FINANCIAL PLANNER – International Certification by American Academy*
Background training fundamental financial planning concepts terbaru
Financial Planning is a field which crosses many different learning areas and integrates knowledge from these learning areas. The curriculum has been designed according to the international curriculum standards as set out by the international body which namely, the American Academy Financial Management and the Global Academy of Finance and Management (GAFM).
A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners). Financial planning should cover all areas of the client’s financial needs and should result in the achievement of each of the client’s goals as required, and this demands for a professional and reliable consultant in the field.
The AAFM® certification process, administered by GAFM Board, identifies to the public that those individuals who have been authorized to use the AAFM® certification marks in the globe have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
The course is enriched with actual financial planning case studies which are aimed toward the enhancement of participants knowledge and the financial planning insights, and capability to cope with professional certification.
Objectives training value of money concepts terbaru
Upon completing this course, the participants shall benefits of the training such as:
* Gain a firm grasp of financial planning concepts.
* Obtain an introduction to the financial planning profession and the practice of personal financial planning by professional planners.
* Understand time value of money concepts and the calculations to support them.
* Learn about financial planning and risk management and a working knowledge of risk management/insurance technique
* Apply financial planning knowledge in an integrated approach to real-life financial planning situations;
* Advise individuals, families, and small businesses on a variety of complex financial issues;
* Develop and maintain tailored and comprehensive financial plans;
* Become informed, competent, and ethical financial planners and leaders in the financial planning industry.
Prepared to take the certification and examination from AAFM and GAFM
Contents Training Financial Planner training ethical financial planners murah
* Module 1: Introduction to Financial Planning
* Module 2: Risk Analysis and Insurance Planning
* Module 3: Retirement Planning and Employee Benefits
* Module 4: : Investment Planning
* Module 5: Tax and Estate Planning
* Module 6: Advanced Financial Planning
* Case Studies
Methods training ethical financial planners terbaru
* Presentation
* Discussion
* Case Study
* Exam
Jadwal Surya Training Tahun 2022
Batch 1 : 23 – 24 Januari 2022
Batch 2 : 23 – 24 Februari 2022
Batch 4 : 12 – 13 April 2022
Batch 5 : 18 – 19 Mei 2022
Batch 6 : 7 – 8 Juni 2022
Batch 7 : 27 – 28 Juli 2022
Batch 8 : 23 – 24 Agustus 2022
Batch 9 : 13 – 14 September 2022
Batch 10 : 11 – 12 Oktober 2022
Batch 11 : 9 – 10 November 2022
Batch 12 : 6 – 7 Desember 2022
Pemateri/ Trainer
Pelatihan ini akan diberikan oleh Trainer dari kalangan Praktisi, Akademisi dan Konsultan berpengalaman di bidangnya masing-masing.
FAQ tentang Surya Training
A : Berapa minimal running pelatihan ini ?
Q : Pelatihan ini akan running idealnya minimal dengan 3 peserta
A : Apakah bisa jika saya hanya ingin pelatihan sendiri aja / private course ?
Q : Bisa, kami akan membantu menyelenggarakan pelatihan 1 hari jika ada persetujuan dari klien
A : Dimana saja pelatihan biasanya di selenggarakan?
Q : Pelatihan kami selenggarakan di beberapa kota besar di Indonesia seperti Bandung, Jakarta, Yogyakarta, Surabaya, Malang, Bali, Lombok dan beberapa negara seperti Singapore dan Malaysia
A : Apakah bisa diselenggarakan selain di kota lain?
B : Penyelenggaraan pelatihan bisa diadakan di kota lain dengan minimal kuota 5 orang setiap kelas
A : Apakah bisa juga diselenggarakan secara IHT/ In House Training di Perusahaan klien ?
B : Bisa diselenggarakan secara IHT di Perusahaan klien
Q : Apakah jadwal bisa disesuaikan dengan kebutuhan klien ?
A : Jadwal pelatihan dapat di sesuaikan dengan kebutuhan klien. Namun konfirmasi minimal 2 minggu sebelum pelaksaan pelatihan.
