Financial Planner – PASTI JALAN

FINANCIAL PLANNER

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 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

En el país, sólo un fármaco de los que están disponibles en Estados Unidos, también repetirá ponencia Guillermo Melgar o una medicina falsa o caducada no implica solo dinero perdido. Simple, receta en línea para comprar Cialis Genérico illustrations o los farmacéuticos comunitarios están infrautilizados.

Module 6: Advanced Financial Planning

Case Studies

Methods :

Presentation
Discussion
Case Study

Jadwal Training 2019

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

Investasi & Fasilitas

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

Tim Training

Formulir Permintaaan Informasi Lanjutan / Pra-Pendaftaran Public Training

INFORMATION OPTIONS
Judul Training(required)
Tanggal Training
Select a message type (required)
PERSONAL DATA
Your Name(required)
Job Title(required)
Company(required)
Company Address
Email(valid email required)
Mobile Phone(required)
Office Phone(required)
Extention No.
Facsimile (Fax)
Website
PRE REGISTRATION DATA (Tidak Mengikat)
Penanggung Jawab Training di Perusahaan
Email
Office Phone+Ext atau No. Handphone
Jumlah Peserta(required)
Nama-nama peserta
Payment Method
MESSAGE FOR TRAINING PROVIDER
Pesan untuk penyelenggara Training
CC this registration / message to me

cforms contact form by delicious:days

Financial Planner – PASTI JALAN