Training CFP

8/16/2019 Training CFP

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FAST TRACK PROGRAM 2016

CERTIFIED FINANCIAL PLANNER (CFP®)

PROPOSAL


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PROGRAM DESCRIPTIONCFP® Is stand for CERTIFIED FINANCIAL PLANNER® by Financial Planning Standards Board (FPSB) – Indonesia. CFP® is

international certification program for financial service industry professionals. The purpose of CFP® certification is to

enhance the competency and build good reputation in order to service the clients more professionally.

CERTIFIED FINANCIAL PLANNER® is the recognized standard excellent for financial advisory services such as Financial

Planning, Retail Banking, Insurance, Mutual Fund, Estate Planning and Wealth Management.

“ The Certified Financial Planner or CFP, designation is considered the gold standard in this crowd. CFPs are required to be

knowledgable about financial-planning topics including insurance, employee benefits, investments, taxes and estate

planning” ( Wall Street Journal, 1/28-29/06)

“ With over 2.5 million clients, more CERTIFIED FINANCIAL PLANNER(TM) practitioners than any other firm, strong asset

management capabilities, … and a robust insurance and annuities business, Ameriprise Financial will be a leader in the

industry.”

Jim Cracchiolo, chairman and CEO of AEFA (American Express Financial Advisors) announcing the launch of Ameriprise Financial

“ More than 60% of Financial planners and wealth manager specialist working in banks in Canada are CFP™, and about

40% are PFP from bankers Association”

Financial Planning Standards Council of Canada

Indonesia CFP® certification have the highest qualification among local financial planner certification institutes as well as

other CFP® certification institutes in the world. Currently, The 102,099 CFP® holders in the world.

Direktorat Pendidikan Profesional


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BENEFITS Of CFP® CERTIFICATION• Become a Professional Financial Planner with international standard certification

• Thorough Understanding in all aspects of personal financial planning process.

• Build skills in investment, insurance, pension, tax and estate planning.

• Enhance the holder’s career as personal financial planner

•

Build Thrust in The Heart of Clients


Aspects of Financial Planner Success [Scale of 1 – 4]

People/Communication Skills 3.68

Having the CFP Certification 3.43

Referrals from Clients 3.35

Keeping up with Continuing Education 3.34

Educational Background 3.26

Specialization 2.81


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PATH TO CFP® CERTIFICATION



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EDUCATION PROGRAM CFP®

CERTICATION• Prepare the participants to take CFP®

examination by FPSB Indonesia.

• Designation for Certificate of Proficiency byBNSP and CFP® by Financial Planning StandardsBoard.

• Pass the CFP® Exam

• Satisfy the Fitness Standards

• Meet the Experience Requirement



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WHY CFP® CERFITICATION PROGRAM

AT PERBANAS INSTITUTE• Perbanas is The CFP® Authorized Education

Provider

• Having Fast Track Program for CFP Examination

Preparation.• Having e-learning to enhance the quality of

participants

• Candidates of CFP from ABFI Perbanas were 100 %passing The CFP Examination.

• Having High Qualified Instructors• Having strategic place.

• Having Main Clients (Standard Chartered Bank,Permata Bank)



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SUCCESS STORIES CFP® PERBANASPROGRAM

• Reducing Turnover employees in Marketing Division,

from 40 % to become 14 %.• Changing approach to client, from selling products to

become financial planner of customer.

•

Based on internal survey, Participants are satisfiedand enjoy for CFP Program.

• CFP Program become one of benefit for a newemployee to join The Company.



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CURRICULUM

Session Topic 1 : Foundation of Financial Planning

1 Financial Planning Process & Ethics

2 Personal Financial Statements

3 The Time Value of Money

4 Personal Risk Management Concepts

5 Investment Principle

6 Debt & Equity Instruments


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Session Topic 2 : Investment Planning

1 The Capital Market

2 Mutual Funds & Unit Trust

3 Equity Analysis 1 : Portfolio Management

4 Equity Analysis 2 : Stock Valuation

5 Fixed Income Analysis 1

6 Fixed Income Analysis 2

7 Derivative Securities - Options

8 Asset Allocation Decision and Portfolio Diversification


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Session Topic 3 : Insurance Planning

1 Basic Concept & Contract Insurance

2 Unit Linked Product

3 Health Insurance4 Personal General Insurance

5 Life Insurance

6 Systematic Approach for Polish Selection


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Session Retirement, Tax & Estate Planning AndFinancial Planning Construction

1 Income Tax Planning & Tax on Estate

2 Case Study ( Tax Planning)

3 Estate Planning Process & Distribution (1)

4 Estate Planning Process & Distribution (2)

5 Company & Government Retirement Program

6 Annuity Concept & Retirement Planning

7 Guide to Construct Financial Planning For Clients


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INSTRUCTORS :The CFP® examination preparation course at Perbanas Institute is taught by

financial planning professionals who combine extensive practice experiencewith solid teaching expertise.


Our Instructurs:

Michael T. Tjoajadi, ChFC (Schroders Inv. Management)

M. Ichsan, M. Fin, CFP®, QWP (Independent Financial Planners)

Haryajid Ramelan, MM, CFP® , CSA, CRP (Capital Market Practitioner)

Embun Prowanta, MM, CSA, ERMCP, CRP, CFP® (Perbanas Institute)

Ricky Ihsan, CFA, FRM, CSA, CRP, CFP® (Investment & Financial Practitioner)

Dra. Irene M. Salaki, (Tax Consultant & Public Accountant)

Henra, CFP® , QWP (Independent Financial Planners)

M. Andoko, MM, QWP, CFP® (Independent Financial Planners)

Other Qualified Trainers


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INVESTMENT FOR PUBLIC TRAINING• Fee Course for CFP Exam preparation is IDR 11,000,000 (net of

taxes) for each participant for 4 modules or IDR 2,750,000 for eachmodule 1,2,3 and module 4 for at least 12 participants. If theparticipants are less than 12 participants, Perbanas will charge for

minimum participants..

• For CFP Examination : IDR. 500.000/exam for CFP 1, CFP 2, CFP 3and

• IDR. 1.200.000/exam for CFP 4, must be paid to FPSB Indonesia,one month before CFP Examination Date.



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Direktorat Pendidikan Profesional Perbanas Institute Jalan Perbanas, Karet Kuningan, Setiabudi Jakarta, 12940 – Indonesia

Contact Person : Imam dan Vanesa, Telp. (021)-5252533, 5222501 –

04 ext 6201 Fax. (021) 5228460

http://trainingcenter.perbanas.id [email protected]

OUR PARTNERS:


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Training CFP

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