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Yeriko Bagas Christianto, RSA, AWP is currently pursuing a bachelor degree in accounting at Perbanas Institute Jakarta as a final year student, focusing on financial management and Indonesian capital market. He is certified by LSPPM in Registered Securities (fundamental) Analyst (RSA®) and Associated Wealth Planner (AWP). An enthusiast in financial planning and fundamental analysis in capital investment.
Bachelor’s degree (Accounting)
2020 – 2022
Diploma (Accounting)
2017 – 2019
Company Name : KJPP Putri Anugrah dan Rekan
Dates Employed : Nov 2021 – Present
Kota Bogor, West Java, Indonesia
As a valuer assistant, I have been in charge to:
1. Collect comparative companies’ financial data from Bloomberg
2. Analyze companies’ financial statements using financial ratios
3. Draft business (stock or equities) valuation reports
4. File and verify companies’ legal documents as report’s fulfillment
Company Name : BC Translator
Dates Employed : Feb 2020 – Nov 2021
Jakarta Selatan, Jakarta, Indonesia
I was a non certified English-Indonesian translator on my own business BC Translator. I only translated nonlegal documents such as book, journal, abstract, etc. My clients were mostly students and I helped them to understand in reading documents more or do their assignments easier.
Company Name : Science Society
Dates Employed : Sep 2017 – Sep 2019
Kota Tangerang Selatan, Banten, Indonesia
I was an English Teacher at a educational course Science Society, Tangerang Selatan. I was yearly contracted for 2 years. I taught English grammar and reading to high school student in order to prepare for STAN State Polytechnic of Finance selection. I worked about 8 to 12 hours a week with flexible days.
Financial Planning Standards Board Ltd.
Diterbitkan Jul 2021
ID Kredensial –
Ministère de l’Éducation nationale
Diterbitkan Jul 2021
ID Kredensial 062021-202106T-5203523
Makui Tax Institute
Diterbitkan Feb 2021
ID Kredensial MTI-BR/AB/II/2021/1821
Lembaga Sertifikasi Profesi Pasar Modal
Diterbitkan Sep 2021
ID Kredensial 66123241300059462021
| No. | Day | Time | Note |
|---|---|---|---|
|
1 |
Sabtu |
13.00-14.00 WIB |
Gratis |
|
2 |
Sabtu |
14.00-16.00 WIB |
Package Premium |
|
3 |
Sabtu |
19.00-20.30 WIB |
Package Standart |
|
4 |
Minggu |
09.00-12.00 WIB |
Package Standard (2 Sesi) |
|
5 |
Minggu |
13.00-17.00 WIB |
Package Premium (2 Sesi) |
| Package |
|
|
|
|---|---|---|---|
| Workload | Mendengarkan masalah, menjelaskan dasar financial planning atau dasar investasi reksadana/saham | Mendengarkan masalah, menjelaskan dasar financial planning dan tujuan keuangan, financial check (surplus/defisit), Fact Finding Client, menjelaskan dasar investasi reksadana/saham, merumuskan realisasi tujuan keuangan (ex: 2 tahun lagi saya ingin menikah) | Mendengarkan masalah, menjelaskan dasar financial planning dan tujuan keuangan, financial check (surplus/defisit), Fact Finding Client, menjelaskan dasar investasi reksadana/saham, 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; Menjelaskan dasar investasi 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, 3 realisasi tujuan keuangan |
| Delivery Time | 1 day | 1-3 days | 1-3 days |
| Total |
|
|
|