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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.
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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
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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.
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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
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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