TRAINING PERENCANA KEUANGAN

Table of Contents

SILABUS TRAINING PERENCANA KEUANGAN

FINANCIAL PLANNER

Deskripsi

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.

Tujuan

* 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

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

Peserta :

* 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

Metode:

* Presentasi

* Diskusi dan Sharing Pengalaman

* Role Play

* Games

Instruktur

American Academy Certified Consultant

Metode TRAINING PERENCANA KEUANGAN

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

Instruktur TRAINING PERENCANA KEUANGAN

Instruktur yang mengajar pelatihan perencana keuangan ini adalah instruktur yang berkompeten di bidang perencana keuangan baik dari kalangan akademisi maupun praktisi.

Peserta TRAINING PERENCANA KEUANGAN

Peserta yang dapat mengikuti training perencana keuangan ini adalah staff sdm atau karyawan yang ingin mendalami bidang perencana keuangan.

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