PROPOSAL FAST TRACK PROGRAM 2015 CERTIFIED FINANCIAL PLANNING (CFP )

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1 PROPOSAL FAST TRACK PROGRAM 2015 CERTIFIED FINANCIAL PLANNING (CFP ) The Four "E's" : Education Examination Experience Ethics PERBANAS INSTITUTE

2 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 knowledgeable 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 CFP - Preparation Course Proposal 2

3 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. 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 Survey of Trends in Financial Planning, College for Financial Planning CFP - Preparation Course Proposal 3

4 PATH TO CFP CERTIFICATION EDUCATION PROGRAM CFP CERFITICATION Prepare the participants to take CFP examination by FPSB Indonesia. Designation for Certificate of Proficiency by BNSP and CFP by Financial Planning Standards Board (if Pass The Examination). 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 Perbanas Institute were 100 % passing The CFP Examination. Having High Qualified Instructors Having strategic place. Having Main Clients (Standard Chartered Bank, Prudential) CFP - Preparation Course Proposal 4

5 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. INSTRUCTORS : The CFP examination preparation course at Perbanas Institute is taught by financial planning professionals who combine extensive practice experience with solid teaching expertise. INVESTMENT FOR IN-HOUSE TRAINING Fee Course for CFP Exam preparation is IDR 12,000,000 (net of taxes) for each participant for 4 modules or IDR 3,000,000 for each module 1, 2, 3 and module 4 & 5 for at least 15 participants. The Course fee is including Module CFP, reading material, training kit & certificate. For e-learning IDR /participant/module during 3 month. For CFP Examination : IDR /exam for CFP 1, CFP 2, CFP 3 and IDR /exam for CFP 4, must be paid to FPSB Indonesia, one month before CFP Examination Date. IFORMATION & REGISTRATION Training Center Perbanas Institute Jalan Perbanas, Karet Kuningan, Setiabudi Jakarta Indonesia Contact Person: Anto & Yersi, Telp. (021) , ext 6207 & 6209, Fax. (021) website: & [email protected] CFP - Preparation Course Proposal 5