TRAINING FINANCIAL PLANNER – INTERNATIONAL CERTIFICATION BY AMERICAN ACADEMY
Training Financial Planner – Sertifikasi Internasional Oleh American Academy
Training Understand Time Value Of Money Concepts And The Calculations To Support Them
Background
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
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
TARGET AUDIENCE
* 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 self-motivated
Contents Training Financial Planner
* 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 :
* Presentation
* Discussion
* Case Study
* Exam
Lead Instructor
American Academy Certified Consultant
Jadwal Pelatihan Galeri Training 2023 training financial planner – international certification by american academy terbaru :
Jadwal Pelatihan Galeri Training Tahun 2025 :
- Batch 1 : 7 – 8 Januari 2026
- Batch 2 : 11 – 12 Februari 2026
- Batch 3 : 4 – 5 Maret 2026
- Batch 4 : 8 – 9 April 2026
- Batch 5 : 6 – 7 Mei 2026
- Batch 6 : 10 – 11 Juni 2026
- Batch 7 : 8 – 9 Juli 2026
- Batch 8 : 5 – 6 Agustus 2026
- Batch 9 : 9 – 10 September 2026
- Batch 10 : 14 – 15 Oktober 2026
- Batch 11 : 4 – 5 November 2026
- Batch 12 : 2 – 3 Desember 2026
Catatan : Jadwal dapat menyesuaikan dengan kebutuhan anda dengan catatan kuota peserta minimum 2 (dua) peserta terpenuhi.
Biaya dan Lokasi training financial planner – international certification by american academy terupdate :
Lokasi :
· Jakarta : Hotel Amaris Kemang, Amaris Tendean,Trinity Hotel, Ibis Budget.
· Bandung : Hotel Santika, Hay Hotel,Ibis Style, Novotel Hotel, Golden Flower Hotel, 1O1 Hotel, Grand Tjokro Hotel, Tune Hotel, Four Point by Sheraton Hotel .
· Yogyakarta : Hotel NEO+ Awana, Cordela Hotel,Ibis Style, Boutique Hotel, Cavinton Hotel, Mutiara Hotel, Dafam Malioboro Hotel, Prima Inn Hotel .
· Surabaya : Novotel Hotel, Ibis Center Hotel, HARRIS Hotel, Favehotel, Alana Hotel .
· Malang : Amaris Hotel, The 1O1 Hotel, Ibis Style Hotel, El Hotel, Whiz Prime Hotel .
· Bali : Ibis Kuta, Fontana Hotel, HARRIS Hotel & Conventions .
· Lombok : Favehotel, Novotel Lombok, D Praya Hotel .
Catatan : Biaya diatas belum termasuk akomodasi/penginapan.
Investasi training understand time value of money concepts and the calculations to support them murah :
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 training retirement planning and employee benefits murah :
1. FREE Airport pickup service (Gratis Antar jemput Hotel/Bandara)
2. FREE Akomodasi Peserta ke tempat pelatihan .
3. Module / Handout
training financial planner – sertifikasi internasional oleh american academy terupdate .
4. FREE Flashdisk .
5. Sertifikat training financial planner – international certification by american academy terupdate .
6. FREE Bag or bagpackers (Tas Training) .
7. Training Kit (Dokumentasi photo, Blocknote, ATK, etc) training understand time value of money concepts and the calculations to support them terbaru .
8. 2xCoffe Break & 1 Lunch, Dinner.
9. Souvenir .
