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Certified
Professional in Financial Services
(CPFS)
Program
CPFS
Program
What Will You Learn?
CPFS Course Descriptions
LOMA
and TANDIKA Institute Partnership
Earning Your Certificate
For More Information
The
CPFS Program
The continuing evolution toward an
international competitive environment has had significant ramifications for
insurance and financial services organizations throughout Indonesia. Banks,
insurance and mutual fund companies are combining and packaging products to
attract consumers at large. To develop and sustain effective international
operations, LOMA created the Certified Professional in Financial Services (CPFS)
education program to increase professionalism in the various fields of financial
services: banking, insurance, securities, financial planning and more.
What
You’ll Learn—Fundamentals and Advanced
The CPFS courses are internationally-accredited, fulfill Indonesian government
required education standards, and count as credit towards both the CPFS and LOMA’s
FFSI designations.
CPFS
Course Descriptions
Required Courses:
- LOMA 305 - Personal
Financial Planning
- LOMA 326 - Financial Services Marketing
- LOMA 356 - Investment Principles and Institutional
Investing
- CPFS 100 -
Financial Planning Negotiation Skills Program
Optional Course:
- LOMA 286 - Principles of Financial Services and
Products
LOMA 305—
Personal Financial Planning
Provides an understanding of the concept, decision-making tools, and
applications involved in financial planning.
LOMA 326—Financial
Services Marketing
Covers basic marketing principles and the function of marketing in a financial
services environment.
LOMA 356—
Investment Principles and Institutional Investing
Provides an understanding of the investment environment and the general
principles of investing in both individual securities and portfolios of
securities and provides an orientation to investing in an institutional setting,
including roles, administrative systems and processes, goal setting, performance
review, and risk management.
CPFS 100—
Financial Planning Negotiation Skills Program
Developed by TANDIKA Institute for Financial Services, this workshop strengthens
the required skills for financial services practitioners and teaches
participants to gain customer’s trust, to uncover financial needs of the
prospective customers, to identify the optimal financial services solution, to
upsell and more.
LOMA 286—(Optional) Principles
of Financial Services and Products
Introduces the major categories of financial services--cash management,
credit, asset protection, asset accumulation and management, and asset
distribution--form the framework for LOMA 286, which surveys banking,
insurance and investment products.
LOMA
and TANDIKA Institute Partnership
LOMA and TANDIKA Learning Institute for Financial Services, in association with
Indonesia Institute for Management Development (IPMI) offer CPFS courses at IPMI’s
prestigious Campus in Rawajati-Kalibata, Jakarta 12750.
CPFS
Certificate and FFSI Designation
Students who successfully complete the five CPFS courses will be awarded a
certificate and may use the designation CPFS within Indonesia as required by the
Department of Finance and designated associations. CPFS courses also earn credit
toward LOMA’s FFSI (Fellow Financial, Services Institute) designation. For
more information on the FFSI program requirements click here.
Examinations are offered on paper or via I*STAR.
Paper exams are offered twice a year in May and November. I*STAR exams may be
taken at any time during the year.
For More
Information Contact:
Tandika Learning Institute for Financial Services
Exclusive LOMA Representative in Indonesia
Jakarta, Indonesia
Telephone: 62 21 798 1969, 1970
Fax: 62 21 798 1967
EMail: loma@tandika.org
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