PROPOSAL

FAST TRACK PROGRAM 2016

CERTIFIED FINANCIAL PLANNER (CFP)

PROGRAM DESCRIPTION
CFP Is stand for CERTIFIED FINANCIAL PLANNER by Financial Planning Standards Board (FPSB) Indonesia. CFP is
international certification program for financial service industry professionals. The purpose of CFP certification is to
enhance the competency and build good reputation in order to service the clients more professionally.

CERTIFIED FINANCIAL PLANNER is the recognized standard excellent for financial advisory services such as Financial
Planning, Retail Banking, Insurance, Mutual Fund, Estate Planning and Wealth Management.
The Certified Financial Planner or CFP, designation is considered the gold standard in this crowd. CFPs are required to be
knowledgable about financial-planning topics including insurance, employee benefits, investments, taxes and estate
planning ( Wall Street Journal, 1/28-29/06)
With over 2.5 million clients, more CERTIFIED FINANCIAL PLANNER(TM) practitioners than any other firm, strong asset
management capabilities, and a robust insurance and annuities business, Ameriprise Financial will be a leader in the
industry.
Jim Cracchiolo, chairman and CEO of AEFA (American Express Financial Advisors) announcing the launch of Ameriprise Financial

More than 60% of Financial planners and wealth manager specialist working in banks in Canada are CFP, and about
40% are PFP from bankers Association
Financial Planning Standards Council of Canada

Indonesia CFP certification have the highest qualification among local financial planner certification institutes as well as
other CFP certification institutes in the world. Currently, The 102,099 CFP holders in the world.

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BENEFITS Of CFP CERTIFICATION

Become a Professional Financial Planner with international standard certification

Thorough Understanding in all aspects of personal financial planning process.
Build skills in investment, insurance, pension, tax and estate planning.
Enhance the holders career as personal financial planner
Build Thrust in The Heart of Clients
Aspects of Financial Planner Success

[Scale of 1 4]

People/Communication Skills

3.68

Having the CFP Certification

3.43

Referrals from Clients

3.35

Keeping up with Continuing Education

3.34

Educational Background

3.26

Specialization

2.81
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PATH TO CFP CERTIFICATION

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EDUCATION PROGRAM CFP

CERTICATION
Prepare the participants to take CFP
examination by FPSB Indonesia.
Designation for Certificate of Proficiency by
BNSP and CFP by Financial Planning Standards
Board.
Pass the CFP Exam
Satisfy the Fitness Standards
Meet the Experience Requirement
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WHY CFP CERFITICATION PROGRAM

AT PERBANAS INSTITUTE
Perbanas is The CFP Authorized Education
Provider
Having Fast Track Program for CFP Examination
Preparation.
Having e-learning to enhance the quality of
participants
Candidates of CFP from ABFI Perbanas were 100 %
passing The CFP Examination.
Having High Qualified Instructors
Having strategic place.
Having Main Clients (Standard Chartered Bank,
Permata Bank)
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SUCCESS STORIES CFP PERBANAS

PROGRAM
Reducing Turnover employees in Marketing Division,
from 40 % to become 14 %.
Changing approach to client, from selling products to
become financial planner of customer.
Based on internal survey, Participants are satisfied
and enjoy for CFP Program.
CFP Program become one of benefit for a new
employee to join The Company.
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CURRICULUM

M
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1

Session

Topic 1 : Foundation of Financial Planning

Financial Planning Process & Ethics

Personal Financial Statements

The Time Value of Money

Personal Risk Management Concepts

Investment Principle

Debt & Equity Instruments

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M
o
d
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2

Session

Topic 2 : Investment Planning

The Capital Market

Mutual Funds & Unit Trust

Equity Analysis 1 : Portfolio Management

Equity Analysis 2 : Stock Valuation

Fixed Income Analysis 1

Fixed Income Analysis 2

Derivative Securities - Options

Asset Allocation Decision and Portfolio Diversification

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M
o
d
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e

Session

Topic 3 : Insurance Planning

Basic Concept & Contract Insurance

Unit Linked Product

Health Insurance

Personal General Insurance

Life Insurance

Systematic Approach for Polish Selection

3
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M
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4

Session

Retirement, Tax & Estate Planning And

Financial Planning Construction

Income Tax Planning & Tax on Estate

Case Study ( Tax Planning)

Estate Planning Process & Distribution (1)

Estate Planning Process & Distribution (2)

Company & Government Retirement Program

Annuity Concept & Retirement Planning

Guide to Construct Financial Planning For Clients

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INSTRUCTORS :
The CFP examination preparation course at Perbanas Institute is taught by
financial planning professionals who combine extensive practice experience
with solid teaching expertise.

Our Instructurs:
Michael T. Tjoajadi, ChFC (Schroders Inv. Management)
M. Ichsan, M. Fin, CFP, QWP (Independent Financial Planners)
Haryajid Ramelan, MM, CFP , CSA, CRP (Capital Market Practitioner)

Embun Prowanta, MM, CSA, ERMCP, CRP, CFP (Perbanas Institute)

Ricky Ihsan, CFA, FRM, CSA, CRP, CFP (Investment & Financial Practitioner)
Dra. Irene M. Salaki, (Tax Consultant & Public Accountant)
Henra, CFP , QWP (Independent Financial Planners)
M. Andoko, MM, QWP, CFP (Independent Financial Planners)
Other Qualified Trainers
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INVESTMENT FOR PUBLIC TRAINING

Fee Course for CFP Exam preparation is IDR 11,000,000 (net of
taxes) for each participant for 4 modules or IDR 2,750,000 for each
module 1,2,3 and module 4 for at least 12 participants. If the
participants are less than 12 participants, Perbanas will charge for
minimum participants..

For CFP Examination : IDR. 500.000/exam for CFP 1, CFP 2, CFP 3

and
IDR. 1.200.000/exam for CFP 4, must be paid to FPSB Indonesia,
one month before CFP Examination Date.

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Direktorat Pendidikan Profesional Perbanas Institute

Jalan Perbanas, Karet Kuningan, Setiabudi Jakarta, 12940 Indonesia
Contact Person : Imam dan Vanesa, Telp. (021)-5252533, 5222501 04 ext 6201 Fax. (021) 5228460
http://trainingcenter.perbanas.id
trainingcenter@perbanas.id

OUR PARTNERS:

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THANK YOU
Training & Consulting

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