Certified Financial Planner (CFP)
Jakarta | 8 – 10, 16 – 18 October 2013 (6 days) | Rp. 10,000,000
Jakarta | 9 Nov – 14 Dec (Every Saturdays, 6 weeks) | Rp. 10,000,000
Jakarta | 12 – 14, 19 – 21 November 2013 (6 days) | Rp. 10,000,000
Jakarta | 10 – 12, 17 – 19 December 2013 (6 days) | Rp. 10,000,000
Indonesia’s financial industries has finally gearing up to face up the competition and the opportunities that will arise from the implementation of ASEAN Economic Community (AEC) in 2015 and to maximise the potential of the rising middle class of Indonesian Society. To name some of Indonesian corporations that have included CFP® Professionals in their work forces are: Bank Mandiri, Bank Mandiri Syariah, Standard Chartered Bank, Commonwealth Bank, PT. Prudential Life Insurance, Manulife Indonesia, and many more from various Banks, Asset Management companies, life insurance companies, and Investment advisors companies.
What is CFP® Certification? According to Financial Planning Association (FPA) Australia, CFP® Certification is the highest level of certification that a professional financial planner can achieve.
We as an Authorised CFP® Certification Exam Preparation Training Provider is again conducting CFP® Certification Class for general public. We stands out from other provider by being a non-academic Training Provider therefore participants are trained by active practitioners and fellow CFP® Professionals.
Comprehensive CFP® Exam Preparatory Course is the ideal foundation for participants preparing themselves for the specific requirement of the CFP® exam. Participants of the program are provided with a variety of study aids which address the essential learning objectives which participants must understand for exam purposes. Support materials also contain 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.
Who Should Attend
This Course is designed for experienced participants who are working in the Financial Industry 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.
|Module 1: General Principles of Financial Planning (12 hours)|
||Financial Planning Concept and Process|
||Time Value of Money Concept and Calculation|
||Cash flow, Debt, and Financing Strategies|
|Module 2: Risk Management and Insurance Planning (10 hours)|
||Fundamental Concept in Risk Management|
||Principles of Insurance and Legal Principles in Insurance Contract|
||Life Insurance and Unit Link Insurance|
||General Insurance and Health Insurance Management|
||Insurance Need Analysis and Policy Selection|
|Module 3: Investment Planning (16 hours)|
||Fundamentals of Investment and Introduction to Indonesia Stock Exchange|
||Investment in Bonds Or Fixed Income Securities|
||Asset Allocation and Port Folio Diversification|
||Equity and Shares Analysis|
|Module 4: Retirement, Tax, and Estate Planning (12 hours)|
||Indonesia’s Financial Institution Pension Fund Scheme|
||Income Tax Laws Fundamentals|
||Income Tax Calculation and Fundamentals|
||Retirement Planning and Analysis|
||Estate Planning Fundamentals|
At the end of course the participants will be awarded with a Certificate of Completion from provider training After the completion of the course, participants will then have to pass the 10 hours exam from FPSB.
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.
6 days (9:00 AM – 5:00 PM)
Weekdays Class (6 days, 2 weeks) :
- 17 – 19, 24 – 26 September
- 8 – 10, 16 – 18 October
- 12 – 14, 19 – 21 November
- 10 – 12, 17 – 19 December
Weekend Class (Every Saturdays, 6 weeks)
- 14 Sept – 19 Oct
- 9 Nov – 14 Dec
AXA Tower, 37th floor, Kuningan City, Jl. Prof. Dr. Satrio Kav.18, Kuningan – Jakarta Selatan
Fees Certified Financial Planner
Rp. 10,000,000,- / person (Fees include trainers’ fee, study materials, lunch, and beverages. CFP® Exam fee and CFP® registration fee are not included and payable directly to FPSB Indonesia)