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Currently works as an Investment Analyst at Halofina. Since 2012 he has been interested in the investment field, starting from attending Capital Market School Levels 1 and 2, writing a thesis in the capital market field, becoming the Chair of the Telkom University IDX Investment Gallery, and being active as an Ambassador and Regional Head of the Investor Saham Pemula, a community to learn investment in capital market for beginner.
After that, he continued his studies with a concentration in finance at the Master of Science in Management, SBM ITB. In the realm of professional career, he obtained the Wakil Manajer Investasi (WMI) certification from OJK and Certified Financial Planner (CFP) from FPSB.
At Halofina, he had many opportunities to work on dozens of Financial Planning Reports for Individuals and Families. In addition, he is also an Associate at Visi Financial, a company that focuses on education and financial consulting based on Islamic worldview.
Master Degree, Management Science
2016 – 2019
Bachelor’s Degree, Finance and Financial Management Services
2011 – 2015
Company Name : Halofina
Dates Employed : Nov 2021 – Saat ini
Bandung, West Java, Indonesia
Company Name : Halofina
Dates Employed : Jul 2020 – Saat ini
Bandung, West Java, Indonesia
Company Name : Halofina
Dates Employed : Apr 2020 – Jun 2020
Bandung, West Java, Indonesia
Company Name : School of Business and Management ITB
Dates Employed : Sep 2019 – Jan 2021
Bandung, West Java, Indonesia
Company Name : Kakatu
Dates Employed : Feb 2018 – May – 2019
Bandung, West Java, Indonesia
Company Name : Kakatu
Dates Employed : Sep 2017 – Jan 2018
Bandung, West Java, Indonesia
Company Name : Central Bank of Indonesia
Dates Employed : April 2016 – Jul 2016
Company Name : Telekomunikasi Indonesia
Dates Employed : Jun 2014 – Jul 2014
Bandung, West Java, Indonesia
PEBS FEB UI
Diterbitkan Nov 2020
Otoritas Jasa Keuangan
Diterbitkan Jul 2020
Financial Planning Standards Board Ltd.
Diterbitkan Dec 2020
Credential ID 20000633
| No. | Day | Time | Note |
|---|---|---|---|
|
1 |
Senin - Jumat |
17:00 - 18:00 WIB |
Diluar jam tersebut tentative |
| Package |
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|
|
|---|---|---|---|
| Workload | Mendengarkan masalah, menjelaskan dasar financial planning. | Mendengarkan masalah, memahami dasar financial planning dan tujuan keuangan, Financial check (surplus/defisit), Fact Finding Client, Merumuskan realisasi tujuan keuangan (ex: 2 tahun lagi saya ingin menikah). | Mendengarkan masalah, memahami dasar financial planning dan tujuan keuangan, Financial check (surplus/defisit), Fact Finding Client, Merumuskan realisasi tujuan keuangan (ex: 2 tahun lagi saya ingin menikah). |
Result
|
Menjelaskan pondasi financial planning dan post keuangan (hutang, pengeluaran pokok, investasi/sedekah, pengeluaran tersier) dalam bentuk lisan. | Tujuan keuangan, Fact Finding Client, Financial check (surplus/defisit), Risk Profile, 1 realisasi tujuan keuangan, rekomendasi alokasi aset investasi. | Tujuan keuangan, Fact Finding Client, Financial check (surplus/defisit), Risk Profile, 2 realisasi tujuan keuangan, rekomendasi alokasi aset investasi, pilihan reksa dana terbaik. |
| Delivery Time | 0 day | 1-2 day | 2-3 days |
| Total |
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