Materi financial planning1 by Aidil Akbar
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© Copy Rights of AFC 2009 Apa Itu Perencanaan Keuangan Akbar’s Financial Check Up Kantor Kemitraan Click to edit Master title style Click to edit Master subtitle style Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC® Akbar’s Financial Check Up ®2008 © Copy Rights of AFC 2009 AFC ver. 1 Batch 1 Nov 09 Pendidikan Anak Cash Rich Bank Loan Penghapusan Hutang Pensiun Secara Layak Akumulasi Kekayaan Beli Rumah Liburan Perlindungan Keluarga Tujuan Keuangan 2
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Financial Planning Basic by Aidil Akbar Madjid di kelas Akademi Berbagi Jakarta
Transcript of Materi financial planning1 by Aidil Akbar
Click to edit Master title style
Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009
Apa ItuPerencanaan Keuangan
Akbar’s Financial Check UpKantor Kemitraan
Click to edit Master title style
Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
PendidikanAnak
CashRich
Bank Loan Penghapusan
Hutang
PensiunSecaraLayak
AkumulasiKekayaan
Beli Rumah
Liburan
PerlindunganKeluarga
Tujuan Keuangan
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Click to edit Master title style
Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
Perencanaan Keuangan
3
Click to edit Master title style
Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
Apa Itu Financial Planner?
Adalah sebuah profesi / orang yang membantu ANDA dalam merencanakan keuangan pribadi
dengan membantu memberikan solusi perencanaan, pemilihan pengelolaan
keuangan, kekayaan atau investasi nasabah agar kebutuhan keuangan nasabah untuk
jangka pendek, menengah dan panjang dapat tercapai.
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Click to edit Master title style
Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
Bahasa SederhanaPerencanaan Keuangan: Suatu proses
mencapai tujuan hidup melalui pengelolaan keuangan yang tepat
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Click to edit Master title style
Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
DREAMS GOALS
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Click to edit Master title style
Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
ONE STOP SERVICE SOLUTION
MANAJEMEN ARUS KAS
PERENCANA KEUANGAN / KEKAYAAN
Financial Planning / Wealth Planning
Cash Flow
INVESTASIInvestmentPERENCANAAN
PENDIDIKANEducation Plan
PERENCANAAN WARISANEstate Plan
PERENCANAAN PENSIUN
Retirement Plan
PERENCANAAN LAINNYA
Others Plan
PERENCANAAN PAJAK
Tax Plan
MANAJEMENRESIKO
Risk Management
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Click to edit Master title style
Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
12 Alasan Anda membutuhkan Perencanaan Keuangan
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Click to edit Master title style
Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 099
Click to edit Master title style
Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
Mengapa ANDA memerlukan Perencana Keuangan?
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Click to edit Master title style
Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
Fungsi Perencana Keuangan
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Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
Tujuan Perencanaan Keuangan
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Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
Hambatan
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Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
Manfaat
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Click to edit Master title style
Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009
If You Fail To PlanYou Plan To Fail
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Click to edit Master title style
Click to edit Master subtitle styleProperty and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009AFC ver. 1 Batch 1 Nov 09
Terima KasihAkbar’s Financial Check Up
Head Office2nd Floor, Jln. Senopati No.74,
Jakarta Selatan, Indonesia Telp: +62.21.7250.851 / 32244.678 Fax: +62.21.7250.640 / 392.9748
