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Peni Rahmadani – Titik Temu
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Peni Rahmadani

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Financial Planning
Ekonomi Syariah
Produk Investasi

Peni Rahmadani, SE., ME., CFP., QWP, saat ini bekerja sebagai Investment specialist Manager di Indo Premier Sekuritas. sejak tahun 2015 telah banyak berkiprah di bidang investasi dan keuangan. aktif mengikuti training dan memiliki sertifikasi Certified Financial Planner (CFP) dan Qualified Wealth Planner (QWP) dan banyak kegiatan training lainnya.

Education
Trisakti University

Master of Economics, Islamic Economics and Finance
2018 – 2020

Universitas Islam Negeri Jakarta

Bachelor of Economics, Islamic Banking
2012 – 2016

Magister Manajemen FEB UGM

Certified Financial Planner (CFP), Finance

Work Experience
Investment Specialist Manager

Company Name : Indo Premier Securities
Dates Employed : Sep 2021 – Saat ini 
Jakarta, Indonesia

Investment Specialist

Company Name : Indo Premier Securities
Dates Employed : Mar 2020 – Sep 2021
Jakarta, Indonesia

Trainer Specialist

Company Name : Indo Premier Securities
Dates Employed : Jan 2019 – Feb 2020
Jakarta, Indonesia

Head of Collection Purwakarta Branch

Company Name : FIFGROUP
Dates Employed : Jan 2018 – Dec 2018

Junior Officer Development Program

Company Name : FIFGROUP
Dates Employed : Mar 2017 – Dec 2017

Jakarta Selatan, Indonesia

Broker Dealer

Company Name : Mandiri Sekuritas
Dates Employed : Nov 2016
Jakarta Barat, Indonesia

Licenses & certifications
Certified Financial Planner

FPSB Indonesia
Diterbitkan Oct 2021

Workshop Financial Planning

Oneshield Software
Diterbitkan Dec 2020

Qualified Wealth Planner

FPSB Indonesia
Diterbitkan Nov 2019

Wakil Perantara Perdagangan Efek

TICMI

Expertise
Analisis Investasi
4/5
Ekonomi Syariah
4.5/5
Financial Planning
4.5/5
Produk Investasi
4.5/5
Available Schedule
No. Day Time Note
1
Rabu
20.00 - 21.00 WIB
2
Sabtu
14.00 - 16.00 WIB
2 Sesi
3
Minggu
14.00 - 16.00 WIB
2 Sesi

Compare Packages

Package

Rp 150K Rp 50K

BASIC 10 menit konsultasi melalui video-call

Rp 700K Rp 500K

STANDARD 1x pertemuan (60 menit/pertemuan) konsultasi melalui video-call

Rp 1.300K Rp 1.000K

PREMIUM 2x pertemuan (120 menit/pertemuan) konsultasi melalui video-call
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

Rp 150.000 Rp 50.000

Rp 700.000 Rp 500.000

Rp 1.300.000 Rp 1.000.000

Compare Packages

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