wayan

W J Satwika Krisantana

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.

Education
University of Southern Queensland

Bachelor of Commerce – BComFinance, General
2020 – 2021

Universitas Brawijaya

Economics, Finance, and Banking
2018 – 2022

Work Experience
Business Development

Indonesia Stock Exchange

Sep 2021 – Saat ini
Jakarta, Indonesia

Business Development And Partnership


umkmx
Sep 2021 – Saat ini
Indonesia

Licenses & certifications
Associate Wealth Planner

Financial Planning Standards Board Ltd.

Diterbitkan Feb 2021


Financial Markets (with Honors) 


Coursera

Diterbitkan Jun 2020

ID Kredensial 8ZHGNCX85HF2


Expertise
FInancial Planner AWP
3/5
Wealth Planner
3/5
Financial Planning
3/5
Project Management
3.5/5
Available Schedule
No. Day Time Note
1
Selasa
11.00 - 12.00 WIB
2
Selasa
17.00 - 18.00 WIB
3
Kamis
11.00 - 12.00 WIB
4
Kamis
17.00 - 18.00 WIB

Compare Packages

Package

GRATIS

BASIC 10 menit konsultasi melalui video-call

Rp 180K

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

Rp 240K

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 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

Rp0

Rp 180.000

Rp 240.000

×