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Financial Review Session

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Our Class

Each training and certification modules are in accordance to tried-and-tested financial planning standards. Classes are available both online and face-to-face. Each class and modules are presented by trained professionals with actual flight-hours in the finance industry.

AWP
Associate Wealth Planner

Certification module for individual finance. Highly recommended for general public, especially those with keen interest in personal finance, as well as financial professionals.

AWP - S
Associate Wealth Planner Syariah

Pelatihan dan ujian Waqf Planning dikembangkan oleh FPSB Indonesia dengan dukungan Komite Nasional Keuangan Syariah (KNEKS) berupa buku pedoman perencanaan wakaf.

QWP
Qualified Wealth Planner

Program Pelatihan dan Sertifikasi Perencanaan Keuangan yang lebih advance. Anda dilatih untuk membuat laporan keuangan, menghitung rasio-rasio kesehatan keuangan, dan membuat book plan. Disupport dengan software QWP yang praktis dan user friendly.

QLP
Qualified Legacy Planner

This is a 2-day course with focus on practical legacy planning process. Complemented with a thorough syllabus, and reasonable rate.

RFP
Registered Financial Planner

Stepping course toward the complete Certified Financial Planner title.

In cooperation with Institute Financial Planning Indonesia.

CFP
Certified Financial Planner

The ultimate certification for professionals in recognition to their capability to comprehend financial planning as a whole as well as producing a complete plan for their clients.

In cooperation with Institute Financial Planning Indonesia.

Private Consultation

Dapatkan 30 menit konsultasi pribadi secara free. Kami siap membantu Anda.

Silahkan buat jadwal konsultasi Anda!

Ngopi Pintar

Ngopi Pintar adalah program edukasi perencanaan keuangan dengan durasi pendek yang kami laksanakan secara casual dan ringan, sembari menikmati kopi. Terbuka untuk umum.

Undangan Pembicara

Kami siap membantu memberikan edukasi keuangan untuk karyawan, client gathering, event community, dan event-event lain di perusahaan Anda. 

Our Program and Service

Program kami meliputi:

  1. Program pelatihan dan sertifikasi perencanaan keuangan AWP (Associated Wealth Planner) & QWP (Qualified Wealth Planner) dari AWP Academy & QWP Academy (dua program sertifikasi yang di endorsed oleh FPSB Financial Planning Standard Board Indonsesia.
  2. Program edukasi perencanaan keuangan (Ngopi Pintar)

Testimonials

What People Say About Our Services

Our Clients

Our Journey

Perjalanan kami dalam bidang financial planning sudah kami mulai dari tahun 2017 dengan program Ngopi Pintar. Ini adalah contoh kolaborasi dan perjalanan kami dengan berbagai pihak dalam program edukasi perencanaan keuangaan.

Our Values

We ensure the implementation of Good Corporate Governance in doing business. We also strive to uphold the following values to our Stakeholders

Loyalty

We always stand in the best interest of our clients and business partners, whilst observing guidelines of regulatory bodies. We believe this practice shall bringabout a beneficial and prosperous business growth for years to come

Nurture

Our initiatives will always in the interest of creating a greater good for people and environment around us

Attitude

We ensure our team is doing each work with the right attitude

L

I

N

T

A

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Ingenuity

We genuinely believe each and every initiative that we provide for the service of the general population will improve common prosperity

Trust

Your trust is the utmost privilege in every aspect of our relationship

Resourceful

We shall go to the best extent of our knowledge and nertworking to provide you with the best ideal and reliable solution for your needs.

Loyalty

We always stand in the best interest of our clients and business partners, whilst observing guidelines of regulatory bodies. We believe this practice shall bringabout a beneficial and prosperous business growth for years to come

Ingenuity

We genuinely believe each and every initiative that we provide for the service of the general population will improve common prosperity

Nurture

Our initiatives will always in the interest of creating a greater good for people and environment around us

Trust

Your trust is the utmost privilege in every aspect of our relationship

Attitude

We ensure our team is doing each work with the right attitude

Resourceful

We shall go to the best extent of our knowledge and nertworking to provide you with the best ideal and reliable solution for your needs.

Corporate Culture

Professionalism
Empowering People
Enviromental Care
Teamwork

Hubungi Kami

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