Certified Financial Planner (CFP)

certified financial planner

Certified Financial Planner (CFP) is the most recognised standard excellence for financial advisory professionals

Certified Financial Planner® (CFP®) Certification is the world’s #1 and most recognised standard excellence for financial advisory professionals such as Financial Planners, Insurance Agents, Bancassurance Agents, Investment Advisors, and Wealth Managers. By having the CFP® credential will enhance your professional status among your peers in par with International Professionals. Your valuable costumers view CFP® Certification as an indication a qualified and trustworthy personal financial planner or financial services professional.

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.

COURCE DESCRIPTION

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.

TARGET AUDIENCE

This program is designed for experienced and senior professionals who are working in the Financial Industry as Wealth Manager, Investment Advisor, Financial Consultant, and Financial Planner.

PROGRAM OBJECTIVE

Able to demonstrate the understanding for the Concept of Financial Planning, Cash Management, Personal Risk Management, Investment Portfolio Management, Retirement Planning, Personal Tax Management, and Estate Planning
Understand client’s need through the CFP® Financial Planning process and properly deliver a tailored solution suitable to client’s need
Able to properly comprehensively profile client’s investment risk profile and investment preference
Apply the advance consultative Financial Planning Sales Talk and use FPSB’s Financial Planning Software
Prepared study plan for the world famous, 10 hours CFP® Examination 1 – 4

DURATION

6 days (Weekdays: 3 days per week – 2 weeks program) OR
6 days (Weekend: 6x Satruday – 6 weeks program)

REQUIREMENT

Bachelor degree (S1) of any qualification and a minimum 2 (three) years of relevant work experience OR
Diploma (D3) of any qualification with a minimum of 5 (Five) years of relevant work experience

METHODOLOGY

Due to the nature of the subjects, the program will be a combination of intensive class learning environment and multiple case studies. Lecturers will be accompanied by slides to enhance learning process. The Participants are encouraged to be highly interactive during the lessons and intense discussion is expected during the case study sessions to increase understanding of the scope of the lesson.

Course Outline Certified Financial Planner (CFP)

Module 1: General Principles of Financial Planning (12 hours)
Topic 1	Financial Planning Concept and Process
Topic 2	Financial Statements
Topic 3	Time Value of Money Concept and Calculation
Topic 4	Cash flow, Debt, and Financing Strategies
Module 2: Risk Management and Insurance Planning (10 hours)
Topic 1	Fundamental Concept in Risk Management
Topic 2	Principles of Insurance and Legal Principles in Insurance Contract
Topic 3	Life Insurance and Unit Link Insurance
Topic 4	General Insurance and Health Insurance Management
Topic 5	Insurance Need Analysis and Policy Selection
Module 3: Investment Planning (16 hours)
Topic 1	Fundamentals of Investment and Introduction to Indonesia Stock Exchange
Topic 2	Mutual Funds
Topic 3	Investment in Bonds Or Fixed Income Securities
Topic 4	Derivatives
Topic 5	Asset Allocation and Port Folio Diversification
Topic 6	Equity and Shares Analysis
Module 4: Retirement, Tax, and Estate Planning (12 hours)
Topic 1	Indonesia’s Financial Institution Pension Fund Scheme
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Topic 3	Income Tax Calculation and Fundamentals
Topic 4	Retirement Planning and Analysis
Topic 5	Estate Planning Fundamentals

Award

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.

Venue

AXA Tower, Kuningan City, Jl. Prof. Dr. Satrio Kav.18, Kuningan – Jakarta Selatan

Training Schedule

Weekdays

16 – 18 & 23 – 25October 2019
13 – 15 & 20 – 22 November 2019
04 – 06 & 11 – 13 December 2019

Weekend

Start 13 October 2019 (1,5 Month)

Fees Certified Financial Planner

Rp. 13.000,000,- / person (Fees include trainers’ fee, study materials, lunch, and beverages)

(CFP® Exam fee, PPN 10% and CFP® registration fee are not included and payable directly to FPSB Indonesia).