FINANCIAL PLANNER – International Certification by American Academy*
Hotel Ibis, Yogyakarta | 13 – 15 April 2015 | USD 1,350
Hotel Ibis, Yogyakarta | 20 – 22 April 2015 | USD 1,350
Hotel Ibis, Yogyakarta | 27 – 29 April 2015 | USD 1,350
Hotel Ibis, Yogyakarta | 04 – 06 Mei 2015 | USD 1,350
Jadwal Training 2015 Selanjutnya …
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.
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
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
Contents Training Financial Planner
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
Methods :
Presentation
Discussion
Case Study
Exam
Jadwal Training 2015
Hotel Ibis Malioboro ,Yogjakarta
13-15 April 2015
20-22 April 2015
27-29 April 2015
4-6 Mei 2015
11-13 Mei 2015
18-20 Mei 2015
25-27 Mei 2015
3-5 Juni 2015
8-10 Juni 2015
15-17 Juni 2015
22-24 Juni 2015
29 Juni – 1 Juli 2015
6-8 Juli 2015
13-15 Juli 2015
27-29 Juli 2015
3-5 Agustus 2015
10-12 Agustus 2015
18-20 Agustus 2015
24-26 Agustus 2015
31 Agustus – 2 September 2015
7-9 September 2015
14-16 September 2015
21-23 September 2015
28-30 September 2015
5-7 Oktober 2015
12 -13 Oktober 2015
19-21 Oktober 2015
26-28 Oktober 2015
2-4 November 2015
9-11 November 2015
16-18 November 2015
23-25 November 2015
30 November – 2 Desember 2015
7-9 Desember 2015
14-16 Desember 2015
21-23 Desember 2015
28-30 desember 2015
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
Formulir Permintaaan Informasi Lanjutan / Pra-Pendaftaran Public Training
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