1627901541085

Sirojul Fahmi

A Certified Associate Wealth Planner and professional marketing. Currently working in one of the top media & publisher companies in Indonesia as Marketing Specialist

Education
Universitas Esa Unggul

Magister Degree, Management
2019 – 2021

STIE La Tansa Mashiro

Manajemen Keuangan
2013 – 2017

Work Experience
Product Spesialist

Company Name : PT Gramedia Asri Media (Kompas Gramedia Group
Dates Employed : April 2021 – Saat ini 
Jakarta, Indonesia

Superintendent Sales

Company Name : PT Gramedia Asri Media (Kompas Gramedia Group
Dates Employed : Des 2017 – Mar 2021 
Jakarta, Indonesia

Financial Planner Intern

Company Name : PT. Oke Finansial Indonesia
Dates Employed : Agustus 2021 – Oktober 2021

Licenses & certifications
Certificate Associate Wealth Planner

FPSB Indonesia
Diterbitkan Jun 2020
ID Kredensial –

Certified Leadership Management Associate

IEEEL Institute
Diterbitkan Nov 2020

EF SET English Certificate - Score: 61/100 (CEFR: C1 - Advanced)

EF Education First
Diterbitkan Jun 2019

Inbound Marketing Certified

HubSpot Academy
Diterbitkan Jun 2019

Expertise
Management
4.5/5
Financial Planning
4.5/5
Financial Analysis
4.2/5
Social Media Marketing
3.7/5
Available Schedule
No. Day Time Note
1
Jumat
19.00 - 20.00 WIB
2
Sabtu
09.00 - 11.00 WIB
2 Pertemuan

Compare Packages

Package

GRATIS

BASIC 10 menit konsultasi melalui video-call

Rp 250K

STANDARD 2x pertemuan (90 menit/pertemuan) konsultasi melalui video-call

Rp 500K

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) serta Pengenalan Instrumen Investasi. 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) serta Monitoring Investasi.
Result
Menjelaskan pondasi financial planning dan post keuangan dan Pengenalan Instrumen Investasi dalam bentuk lisan dan materi. Tujuan keuangan, Fact Finding Client, Financial check (surplus/defisit), Risk Profile, 1 realisasi tujuan keuangan. Tujuan keuangan, Fact Finding Client, Financial check (surplus/defisit), Risk Profile, 1 realisasi tujuan keuangan.
Delivery Time Financial Calculator - sesuai dengan tujuan keuangan Comprehensive Financial Checkup Book Plan Financials
Total

Rp0

Rp 250.000

Rp 500.000

×