Financial Planning Course: Achieve Your Life Goals

Course content

This financial planning course covers the following topics:

Effective financial planning.
Understanding how to set meaningful and important goals for you.
Understanding the Indonesian taxation system.
How to use debt to achieve your goals.
How to protect your lifestyle and assets via the use of insurance.
How to use superannuation to your benefit.
Understanding the characteristics of the various assets we can invest in.
How to choose the assets that will help you achieve your various life goals.
Estate planning is more than just Wills.
Accessing the right advice for you.

Course outcomes

Upon completion of this financial planning course, participants will be able to:

Identify and articulate meaningful life goals for themselves and their family.
Effectively use a budget to enhance their overall financial position.
Identify any debt issues and how to use debt as a wealth creating tool.
Understand how the various investments operate.
Select the investments which best help them achieve long term wealth.
Identify how to use superannuation to their advantage.
Calculate the insurance cover that is necessary to protect their lifestyle and personal assets.
Work with a specialist lawyer to develop an estate plan that is appropriate to them and their family.
Be able to select the right financial adviser for them.
Work confidently with a financial adviser.

Course suitable for

This financial planning course is suitable for anyone wishing to develop their financial literacy skills in a practical and meaningful manner.

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Kami memberikan alternatif Fasilitas atas Investasi anda dalam Program ini, diantaranya :

Sertifikat, Peralatan Training, USB, Souvenir, Lunch, Coffe Break, City Tour
Running minimal 2 Orang (Semarang, Jogja, Solo), Running minimal 3 Orang (Bandung, Jakarta), Running 4 Orang diperuntukan untuk daerah (Bali, Lombok, Manado, Balikpapan)
Kami menyediakan transportasi antar Jemput dari Stasiun/Bandara ke Tempat Pelatihan(Hotel) bagi perusahaan yang Running minim 2 Orang
Harga dilampirkan di Brosur Penawaran

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Tambahan Informasi :

1. Silahkan tanyakan ketersediaan Tanggal dan Waktu dari jadwal training terbaru apabila anda tidak menemukan waktu yang sesuai dengan jadwal anda.

2. Training dapat disesuaikan dengan kebutuhan perusahaan jika dalam bentuk In-House Training. Silahkan baca ketentuan In-House Training diwebsite kami atau hubungi kami di Nomer Mobile untuk mendapatkan Fast Respon.

3. Silahkan mengisi Form Request Training di website kami untuk mendapatkan informasi tambahan yang belum ada, atau jika anda ingin menanyakan usulan materi sesuai kebutuhan perusahaan. Hubungi kami lewat email yang tertera atau Register disini!

4. Apabila telah menerima Silabus Training, Customer dapat Request Waktu Training yang diinginkan.

5. Informasi dan Data yang jelas akan memudahkan kami untuk segera merespon permintaan anda.

Financial Planning Course: Achieve Your Life Goals