Informasi lebih lanjut
Customer Service : +62 822-9767-5557 (Available WhatsApp)
email : cro.suryatraining@gmail.com
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FINANCIAL PLANNER – International Certification by American Academy*
Background training fundamental financial planning concepts terbaru
Financial Planning is a field which crosses many different learning areas and integrates knowledge from these learning areas. The curriculum has been designed according to the international curriculum standards as set out by the international body which namely, the American Academy Financial Management and the Global Academy of Finance and Management (GAFM).
A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners). Financial planning should cover all areas of the client’s financial needs and should result in the achievement of each of the client’s goals as required, and this demands for a professional and reliable consultant in the field.
The AAFM® certification process, administered by GAFM Board, identifies to the public that those individuals who have been authorized to use the AAFM® certification marks in the globe have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
The course is enriched with actual financial planning case studies which are aimed toward the enhancement of participants knowledge and the financial planning insights, and capability to cope with professional certification.
Objectives training value of money concepts terbaru
Upon completing this course, the participants shall benefits of the training such as:
* Gain a firm grasp of financial planning concepts.
* Obtain an introduction to the financial planning profession and the practice of personal financial planning by professional planners.
* Understand time value of money concepts and the calculations to support them.
* Learn about financial planning and risk management and a working knowledge of risk management/insurance technique
* Apply financial planning knowledge in an integrated approach to real-life financial planning situations;
* Advise individuals, families, and small businesses on a variety of complex financial issues;
* Develop and maintain tailored and comprehensive financial plans;
* Become informed, competent, and ethical financial planners and leaders in the financial planning industry.
Prepared to take the certification and examination from AAFM and GAFM
Contents Training Financial Planner training ethical financial planners murah
* Module 1: Introduction to Financial Planning
* Module 2: Risk Analysis and Insurance Planning
* Module 3: Retirement Planning and Employee Benefits
* Module 4: : Investment Planning
* Module 5: Tax and Estate Planning
* Module 6: Advanced Financial Planning
* Case Studies
Methods training ethical financial planners terbaru
* Presentation
* Discussion
* Case Study
* Exam
Jadwal Surya Training Tahun 2022
Batch 1 : 23 – 24 Januari 2022
Batch 2 : 23 – 24 Februari 2022
Batch 4 : 12 – 13 April 2022
Batch 5 : 18 – 19 Mei 2022
Batch 6 : 7 – 8 Juni 2022
Batch 7 : 27 – 28 Juli 2022
Batch 8 : 23 – 24 Agustus 2022
Batch 9 : 13 – 14 September 2022
Batch 10 : 11 – 12 Oktober 2022
Batch 11 : 9 – 10 November 2022
Batch 12 : 6 – 7 Desember 2022
Pemateri/ Trainer
Pelatihan ini akan diberikan oleh Trainer dari kalangan Praktisi, Akademisi dan Konsultan berpengalaman di bidangnya masing-masing.
FAQ tentang Surya Training
A : Berapa minimal running pelatihan ini ?
Q : Pelatihan ini akan running idealnya minimal dengan 3 peserta
A : Apakah bisa jika saya hanya ingin pelatihan sendiri aja / private course ?
Q : Bisa, kami akan membantu menyelenggarakan pelatihan 1 hari jika ada persetujuan dari klien
A : Dimana saja pelatihan biasanya di selenggarakan?
Q : Pelatihan kami selenggarakan di beberapa kota besar di Indonesia seperti Bandung, Jakarta, Yogyakarta, Surabaya, Malang, Bali, Lombok dan beberapa negara seperti Singapore dan Malaysia
A : Apakah bisa diselenggarakan selain di kota lain?
B : Penyelenggaraan pelatihan bisa diadakan di kota lain dengan minimal kuota 5 orang setiap kelas
A : Apakah bisa juga diselenggarakan secara IHT/ In House Training di Perusahaan klien ?
B : Bisa diselenggarakan secara IHT di Perusahaan klien
Q : Apakah jadwal bisa disesuaikan dengan kebutuhan klien ?
A : Jadwal pelatihan dapat di sesuaikan dengan kebutuhan klien. Namun konfirmasi minimal 2 minggu sebelum pelaksaan pelatihan.
Informasi lebih lanjut
Customer Service : +62 822-9767-5557 (Available WhatsApp)
email : cro.suryatraining@gmail.com 
