TRAINING CFP CERTIFIED FINANCIAL PLANNER

TRAINING SERTIFIKASI AAFM

TRAINING CASH FLOW MANAGEMENT

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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

Taraget audiences:
* 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

Course Contents and Descriptions

Module  1:  Introduction  to  Financial  Planning  –  This  module  is
comprehensive and offers a complete overview of the financial planning
process. It focuses on a globally accepted six-step financial planning
process:  general  principles  of cash-flow planning, budgeting, legal
aspects of financial planning and acquaints the students with concepts
of  risk management, investments, insurance, retirement solutions, tax
and  estate  planning,  which  are  covered  in  greater detail in the
subsequent five modules.

Module  2: Risk Analysis and Insurance Planning – This module examines
the  principles  of Risk Analysis and Insurance Planning to identify a
client’s   risk  exposure  and  accordingly  select  appropriate  risk
management  techniques.  The  module reviews basic insurance products,
pertaining  to  both  general  and  life  insurance;  analyzes various
insurance  needs,  such  as  medical,  disability,  life  and  general
insurance and finally determines the type and amount of insurance best
suited to the client’s situation and needs.

Module  3:  Retirement  Planning  and  Employee Benefits – This module
assesses  the  significance  of  retirement planning, teaches analysis
techniques,  review of retirement employee benefits (such as EPF, PPF,
Superannuation  Fund  etc.)  and  the  process  to  be  adopted  while
developing  a  retirement  plan.  It  focuses  on  imparting students’
appropriate  skills, enabling them to identify retirement needs of the
client  and recommend appropriate retirement solutions for a happy and
tension-free retired life.

Module  4:  Investment  Planning  –  This  module  trains  students in
understanding  the  client’s  investment  needs  and risk appetite and
providing  suitable solutions aimed at wealth creation. It reviews all
categories  of  investments,  client  evaluation methods, and economic
factors,   risk  and  return  analysis,  valuation  techniques,  asset
allocation  procedures  and  portfolio performance assessment. Various
techniques  and concepts used in portfolio construction and management
are also examined.

Module  5:  Tax  and Estate Planning – This module aims to enhance the
student’s  knowledge  in  the  realm  of  personal  taxation  and  tax
planning,  by  providing  a synopsis of the key tax components. Estate
planning   sub-module   introduces  the  student  to  the  process  of
developing   an   estate   plan,  including  assessment  of  important
techniques  of  estate  planning:  wills,  gifting  schemes, powers of
attorney and joint property ownership.

Module  6:  Advanced Financial Planning – The final module builds upon
the  knowledge  gained  in  the  previous modules and incorporates all
aspects   of   personal  finance  that  are  vital  for  developing  a
comprehensive  financial plan. Students are taught the steps necessary
for  collecting  and  evaluating client data, developing, recommending
and  executing  appropriate  strategies  and  also  important  aspects
related  to  ongoing  monitoring  and  evaluation  of financial plans.
Review of the legal, ethical and regulatory issues affecting financial
planners is also covered.

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

Jadwal pustraindo.com tahun 2020 :

21-23 Januari 2020

18-20 Februari 2020

17-19 Maret 2020

14-16 April 2020

16-18 Juni 2020

14-16 Juli 2020

11-13 Agustus 2020

8-10 September 2020

13-15 Oktober 2020

10-13 November 2020

15-17 Desember 2020

Jadwal tersebut dapat disesuaikan dengan kebutuhan calon peserta

Lokasi Pelatihan pustraindo.com:

  • Yogyakarta, Hotel Dafam Malioboro (7.250.000 IDR / participant)
  • Jakarta, Hotel Amaris Tendean (7.750.000 IDR / participant)
  • Bandung, Hotel Golden Flower (7.750.000 IDR / participant)
  • Bali, Hotel Ibis Kuta (8.500.000 IDR / participant)
  • Lombok, Hotel Jayakarta (8.750.000 IDR / participant)

Investasi Pelatihan tahun 2020 ini :

Investasi pelatihan selama tiga hari tersebut menyesuaikan dengan jumlah peserta (on call). *Please feel free to contact us.

Apabila perusahaan membutuhkan paket in house training, anggaran investasi pelatihan dapat menyesuaikan dengan anggaran perusahaan.

Fasilitas Pelatihan di Diorama untuk Paket Group (Minimal 2 orang peserta dari perusahaan yang sama):

  • FREE Airport pickup service (Gratis Antar jemput Hotel/Bandara)
  • FREE Transportasi Peserta ke tempat pelatihan .
  • Module / Handout
  • FREE Flashdisk
  • Sertifikat
  • FREE Bag or bagpackers (Tas Training)
  • Training Kit (Dokumentasi photo, Blocknote, ATK, etc)
  • 2xCoffe Break & 1 Lunch, Dinner
  • FREE Souvenir Exclusive

Jadwal Pelatihan masih dapat berubah, mohon untuk tidak booking transportasi dan akomodasi sebelum mendapat konfirmasi dari Marketing kami. Segala kerugian yang disebabkan oleh miskomunikasi jadwal tidak mendapatkan kompensasi apapun dari kami.

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