Certified Financial Planning

OBJECTIVES

BINUS Certified Financial Planning Program is designed to measure the basic technical competence of a financial planner, including :

  • Technical knowledge and the application of such knowledge;
  • Understanding of professional responsibilities;
  • Exercise of good judgment.

The purpose of this course is to assist the candidates in preparing themselves to pass the financial planning examination from IFPI, and to provide thorough knowledge and practical examples for anyone who wishes to learn more about financial planning.

This course is divided into four modules, in compliance with the CFP® curricula :

  • Foundation in Financial Planning
  • Investment Planning
  • Risk Management and Insurance Planning
  • Retirement, Income Tax and Estate Planning

Why CFP

  • Direct consultation from our experienced instructors.
  • Training attendance certificate
  • Intensive and good size of classes
  • Full access to BINUS JWC facilities, including a special fee for the next programs
  • Special fee for participants from the Corporate Founder Members of FPAIndonesia
  • After hours session to avoid the conflicting with working hours
  • The flexibility of the program to allow you to join the necessary parts.
  • The program is especially designed to allow anybody who wishes to learn Financial Planning

COURSE SCHEDULE

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Modul I : Foundation in Financial Planning (Included examination)

Batch 11, May 2 – 30, 2008
Class option:

  • Weekdays: Monday, Wednesday & Friday, 07.00 – 09.00 pm
  • Weekend: Saturday, 09.00 am – 04.15 pm

Modul II : Investment Planning (Included examination & Pre-requisite: Module1)

Batch 10, June 14 – July 12, 2008
Every Saturday, 08.00 am – 03.00 / 05.15 pm

Modul III : Risk Management & Insurance Planning (Included examination & Pre-requisite: Module 1)

Batch 7, August 2 – 23, 2008
Every Saturday, 09.00 am – 04.00 pm

Modul IV : Retirement Planning, Income Tax and Estate Planning (Included examination & Pre-requisite: Module 1, 2, 3, 4)

Batch 6, September 13 – October 13, 2008
Every Saturday, 08.00 am – 05.15 pm

COURSE FEE

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Module I Foundation in Financial Planning Rp. 2.200.000,-
Module II Investment Planning Rp. 2.200.000,-
Module III Risk Management & Insurance Planning Rp. 2.200.000,-
Module IV Retirement Planning, Income Tax and Estate Planning Rp. 5.500.000,-

INSTRUCTOR

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Only qualified facilitators & professionals will facilitate the learning process. They are:

  • CFA ® (Chartered Financial Analyst);
  • CFP ® (Certified Financial Planner);
  • ChFC (Chartered Financial Consultant);
  • RFP- Indonesia (Registered Financial Planner);
  • Professionals/experts on the selected subjects;
  • DR or Ph. D in Financial Services

List of Instructors:

  • Antony Japari, MBA, ChFC, RFP-I (Mega Life)
  • Bowo W. Suhardjo, ChFC (Danareksa Investment Management)
  • Edwind A. Satyabrata, MBA, ChFC (ABN AMRO Bank)
  • Hotbonar Sinaga, ChFC ( Ketua Sekolah Tinggi Manajemen Asuransi Trisakti )
  • Heru Yuwono Liem, MBA, FLMI, ChFC (Axa Life)
  • M. Ichsan, MsFin., ChFC, RFP-I (Prime Planner)
  • M. Hanif, ChFC (PT. Danareksa (Persero))
  • Michael T. Tjoajadi, ChFC (Schroders Investment Management Indonesia)
  • Nicky Theng, CFP, AAPA (AIG Life)
  • Risza Bambang, ChFC (Shildt Consulting)
  • S. Budisuharto, ChFC (AIG Life)
  • Sri Wahyuni Sujono, BBA, ChFC (SF Consulting)
  • Tedy Fardiansyah, MM (Bank Niaga)
  • Tri Djoko Santoso, ChFC (Panin Life)

COURSE MATERIAL

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Curriculum

CFP 1 : Foundation in Financial Planning

  • The Professional World of the Financial Planner, and The Financial Planning Process
  • Personal Financial Statement
  • The Time Value of Money
  • Investment Principles
  • Debt Instruments
  • DR or Ph. D in Financial Services
  • Equity and Other Investments
  • Unit Trusts
  • Risk Management – Life and Health Insurance
  • Risk Management – General Insurance
  • Income Tax Planning
  • Retirement Planning
  • Estate Planning Examination

Examination

CFP 2 : Investment Planning

  • Basic Concepts of Investment
  • Introduction to the Indonesian Capital Market
  • Financial Statement Analysis
  • Asset Allocation and Portfolio Diversification
  • uity Analysis
  • Fixed Income Securities
  • Introduction to Derivatives Instruments
  • Unit Trusts

Examination

CFP 3 : Risk Management & Insurance Planning

  • Introduction to the Insurance Industry in Indonesia
  • Risk Management Concepts
  • Fundamentals of Life Insurance
  • Personal Financial Planning and Life Insurance
  • Traditional Life Insurance, Unit Linked, and Syariah
  • Long Term Care, Disability and Annuity
  • Health, Medical and Group Insurance
  • Selection Process and Risk Classification
  • Personal General Insurance

Examination

CFP 4 : Retirement, Income Tax and Estate Planning

  • Introduction to Retirement Planning
  • The Need for Protection—Health and Life Insurance
  • Annuity Concept and Program
  • Retirement Program Provided by the Company
  • Retirement Program Provided by the Government
  • Case Study
  • Introduction to Income Tax Planning
  • Income Tax Planning
  • SPT Tahunan Pajak Penghasilan WP Orang Pribadi
  • Case Study
  • Introduction to Estate Planning
  • Estate Planning Process
  • Wealth Distribution
  • Marriage and Family Law
  • Tax on Estate
  • Life Insurance and Wealth Distribution Planning
  • Business Continuity and Wealth Distribution Planning

Examination

PARTNERSHIP

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This program is under the cooperation between EDP BINUS and Financial Planner Association Indonesia (FPAIndonesia).
Visit FPAIndonesia: www.fpaindonesia.org

REGISTRATION FORM

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registration form

Last update : November 30, 2007