Associate Wealth Planner - excellence.asia

Associate Wealth Planner

Pelatihan & Sertifikasi AWP, Plus Basic Investment

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Course Fee (IDR)

IDR 1.000.000

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  • Course Type

    Public

  • Course Duration

    7

  • Course Location

    Kota Administrasi Jakarta Selatan

  • Course Max Participant

    15

  • Course Address

    Kantor FPSB Indonesia, Office 88 @ Kasablanka lantai 32 unit F, Jakarta

  • Course Date & Time

    12 May 2018 09:00

Course Description

Course Summary

This is the most afforadble designation, provided by the highly reputable education provider in Indonesia. This course is about financial and wealth planning, supported by digital application.

Maximum Participant

15 Participants

Course Language

Indonesia

Course Core Competencies

Planning and Initiative

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

prioritize and manage their money spending activities; make personal budget; plan & calculate personal insurance needs; plan & calculate future needs such as pension fund, education fund, and housing loan; invest properly in the most suitable instrument.

Who should take this course? Who should not?

This course is most suitable for those who work in financial services industry such as banking, insurance, pension fund, asset management to support their carreer path development. As an individual, this course may help to enhance knowledge about personal financial & wealth planning. Lucky for people who already have fee paid financial planner since there's no urgency for them to take this course by assuming that their financial planning needs are well taken care by the consultant.

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

Just bring smartphone, laptop or tablet if any.

Course Methods

.

Course Content

    Day 1
  • Lecture 1

    Pendahuluan
  • Lecture 2

    Leadership training
  • Lecture 3

    Management Training
    • Day 2
  • Lecture 1

    Pendahuluan
  • Lecture 2

    Six steps of financial planning
  • Lecture 3

    Financial Planning Engines
  • Lecture 4

    Case study
  • Lecture 5

    Basic Investment

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