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Program Sertifikasi Profesi AWP (Associate Wealth Planner Certification)

Program detail

Program summary

Suitable for

Trainer

Syllabus

Class review

Program summary

The AWP program is a comprehensive digital-based financial planning program. Syllabus according to FPSB Indonesia standards, includes:

  • Financial planning concept, budget pattern, and managing debt.
  • Choice and priority of financial goals: emergency fund, education fund, old age fund, house buying fund, and life insurance protection.
  • Accurate calculation of the funds needed for each financial goal.
  • Publish financial planning reports that can be modified as needed.
  • Send financial planning reports to clients via WA and email quickly and professionally.

Participants who pass this program will get a professional degree as an Associate Wealth Planner (AWP).

In-house

Finance, Tax, & Accounting

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Program Sertifikasi Profesi AWP (Associate Wealth Planner Certification)

Rp 3.725.000

Level

Basic

Delivery method

Online & offline

Duration training

8 hours x 2 days