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W J Satwika Krisantana, AWP is a financial planner who holds a Associate Wealth Planner (AWP) certificate. Currently, He is studying dual degree program, Bachelor of Economics (Finance and Banking major) in Brawijaya University and Bachelor of Business (Finance major) in University of Southern Queensland.
Bachelor of Commerce – BComFinance, General
2020 – 2021
Economics, Finance, and Banking
2018 – 2022
Indonesia Stock Exchange
Sep 2021 – Saat ini
Jakarta, Indonesia
umkmx
Sep 2021 – Saat ini
Indonesia
Financial Planning Standards Board Ltd.
Diterbitkan Feb 2021
Coursera
Diterbitkan Jun 2020
ID Kredensial 8ZHGNCX85HF2
| No. | Day | Time | Note |
|---|---|---|---|
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1 |
Selasa |
11.00 - 12.00 WIB |
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2 |
Selasa |
17.00 - 18.00 WIB |
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3 |
Kamis |
11.00 - 12.00 WIB |
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4 |
Kamis |
17.00 - 18.00 WIB |
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| 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 | Tujuan keuangan, Fact Finding Client, Financial check (surplus/defisit), Risk Profile, 1 realisasi tujuan keuangan |
| Delivery Time | 1 day | 1 day | 1-2 days |
| Total |
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