih dari satu peserta dengan judul dan waktu yang sama, maka peserta kedua dan selanjutnya akan dikenakan potongan herga sebesar Rp 1.000.000 (Satu Juta Rupiah)
- Untuk peserta luar kota disediakan transportasi antar-jemput dari Bandara/ Stasiun ke Hotel khusus bagi perusahaan yang mengirimkan minimal 3 orang peserta)
Instruktur Training
American Academy Certified Consultant