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FINANCIAL PLANNING MINISTRY Trainers’ Profile. Daniel Tjhie, CFP EDUCATION AND CERTIFICATION: Bachelor of Arts in Finance at University of Washington,

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Presentation on theme: "FINANCIAL PLANNING MINISTRY Trainers’ Profile. Daniel Tjhie, CFP EDUCATION AND CERTIFICATION: Bachelor of Arts in Finance at University of Washington,"— Presentation transcript:

1 FINANCIAL PLANNING MINISTRY Trainers’ Profile

2 Daniel Tjhie, CFP EDUCATION AND CERTIFICATION: Bachelor of Arts in Finance at University of Washington, Seattle, WA (USA), 1998 Certified Financial Planner (CFP) Certification from Financial Planning Standard Board Indonesia (FPSB Indonesia). Head Office: Denver, Collorado (USA) Investment Manager Representative License from Bapepam-LK (WMI) Underwriter Representative License from Bapepam-LK (WPEE) Passed Broker Dealer Representative Examination-LK (WPPE) Passed Financial Planning Program from International Association of Registered Financial Consultants (IARFC) Passed CFA Level 1 Examination

3 3 EXPERIENCE: Present Wealth Advisor, Wealthfare Capital Present Head of Investment, PT. Hasjrat Abadi Present Senior Trainer, Bina Insan Capital Market Training Institute Present Senior Trainer, Institute Financial Planning Indonesia (IFPI) Financial Analyst at Northland Communications, USA Loan Funder, Reliance Mortgage, Inc., USA Fund Research at Merrill Lynch and Pacific Capital Consulting, USA Daniel Tjhie, CFP

4 Fery Siahaan, S.IP, MM, CFP EDUCATION AND CERTIFICATION: Master of Management in Marketing – Atma Jaya University (2006) Bachelor Degree in International Relations – Parahyangan Catholic University (1998) Certified Financial Planner (2009) Level 1 BSMR (2009) Wakil Perantara Pedagang Efek (WPPE) certification (2007) Wakil Agen Penjual Efek Reksa Dana (WAPERD) (certification (2005) EXPERIENCE: 2008-PresentPT Bank Danamon Tbk, Ass. VP Sales Management PT Danareksa Investment Management, Senior Mgr. Sales & Marketing PT Bank Commonwealth, Relationship Manager PT Bank Niaga Tbk, Account Manager PT Bank Niaga Tbk, Management Trainee PT Bank Bali Tbk, Marketing Staff

5 5 EDUCATION AND CERTIFICATION: Bachelor degree in Economics majoring in Accounting – Tarumanagara University LOMA Certification 280 and 290 Level 1 BSMR AAJI Certification EXPERIENCE: 2009-PresentPermatabank, Regional Bancassurance Specialist CIMB Niaga, Insurance Specialist AIA Indonesia, Project Manager for Financial Planning AIA Indonesia, RAD AIA Indonesia, ABDM Vita Chow

6 6 EDUCATION AND CERTIFICATION: Bachelor degree in Engineering majoring in Chemical Engineering – ITB (2005) Master degree in Risk Management – Monash University (2007) AAJI Certification (2010) EXPERIENCE: 2010-PresentAXA Indonesia – sales agent 2008-PresentReckitt Benckiser Indonesia, Supply Excellence Mgr. Theo Priatna, ST, MRM

7 7 BNP Paribas Investment Partners Trimegah Sekuritas NISP Sekuritas Standard Chartered Bank DBS Bank Bank Danamon Bank Permata Bank Internasional Indonesia, Bank Rakyat Indonesia Bank Negara Indonesia Bank Jabar PT. Asuransi Kredit Indonesia PT. Asuransi Ekspor Indonesia PT. Tabungan Pensiun Nasional, Asosiasi Dana Pensiun Indonesia Prudential Insurance etc. Trainees:


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