TRAINING FUNDAMENTAL FINANCIAL PLANNING CONCEPTS

Training Value Of Money Concepts

Training Ethical Financial Planners

training value of money concepts  murah

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.

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A : Berapa minimal running pelatihan ini ?

Q : Pelatihan ini akan running idealnya minimal dengan 3 peserta

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Q : Bisa, kami akan membantu menyelenggarakan pelatihan 1 hari jika ada persetujuan dari klien

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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