TRAINING ONLINE PERENCANA KEUANGAN 

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TRAINING ONLINE PERENCANA KEUANGAN

TRAINING ONLINE PERENCANA KEUANGAN 

TRAINING ONLINE PERENCANA KEUANGAN

DESKRIPSI TRAINING WEBINAR FINANCIAL PLANNER :

Perencanaan keuangan menurut Financial Planning Standards Board Indonesia adalah proses untuk mencapai tujuan hidup seseorang melalui pengelolaan keuangan secara ter-integrasi dan terencana. Yang termasuk dalam tujuan hidup seseorang antara lain: menyiapkan dana pendidikan bagi anak, menyiapkan dana hari tua bagi dirinya dan pasangan hidupnya, menyiapkan dana untuk memiliki rumah, menyiapkan warisan bagi keluarga tercinta, menyiapkan dana untuk beribadah haji dan lain lainya.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 whichnamely, 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.Perlunya memilih provider Casa Training yang tepat, agar pengetahuan kita mengenai PERENCANA KEUANGAN tidak salah.

 

TUJUAN TRAINING ONLINE PERENCANA KEUANGAN UNTUK PRAKERJA :

  • 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
  • Dengan mengikuti TRAINING ONLINE PERENCANA KEUANGAN Peserta dapat berbagi pengetahuan / sharing knowledge mengenai PERENCANA KEUANGAN dengan peserta dari perusahaan lain yang bergerak di bidang .

 

Materi TRAINING ONLINE PERENCANA KEUANGAN online Zoom :

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

 

Metode pelatihan planner online Zoom :

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

Peserta pelatihan keuangan online Zoom :

  • 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

 

Instruktur training offline perencana keuangan : 

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

Jadwal Pelatihan Casa Training 2026 :

Batch 1 : 20 – 21 Januari 2026
Batch 2 : 10 – 11 Februari 2026
Batch 3 : 3 – 4 Maret 2026
Batch 4 : 14 – 15 April 2026
Batch 5 : 19 – 20 Mei 2026
Batch 6 : 24 – 25 Juni 2026
Batch 7 : 8 – 9 Juli 2026
Batch 8 : 19 – 20 Agustus 2026
Batch 9 : 16 – 17 September 2026
Batch 10 : 7 – 8 Oktober 2026
Batch 11 : 18 – 19 November 2026
Batch 12 : 9 – 10 Desember 2026

 

Lokasi Training Offline atau Online :

  1. Yogyakarta
  2. Jakarta
  3. Bandung
  4. Bali
  5. Surabaya
  6. Lombok
  7. Online via Zoom
    Catatan : Apabila perusahaan membutuhkan paket in house training, anggaran investasi pelatihan dapat menyesuaikan dengan anggaran perusahaan.

Fasilitas Training Offline atau Online :

Negotiable / by request