REACH YOUR DREAM THROUGH PERSONAL FINANCIAL PLANNING
Dr. Sylviana Maya Damayanti
Lecturer at SBM ITB
Financial planning is a process to help us or clients to reach their financial objectives through a systematic comprehensive financial plan development. Financial planners develop an investment strategy that appropriates with the characteristics people to reach “DREAMS”
“If you fail to plan, you plan to fail”
In our life, it will be a cycle from we are childhood, high school and college, early family formation and early start working (get salary), career development, having children start to thinking about education for children, pre-retirement until retirement.
In this class, we will learn about how to make a plan for our financial life so we can “die rich” not “die broke”
You will learn:
– Understanding of Financial Planning Process
– Skill to make an assessment of any financial planning situation
– Skill to allocate and calculate resource to achieve financial goals
– Know the market instrument and how to use them
– Understanding the theory of asset, risk, education planning, retirement planning, estate planning and tax management.
– Skill to analyze and write a comprehensive report for any financial situation
What to bring?
– Future plan and dreams!
– Calculator and stationeries
Personal Financial Plan
– Fresh Graduates
– Anyone who wants to plan and achieve their dreams!
Ticket Price: IDR 150.000
(including e-certificate and light meals)