CFP Certified Financial Planner (Training + Sertifikasi AAFM)


CFP Certified Financial Planner (Training + Sertifikasi AAFM)

CFP Certified Financial Planner (Training + Sertifikasi AAFM)

CFP Certified Financial Planner (Training + Sertifikasi AAFM)

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

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.

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
* 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

Taraget audiences:
* Professionals who have worked as a financial advisor or planner
* Students who want to the option to take classes from anywhere “on
the go”
* People comfortable with technology and those that are highly

Course Contents and Descriptions

Module 1: Introduction to Financial Planning – This module is
comprehensive and offers a complete overview of the financial planning
process. It focuses on a globally accepted six-step financial planning
process: general principles of cash-flow planning, budgeting, legal
aspects of financial planning and acquaints the students with concepts
of risk management, investments, insurance, retirement solutions, tax
and estate planning, which are covered in greater detail in the
subsequent five modules.

Module 2: Risk Analysis and Insurance Planning – This module examines
the principles of Risk Analysis and Insurance Planning to identify a
client’s risk exposure and accordingly select appropriate risk
management techniques. The module reviews basic insurance products,
pertaining to both general and life insurance; analyzes various
insurance needs, such as medical, disability, life and general
insurance and finally determines the type and amount of insurance best
suited to the client’s situation and needs.

Module 3: Retirement Planning and Employee Benefits – This module
assesses the significance of retirement planning, teaches analysis
techniques, review of retirement employee benefits (such as EPF, PPF,
Superannuation Fund etc.) and the process to be adopted while
developing a retirement plan. It focuses on imparting students’
appropriate skills, enabling them to identify retirement needs of the
client and recommend appropriate retirement solutions for a happy and
tension-free retired life.

Module 4: Investment Planning – This module trains students in
understanding the client’s investment needs and risk appetite and
providing suitable solutions aimed at wealth creation. It reviews all
categories of investments, client evaluation methods, and economic
factors, risk and return analysis, valuation techniques, asset
allocation procedures and portfolio performance assessment. Various
techniques and concepts used in portfolio construction and management
are also examined.

Module 5: Tax and Estate Planning – This module aims to enhance the
student’s knowledge in the realm of personal taxation and tax
planning, by providing a synopsis of the key tax components. Estate
planning sub-module introduces the student to the process of
developing an estate plan, including assessment of important
techniques of estate planning: wills, gifting schemes, powers of
attorney and joint property ownership.

Module 6: Advanced Financial Planning – The final module builds upon
the knowledge gained in the previous modules and incorporates all
aspects of personal finance that are vital for developing a
comprehensive financial plan. Students are taught the steps necessary
for collecting and evaluating client data, developing, recommending
and executing appropriate strategies and also important aspects
related to ongoing monitoring and evaluation of financial plans.
Review of the legal, ethical and regulatory issues affecting financial
planners is also covered.


Peserta dapat diikuti oleh semua yang tertarik pada bidang ini. Selain itu juga dapat diikuti oleh semua yang ingin mengatahui dan mendalami tentang bidang ini.


Instruktur dalam Pelatihan dan Training ini akan dibawakan oleh seorang yang ahli dalam bidang ini.

Metode Training

  • Presentasi
  • Diskusi antar peserta
  • Studi kasus
  • Simulasi
  • Evaluasi
  • Konsultasi dengan instruktur

Jadwal tahun 2022 :

  • Batch 1 : 23 – 24 Januari 2022
  • Batch 2 : 23 – 24 Februari 2022
  • Batch 3 : 8 – 9 Maret 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

  • Batch 11 : 9 – 10 November 2022
  • Batch 12 : 6 – 7 Desember 2022

Jadwal tersebut dapat disesuaikan dengan kebutuhan calon peserta

Lokasi Pelatihan :

  • Yogyakarta, Hotel Dafam Malioboro (6.000.000 IDR / participant)
  • Jakarta, Hotel Amaris Tendean (6.500.000 IDR / participant)
  • Bandung, Hotel Golden Flower (6.500.000 IDR / participant)
  • Bali, Hotel Ibis Kuta (7.500.000 IDR / participant)
  • Lombok, Hotel Jayakarta (7.500.000 IDR / participant)

Investasi Pelatihan tahun 2022 ini :

Investasi pelatihan selama tiga hari tersebut menyesuaikan dengan jumlah peserta (on call). *Please feel free to contact us.

Apabila perusahaan membutuhkan paket in house training, anggaran investasi pelatihan dapat menyesuaikan dengan anggaran perusahaan.

Fasilitas Pelatihan di pusat training untuk Paket Group (Minimal 2 orang peserta dari perusahaan yang sama):

  • FREE Airport pickup service (Gratis Antar jemput Hotel/Bandara)
  • FREE Transportasi Peserta ke tempat pelatihan .
  • Module / Handout
  • FREE Flashdisk
  • Sertifikat
  • FREE Bag or bagpackers (Tas Training)
  • Training Kit (Dokumentasi photo, Blocknote, ATK, etc)
  • 2xCoffe Break & 1 Lunch, Dinner
  • FREE Souvenir Exclusive

Jadwal Pelatihan masih dapat berubah, mohon untuk tidak booking transportasi dan akomodasi sebelum mendapat konfirmasi dari Marketing kami. Segala kerugian yang disebabkan oleh miskomunikasi jadwal tidak mendapatkan kompensasi apapun dari kami.

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