FINANCIAL PLANNER – International Certification by American Academy*
Yogyakarta | 01 – 02 Juli 2019 | USD 1,350.-
Bandung/ Jakarta/ Surabaya | 01 – 02 Juli 2019 | USD 1,450.-
Bali/ Batam/ Balikpapan/ Manado | 01 – 02 Juli 2019 | USD 1,550.-
Yogyakarta | 08 – 09 Juli 2019 | USD 1,350.-
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
- 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