WEEK 1
1. Basic Financial Planning 1.5
2. Financial Planning Process 1.5
3. Data Gathering Questionnaire & Risk Profiling 1.5
4. Cash Flow Analysis & Debt Management 1.5
5. Emergency Fund 1.5
WEEK 2
1. Time Value of Money – Education Plan and others goals 1.5
(including software financial calculator)
2. Retirement Planning 1.5
3. Fundamental of Life Insurance 3
4. Fundamental of General Insurance 1.5
WEEK 3
1. Investment Product 1.5
2. Stock Analysis 1.5
3. Bonds Analysis 1.5
4. Mutual Funds 3
WEEK 4
1. Estate Planning 1.5
2. Plan Structure 1.5
3. Quiz (Multiple choice + case study) 2
4. Rich Game (Investment simulation – Board Game) 1.5
Assignment : To construct 2 Financial Plan
Silakan cek jadwal training di SINI