Pelatihan & Sertifikasi Chartered Financial Planner (CFP) AAFM 2026
Pelatihan & Sertifikasi
Chartered Financial Planner
American Academy (AAFM & GAFM)
(Sertifikasi Internasional)
Program Sertifikasi Kompetensi Internasional – Tigafa Prima Solusi
Konsultasi Pendaftaran (Fast Response):
NisaDeskripsi Program
Financial Planning is a field which crosses many different learning areas and integrates knowledge from these learning areas. The curriculum has been designed according to the international curriculum standards as set out by the international body which namely, the American Academy Financial Management and the Global Academy of Finance and Management (GAFM).
A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners). Financial planning should cover all areas of the client’s financial needs and should result in the achievement of each of the client’s goals as required, and this demands for a professional and reliable consultant in the field.
The AAFM® certification process, administered by GAFM Board, identifies to the public that those individuals who have been authorized to use the AAFM® certification marks in the globe have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The course is enriched with actual financial planning case studies which are aimed toward the enhancement of participants knowledge and the financial planning insights, and capability to cope with professional certification.
Materi Pelatihan (Modules)
- Module 1: Introduction to Financial Planning
- Module 2: Risk Analysis and Insurance Planning
- Module 3: Retirement Planning and Employee Benefits
- Module 4: Investment Planning
- Module 5: Tax and Estate Planning
- Module 6: Advanced Financial Planning
- Case Studies: Financial Planning Case Studies
✔ Tujuan Pelatihan
- • Gain a firm grasp of financial planning concepts and the practice of personal financial planning.
- • Understand time value of money concepts and risk management/insurance techniques.
- • Apply financial planning knowledge in an integrated approach to real-life situations.
- • Advise individuals, families, and small businesses on a variety of complex financial issues.
- • Prepared to take the certification and examination from AAFM and GAFM.
ID Target Peserta
Profil Peserta:
• Professionals who have worked as a financial advisor or planner.
• Students who want the option to take classes from anywhere “on the go”.
• People comfortable with technology and highly self-motivated.
Dokumen Wajib: CV, Scan KTP, Ijazah Terakhir, Pas Foto, & Portofolio Pengalaman Kerja Terkait (jika ada).
Metode Pelaksanaan
1. Metode Training
2. Metode Assessment (Uji Sertifikasi)
Dilaksanakan secara online/offline sesuai kesepakatan.
Teknik:
• Verifikasi Portofolio & Syarat AAFM/GAFM
• Ujian Tulis / Case Study Exam
• Wawancara Kompetensi Terstruktur
Fasilitas Peserta
- ✔
Sertifikat Pelatihan Resmi dari Tigafa Training - ✔
Sertifikasi Internasional Chartered Financial Planner (Bagi yang lulus ujian & memenuhi syarat AAFM/GAFM) - ✔
Modul Eksklusif & Training Kits (Hard/Softcopy) - ✔
Recording Training (Khusus Program Online) - ✔
Lunch & Coffee Break, Souvenir (Khusus Offline)
Running Terdekat:
Lead Instructors:
Ahmad Ridwan, S.E., M.Si., M.Prof, Acc., Ph.D (cand.), CA, CPA., BKP., CFE., CFrA., CISA and Team
Pakar perencanaan keuangan, akuntansi, audit, dan perpajakan dengan berbagai sertifikasi profesional nasional maupun internasional serta pengalaman luas sebagai konsultan dan akademisi.
Opsi Jadwal Training & Sertifikasi 2026
| Bulan 2026 | Tanggal Pelaksanaan |
|---|---|
| Maret | 31 Maret – 01 April |
| April | 07–08, 09–10, 14–15, 16–17, 21–22, 23–24, 28–29 |
| Mei | 05–06, 07–08, 12–13, 19–20, 21–22, 28–29 |
| Juni | 02–03, 04–05, 09–10, 11–12, 18–19, 23–24, 25–26, 30 Juni – 01 Juli |
| Juli | 02–03, 07–08, 09–10, 14–15, 16–17, 23–24, 28–29, 30–31 |
| Agustus | 04–05, 06–07, 11–12, 18–19, 20–21, 27–28 |
| September | 01–02, 03–04, 08–09, 10–11, 15–16, 17–18, 22–23, 24–25, 29–30 |
| Oktober | 01–02, 06–07, 08–09, 13–14, 15–16, 20–21, 22–23, 27–28, 29–30 |
| November | 03–04, 05–06, 10–11, 12–13, 17–18, 19–20, 24–25, 26–27 |
| Desember | 01–02, 03–04, 08–09, 10–11, 15–16, 17–18, 22–23, 29–30 |
*Jadwal ujian/assessment dapat menyesuaikan kesepakatan kolektif dan ketersediaan slot assessor.
Investasi & Fasilitas
Online Training
Rp 4.900.000
Min. 1 orang. Softfile modul, Sertifikat (Soft & Hard), biaya kirim sertifikat.
Yogyakarta
Rp 6.900.000
Min. 1 orang. Lokasi: Hotel Malyabhara/El Royale. Full Fasilitas Offline.
Semarang / Solo
Rp 6.900.000
Min. 2 orang. Lokasi: Hotel Ibis Simpang Lima/Ibis Solo. Full Fasilitas Offline.
Jakarta, Bandung, Surabaya, Malang
Rp 7.900.000
Min. 2 orang. Lokasi: Hotel Asyana/Amaris/Midtown/Fave. Full Fasilitas Offline.
Luar Pulau Jawa
Rp 8.900.000
Min. 3 orang. Bali, Lombok, Balikpapan, Batam. Pelayanan Prima di Hotel Pilihan.
Assessment & Certification
Rp 3.800.000
Biaya ujian sertifikasi internasional AAFM / GAFM. Sertifikat dikirim setelah dinyatakan lulus.
Daftar Klien Tigafa Prima Solusi
- ▪ PT. Adaro Minerals Indonesia
- ▪ PT. Agincourt Resources
- ▪ PT. Amman Mineral Nusa Tenggara
- ▪ PT. Angkasa Pura
- ▪ PT. Antam
- ▪ PT. Astra Honda Motor
- ▪ PT. Badak LNG
- ▪ PT. Bio Farma (Persero)
- ▪ PT. Bukit Asam
- ▪ PT. Chevron Pacific Indonesia
- ▪ PT. Freeport Indonesia
- ▪ PT. Garuda Indonesia
- ▪ PT. Indosat
- ▪ PT. Jasa Marga
- ▪ PT. Kaltim Industrial Estate
- ▪ PT. Kereta Api Indonesia
- ▪ PT. Kimia Farma
- ▪ PT. Pegadaian
- ▪ PT. Pelabuhan Indonesia
- ▪ PT. Pertamina (Persero)
- ▪ PT. Petrokimia Gresik
- ▪ PT. PGN
- ▪ PT. PLN
- ▪ PT. Pos Indonesia
- ▪ PT. Pupuk Kalimantan Timur
- ▪ PT. Sucofindo
- ▪ PT. Surveyor Indonesia
- ▪ PT. Telkom
- ▪ Bank Indonesia
- ▪ Otoritas Jasa Keuangan
- ▪ Bank Mandiri
- ▪ Bank BCA
- ▪ Bank BNI
- ▪ Bank BRI
- ▪ Bank BTN
- ▪ Universitas Indonesia
- ▪ Universitas Gadjah Mada
- ▪ Universitas Brawijaya
… Dan Ratusan Klien Strategis Lainnya