Training & Certifications

CFP® (Certified Financial Planner®)

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.

Program Objectives

At the end of the program, the participants will be able to :

  • Demonstrate the understanding for the concept of Financial Planning, Cash Management, Personal Risk Management, Investment Portfolio Management, Retirement Planning, Personal Tax Management, and Estate Planning
  • Understand client’s need through the CFP® Financial Planning process and properly deliver a tailored solution suitable to client’s need
  • Able to properly comprehensively profile client’s investment risk profile and investment preference
  • Apply the advance consultative Financial Planning Sales Talk and use FPSB’s Financial Planning Software
  • Prepare study plan for the world famous, 10 hours CFP® Examination 1-4

Target Audience

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.

Duration

This program is 6 days of intensive training class.

Requirement

Participants are required to have the following :

  • Bachelor degree (S1) of any qualification and minimum 3 (three) years of relevant work experience or
  • Diploma (D3) of any qualification and minimum 5 (five) years of relevant work experience

Assessment

At the end of the program, the participants will be assessed with 10 hours of CFP® Exam.

Award

CFP® Certification will be awarded upon successfully passing the exam from FPSB Indonesia.

Program Modules

Module 1: General Principles of Financial Planning

  1. Financial Planning concept, process, and ethics
  2. Financial statements
  3. Time value of money concept and calculation
  4. Cash flow, debt, and financing strategies

Module 2: Risk Management and Insurance Planning

  1. Fundamental concept in Risk Management
  2. Life insurance and unit link insurance
  3. General insurance and health insurance management
  4. Insurance need analysis and policy selection

Module 3: Investment Planning

  1. Fundamentals of investment and introduction to Indonesia Stock Exchange
  2. Mutual funds
  3. Investment in bonds or fixed income securities
  4. Derivatives
  5. Asset allocation and portfolio diversification
  6. Equity and share analysis

Module 4: Retirement, Tax, and Estate Planning

  1. Indonesia’s financial institution pension fund scheme
  2. Income tax laws fundamentals
  3. Income tax calculation and fundamentals
  4. Retirement planning and analysis
  5. Estate planning fundamentals
Scroll to Top