WEEK 1
1. One to one Marketing 3
2. Personal Financial Ratio and Simple Asset Alocation 1.5
3. How to use Unit Linked Insurance product 1.5
4. General Insurance – Clausal 1.5
WEEK 2
1. Tax Planning – Pph 21, 22, 25 3
2. Financial Statement Analysis 1.5
3. Portfolio Management 1.5
4. Plan Outline 1.5
WEEK 3
1. Pension Plan (DPPK, DPLK & Jamsostek) 1.5
2. Estate Planning – Pre-Neuptual Agreement 1.5
3. Estate Planning – Trust Fund 1.5
4. Quiz – Multiple Choice 1
Assignment for RFA :
- Completed Basic + 2 Financial Plan
- To construct and to present 1 Comprehensive Financial Plan based on real case/client
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