FAST TRACK PROGRAM
March 2012
EDUCATION PROGRAM DUAL DESIGNATION
DIPLOMA FINANCIAL PLANNING (DFP)
&
CFP
®CERTIFICATION
The Four "E's" :
Education
Examination
Experience
Ethics
ASIAN BANKING FINANCE & INFORMATICS INSTITUTE PERBANAS
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.
“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
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 holder’s career as personal financial planner • Build Thrust in The Heart of Clients
Aspects of Financial Planner Success [Scale of 1 – 4]
(1) People/Communication Skills 3.68
(2) Having the CFP Certification 3.43
(3) Referrals from Clients 3.35
(4) Keeping up with Continuing Education 3.34
(5) Educational Background 3.26
(6) Specialization 2.81
PATH TO CFP® CERTIFICATION
EDUCATION PROGRAM DIPL. FP & CFP® CERFITICATION
• Prepare the participants to take CFP® examination by FPSB Indonesia.
• Designation Dipl. FP by ABFI Institute Perbanas, Certificate of Proficiency by BNSP and CFP® by Financial Planning Standards
Board (if Pass The Examination).
WHY
CFP® CERFITICATION PROGRAM IN ABFI INSTITUTE
PERBANAS IS UNIQUE
• Having Fast Track Program for CFP Examination Preparation.
• Candidates of CFP from ABFI Perbanas were 100 % passing The CFP Examination.
CURRICULUM
(1 session = 2 hours)
Session Topic : Module 1
Foundation of Financial Planning
Schedule Saturday 2012
1 Financial Planning Process & Ethics March 31, 08.00–10.00 2 The Time Value of Money March 31, 10.15–12.15 3 Personal Financial Statements March 31, 13.00–15.00 4 Liabilities Management March 31, 15.15–17.00
Session Investment Planning Topic : Module 2 Saturday 2012 Schedule
1 Investment Principles & Capital Market April 7, 08.00 – 10.00 2 Mutual Funds & Unit Trust April 7, 10.15 – 12.15 3 Fixed Income Analysis & Valuation April 7, 13.00 – 15.00 4 Equity Analysis 1 : Risk – Return Fundamental & Asset Allocation April 7, 15.15 – 17.00 1 Equity Analysis 2 : Stock Valuation April 14, 08.00 – 10.00 2 Intro to Derivative Instrument - Options April 14, 10.15 – 12.15
Session Topic : Module 3
Risk Management & Insurance Planning
Schedule Saturday 2012
3 Personal Risk Management Concepts April 14, 13.00 – 15.00 4 Life Insurance & Personal Financial Planning April 14, 15.15 – 17.00 1 Traditional Life Insurance & Unit Linked April 21, 08.00 – 10.00 2 Syariah Insurance Concept April 21, 10.15 – 12.15 3 Personal General Insurance April 21, 13.00 – 15.00 4 Long Term Care, Disability & Annuity April 21, 15.15 – 17.00 1 Health, Medical & Group Insurance April 28, 08.00 – 10.00
Session Topic : Module 4
Retirement, Tax & Estate Planning Saturday 2012 Schedule
2 Annuity & Retirement Planning April 28, 10.15 – 12.15 3 Marriage & Family Law April 28,13.00 – 15.00 4 Estate Planning Process & Distribution April 28, 15.15 – 17.00 1 Company & Government Retirement Program May 5 , 08.00 – 10.00 2 Income Tax Planning & Tax on Estate May 5, 10.15 – 12.15 3 Life Insurance, Business Continuity and Wealth
Distribution Planning May 5, 13.00 – 15.00
Session Financial Planning Construction Topic : Module 5 Schedule
Saturday 2012
4 Guide to Construct Financial Planning For Clients May 5, 15.15 – 17.00 Exam Modul 1,2,3 & 4 May 12, 08.00 – 13.00
Exam CFP® 1 & 2 May 25, 09.00 – 15.30
INSTRUCTORS :
The DFP Education Program (CFP® examination preparation course) at ABFI Institute Perbanas is taught by financial planning professionals who combine extensive practice experience with solid teaching expertise.
• Tedy Fardiansyah, MM, FRM®, CFP®, ERMCP (Financial Practitioner )
• Michael T. Tjoajadi, ChFC (Schroders Inv. Management)
• David Sutoyo, MM, CFP® (Prudential)
• M.J. Widijatmoko, SH, (Notaris PPAT)
• Shaifie Zein, CFP® (NasionalRe)
• Embun Prowanta, MM, CFP® (Perbanas Institute)
• Toga Buana Lubis, MM, CFP® (Financial & Tax Planner)
• Dra. Irene M. Salaki, (Tax Consultant & Public Accountant)
• Sapto Ciptadi, MSc, CFP® ( Pertamina )
• Other Qualified Instructors
INVESTMENT
• For DFP Education Program/CFP Exam Preparation Course:
IDR 10.000.000 (net of taxes) for each participant for 5 modules. The Company sent participants more than 3 person will get discount 10 %.
• For CFP Examination: Rp. 400.000/exam for CFP 1, CFP 2, CFP 3 and Rp. 1.000.000/exam for CFP 4, must be paid to FPSB Indonesia, one month before CFP Examination Date.
INFORMATION & REGISTRATION
Contact Person : Irma and AjiTraining Unit of Center of Research
ABFI Institute Perbanas, Gd. Unit V lantai 7, Jl. Perbanas, Karet Kuningan, Jakarta 12940.
phone. 021-5252533, 5222501 Ext. 5711/5712, Fax. 5228460. Mobile : 0815-86239964
