Certified Financial Planner® (CFP®) Certification is the world’s most recognized standard excellence for financial advisory services such as Financial Planning, Retail Banking, Insurance, Mutual Fund, Estate Planning, and Wealth Management. By having the CFP® credential will enhance your professional status among your peers in par with International Professionals. Your valuable customers view CFP® Certification as an indication a qualified and trustworthy personal financial planner or financial services professional.
Multimatics’ 6 days Comprehensive CFP® Exam Preparatory Program is the ideal foundation for participants preparing themselves for the specific requirement of the CFP® exam. This program provided with a variety of study aids which address the essential learning objectives where a participant must understand for exam purposes. Support materials also contain theoretical and scenario-based questions and case studies which the participants can use as part of exam preparation. This program will be an interactive experience lead by a strong team of highly qualified industry practitioners where you can gain the real world experience in the Financial Industry.
At the end of the program, the participants will be able to :
This program is designed for experienced and senior professionals who are working in the Financial Industry as Wealth Manager, Investment Advisor, Financial Consultant, and Financial Planner. CFP® is also designed for those who wish to master theoretical knowledge and practical application of full cycle of Wealth Management in Financial Organization such as in Banking, Insurance, Mutual Fund, Asset Management, and Stock Brokerage.
This program is 6 days of intensive training class.
Participants are required to have the following :
At the end of the program, the participants will be assessed with 10 hours of CFP® Exam.
CFP® Certification will be awarded upon successfully passing the exam from FPSB Indonesia.