The Fundamental Of Financial Planning - excellence.asia

The Fundamental Of Financial Planning

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Course Fee (IDR)

IDR 6.000.000

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  • Course Type

    Inhouse

  • Course Duration

    8

  • Course Location

    Kota Administrasi Jakarta Pusat

  • Course Max Participant

    20

Course Description

Course Summary

It’s not how much you earn, but how well you plan it……..

Dalam workshop ini, akan diulas  trik/tips berikut ini:

1) Taktik efektif menyiapkan dana darurat (emergency fund)

2) Bijak berinvestasi dan mempersiapkan masa depan yang uncertainty.

3) Bagaimana mengelola arus kas sehingga optimal.

 

Maximum Participant

20 Participants

Course Language

Indonesia

Course Core Competencies

Planning and Initiative

At the end of this course, participants will be able to…

Dengan workshop ini, peserta diharapkan memahami dan mampu :

1) Membuat perencanaan pribadi dan keluarga.

2) Menyiapkan dana darurat, dana kesehatan, dana sekolah, dana pensiun.

3) Bijak berinvestasi dan mengelola keuangan, saat ini dan masa datang.

Who should take this course? Who should not?

Sales Manager, Relationship Manager, Branch Manager, Marketing Manager, Senior Manager, Senior Officer, Sales Supervisor, Sales People, Sales Provider/Agency, dan bidang lain terkait sales dari berbagai jenis bisnis/industri.

What participants will need to know or do before joining this course?

 

 

          

Course Methods

Presentation, Case study, games and ice breaker.

Course Content

    Day 1

  • Lecture 1

    Financial Planning concept.

  • Lecture 2

    Emergency Fund, how to prepare and calculate?

  • Lecture 3

    Education Fund

  • Lecture 4

    Pension Fund

  • Lecture 5

    Insurance

  • Lecture 6

    Health Fund

  • Lecture 7

    How to handle your Income and outcome?

  • Lecture 8

    Case study, games and ice breaker.

Profile Trainer

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Industry Expertise :  Financial Intermediation; Real Estate & Renting

Trainer Skills :  Banking, Business Analysis, Financial Analysis, Leadership, Management, Project Management, Sales Management, Strategic Planning, Training

Trainer Education

  • 1.
  • Degree
  • Institution
  • Major
  • Year
  • : S2
  • : Universitas Gajah Mada
  • : International Marketing
  • : 1998

Trainer Work Experience

  • 1.
  • Position
  • Office
  • Field
  • From
  • : Section Head
  • : PT. Bank Manidiri ( Persero) tbk
  • : Financial Intermediation; Real Estate & Renting
  • : 1999
  • 2.
  • Position
  • Office
  • Field
  • From
  • : Counterpart of Organization Restructuring Project With KPMG Consulting
  • : DKI Jakarta
  • : Other Services
  • : 2001
  • 3.
  • Position
  • Office
  • Field
  • From
  • : Area Sales Manager
  • : PT. Bank Mandiri (Persero) Tbk.
  • : Financial Intermediation; Real Estate & Renting
  • : 2003
  • 4.
  • Position
  • Office
  • Field
  • From
  • : Head Of Sales Management
  • : PT. Bank Manidiri ( Persero) tbk
  • : Financial Intermediation; Real Estate & Renting
  • : 2003
  • 5.
  • Position
  • Office
  • Field
  • From
  • : Executif Trainer
  • : MARKPLUS, INC
  • : Other Services
  • : 2004
  • 6.
  • Position
  • Office
  • Field
  • From
  • : RSM
  • : PT. Bank Manidiri ( Persero) tbk
  • : Financial Intermediation; Real Estate & Renting
  • : 2003
  • 7.
  • Position
  • Office
  • Field
  • From
  • : Regional Sales Manager
  • : AXA Financial
  • : Financial Intermediation; Real Estate & Renting
  • : 2005
  • 8.
  • Position
  • Office
  • Field
  • From
  • : Counterpart of Value Chain Project
  • : The Boston Consulting Group
  • : Other Services
  • : 2011
  • 9.
  • Position
  • Office
  • Field
  • From
  • : Senior Relationship Manager
  • : PT. Bank Manidiri ( Persero) tbk
  • : Financial Intermediation; Real Estate & Renting
  • : 2005
  • 10.
  • Position
  • Office
  • Field
  • From
  • : Profesional Trainer
  • : PT. Bank Manidiri ( Persero) tbk
  • : Financial Intermediation; Real Estate & Renting
  • : 2015

Professional Qualification/Certification

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