Training & Certifications

RFP® (Registered Financial Planner®)

RFP® Certification is designed for those seeking a respectable financial certification but not yet qualified to obtain CFP® (Certified Financial Planner) Certification. RFP® Certification from Multimatics is designed for those who wish to be trained and certified in Risk Management and Investment Management aspect of financial planning. By having the RFP® credential, you are to be acknowledged to have a recognized competency status among your peers. Your valuable customers view RFP® Certification as an indication a qualified and trustworthy insurance and investment advisors.

There are 2 branches of RFP® Certification, RFP®-Insurance and RFP®-Investment. RFP®-Insurance focuses on Insurance Planning as the education modules required are Module 1 and Module 2, and the exam required is CFP® Exam 1. RFP®-Investment from Multimatics is an extended version of RFP®-Insurance with an extra education module and the exam required is CFP® Exam 2. For obtaining RFP®-Investment, the required modules to be studied in Multimatics are Module 1, Module 2, and Module 3.

Program Objectives

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

  1. Demonstrate the understanding for the concept of Financial Planning Advisory, Cash Management, Personal Risk Manage, Investment Portfolio Management
  2. Understand client’s need through the internationally approved Financial Planning process and properly deliver a tailored solution suitable for the client’s need in Cash and Credit Management, Risk Management, and Investment Portfolio Management
  3. Properly and comprehensively profile client’s investment risk profile and investment preference
  4. Be prepared for RFP® Examination

Target Audience

This program is designed for executive professionals who are working in the Financial Industry as Wealth Manager, Investment Advisor, Financial Consultant, and for those wishing to practice the profession of Financial Planner. It is also designed for those who wish to be recognized in the theoretical knowledge and practical application of wealth creation, accumulation, and preservation in Financial Organization such as in Banking, Insurance, Mutual Fund, Asset Management, and Stock Brokerage.

Duration

This program is 4 days of intensive training class.

Requirement

Participants are required to have the following :

  1. Bachelor degree (S1) of any qualification and minimum 1 (one) years of relevant work experience or
  2. Diploma (D3) of any qualification and minimum 3 (three) years of relevant work experience

Assessment

At the end of the program, the participants will be assessed with 2 hours of RFP® Exam.

Award

RFP® 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 and process
  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. Principles of insurance and legal principles in Insurance Contract
  3. Life insurance and unit link insurance
  4. General insurance and health insurance management
  5. 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, shares, and bonds analysis
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