Personal Financial Planning Program (Practical Based)

Certificate of completion (supplied by PasarTrainer)

Training Material

Quiz Result

A test to assess participants' knowledge prior enrolling into this training.

Pre-Test (20 Questions - Closed Book)

* Definition
* Why it is needed
* Scope
* Applications in life

Discussing the initial introduction to financial planning.

Modul 1. What is Financial Planning?

* Financial Goals
* Life Risk
* Introduction to types of financial instruments
* Risk Profile
* Drafting a Planning

Discussing the importance of understanding that on the way to achieving financial goals, it is necessary to pay attention to the signs that must be obeyed.

Modul 2. Designing Secure & Controlled Financial Goals

* Preparation Phase (Not yet Productive)
* Productive Phase
* Unproductive Phase
* Needs and risks of each phase
* Strategies that can be done

Discusses the stages of human life, accompanied by the needs and risks at each stage.

Modul 3. Phase in Life

* Introduction to Cashflow Management
* Implementation
* Case Study
* Homework

Discuss the basic foundations of financial planning, and apply them to solve various financial problems.

Modul 4. Cashflow Management 

* Why is this important
* Evaluation of current allocation
* Allocation strategy

Discusses the expenditure and income posts that have occurred so far, and how we can wisely divide and budget them.

Modul 5. Smart Budgeting

* Debt and all kinds
* Debt background
* The debt trap
* Impact of debt
* How to manage

Discusses various forms of problems that occur around debt, and how to overcome them.

Modul 6. Debt Management

* Why is it important
* How to use the Financial Calculator

Discusses the concept of the time value of money, as well as the use of a financial calculator as a tool for implementing solutions.

Modul 7. Time Value of Money with Financial Calculator

* What is protected?
* How to calculate it?
* Case Study
* Homework

Discuss all forms of matters related to income protection.

Modul 8. Income Protection

* Why is it important?
* What is protected?
* How to calculate it?

Not many people realize that asset protection is very important, this chapter will discuss all forms of asset protection that need to be planned.

Modul 9. Asset Protection

* Why is it necessary to plan
* How to calculate it?
* Case Study
* Homework

Every dream and goal can be achieved if an evaluation of the potential income and careful planning has been carried out, this chapter discusses this.

Modul 10. “My Wish” Purchase Planning

* What is planned?
* Education Fund & Education Fund Protection
* How to calculate it?
* Case Study
* Homework

Many people do not realize that not only education funds need to be prepared, but also education fund protection, this chapter will discuss this.

Modul 11. Education Planning

* What needs to be planned? 
* Pension Fund & Pension Fund Protection 
* How to calculate it? 
* Case Study
* Homework

Retirement period, it can be a very long period, how to plan it, this chapter will discuss it.

Modul 12. Retirement Planning

* Why is it important?
* What's in it?
* How to make it?
* Case Study
* Homework

Not only companies, as individuals also need to have financial statements, this chapter will discuss this.

Modul 13. Personal Financial Report

All forms of Case Study examples in this material will be collected in this Final Case Study & Homework.

Final Case Study & Homework

This applicable program is designed not only for professionals in the financial services industry. The series of materials is structured in such a way that it can be applied to all those who want to design their life and financial goals better and programmatically. The material is very applicable, but also equipped with a deep conceptual basis so that it is useful for professionals in the financial services industry to get more customers.