FINANCIAL PLANNER – International Certification by American Academy

FINANCIAL PLANNER – International Certification by American Academy*

Jadwal Training 2019 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 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.

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 planner and leaders in the financial planning industry.

Prepared to take the certification and examination from AAFM and GAFM

Financial Planner Training 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 Outline

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

Financial Planner Training Methods

Presentation
Discussion
Case Study
Exam

TRAINING TIME & VENUE 2019

Hotel Ibis Malioboro, Yogyakarta
Hotel Santika Kuta,Bali
Hotel Nagoya Plaza, Batam
Hotel Fave, Balikpapan
Hotel Aston, Manado
Hotel Gino Ferucci ,Bandung
Hotel Santika Pandegiling, Surabaya
Hotel Ibis Kemayoran, Jakarta
01 – 03 Juli 2019
08 – 10 Juli 2019
15 – 17 Juli 2019
22 – 24 Juli 2019
29 – 31 Juli 2019
05 – 07 Agustus 2019
13 – 15 Agustus 2019
19 – 21 Agustus 2019
26 – 28 Agustus 2019
02 – 04 September 2019
09 – 11 September 2019
16 – 18 September 2019
23 – 25 September 2019
30 September – 02 Oktober 2019
07 – 09 Oktober 2019
14 – 16 Oktober 2019
21 – 23 Oktober 2019
28 – 30 Oktober 2019
04 – 06 November 2019
11 – 13 November 2019
18 – 20 November 2019
25 – 27 November 2019
02 – 04 Desember 2019
09 – 11 Desember 2019
16 – 18 Desember 2019
23 – 24 Desember 2019
30 – 31 Desember 2019

Investment dan Facilities

Course, Exam & Certification (Non Residential)
USD 1,350.- per participant in Yogyakarta
USD 1,450.- per participant in Bandung, Jakarta and Surabaya
USD 1,550.- per participant in Bali, Batam, Manado and Balikpapan
Handbook and stationary
International Certification (if the participants pass the exam)

Lead Instructor

American Academy Certified Consultant

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FINANCIAL PLANNER – International Certification by American Academy