TRAINING FINANCIAL PLANNER

Table of Contents

Silabus Training Financial Planner

Deskripsi Training Financial Planner

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.

Menimbang cukup kompleknya materi pelatihan Training Financial Planner ini bagi peserta, dibutuhkan training provider yang berpengalaman di bidangnya agar tidak membuat peserta tidak menjadi cepat bosan dan jenuh dalam mendalami bidang teknik ini. Mitra Solusi Training dapat menjadi mitra terpercaya anda untuk solusi kebutuhan training di perusahaan anda.

Tujuan

Dengan mengikuti pelatihan Training Financial Planner di Mitra Solusi Training ini, Peserta dapat berbagi pengetahuan / sharing knowledge mengenai Training Financial Planner dengan peserta dari perusahaan lain yang bergerak di bidang Financial.

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 Materi

Materi

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

Studi Kasus / Praktek pemecahan masalah Financial Planner.

Metode :

Metode Training Training Financial Planner dapat menggunakan fasilitas training zoom atau training online, dan bisa juga training offline atau training tatap muka.

Instruktur :

Instruktur yang mengajar pelatihan Training Financial Planner ini adalah instruktur yang berkompeten di bidang Financial baik dari kalangan akademisi maupun praktisi.

Peserta :

Peserta yang dapat mengikuti training Training Financial Planner ini adalah staff sdm atau karyawan yang ingin mendalami bidang Financial.

Jadwal Pelatihan Mitra Solusi Training Tahun 2026 :

Batch 1 : 21 – 22 Januari 2026
Batch 2 : 11 – 12 Februari 2026
Batch 3 : 11 – 12 Maret 2026
Batch 4 : 22 – 23 April 2026
Batch 5 : 6 – 7 Mei 2026
Batch 6 : 10 – 11 Juni 2026
Batch 7 : 15 – 16 Juli 2026
Batch 8 : 12 – 13 Agustus 2026
Batch 9 : 23 – 24 September 2026
Batch 10 : 14 – 15 Oktober 2026
Batch 11 : 11 – 12 November 2026
Batch 12 : 16 – 17 Desember 2026
Jadwal tersebut dapat disesuaikan dengan kebutuhan calon peserta

Lokasi Training Tahun 2026 :

Yogyakarta, Hotel Dafam Seturan(7.300.000 IDR / participant)
Jakarta, Hotel Amaris Tendean (7.900.000 IDR / participant)
Bandung, Hotel Golden Flower (7.800.000 IDR / participant)
Bali, Hotel Ibis Kuta (8.500.000 IDR / participant)
Lombok, Hotel Jayakarta (8.750.000 IDR / participant)
Catatan :
• Waktu pelatihan Dua+1* hari dengan Biaya tersedia untuk Perorangan, Group, dan Inhouse Training, belum termasuk akomodasi/penginapan.
• Untuk biaya dan jadwal training harap menghubungi marketing kembali

Investasi training :

Investasi pelatihan selama dua hari tersebut menyesuaikan dengan jumlah peserta (on call). *Please feel free to contact us.
Apabila perusahaan membutuhkan paket in house training, anggaran investasi pelatihan dapat menyesuaikan dengan anggaran perusahaan.