PRIVATE BANKING @ Investment @ Finance Services. We provide exclusive investment-related advice and goes beyond managing investments

CORPORATE FINANCE & RISK MANAGEMENT as follows: Corporate Finance & Business Services and Insurance Benefits & Risk Management. CORPORATE FINANCE & BUSINESS SERVICES are as follows: Cash management & treasury services, Commercial real estates, Employers services, Stock brokerage & investment funds, Transactions & capital management services (Private & investment banking services). INSURANCE BENEFITS & RISK MANAGEMENT: Corporate Benefits Insurance, Risk Management Consulting & Software.

ADVISORY & HUMAN CAPITAL CONSULTING as follows: ADVISORY & ACTUARIAL SERVICES are as follows, Advisory Services: Develop findings, conclusions and recommendations to be considered and decided by clients (strategic planning, etc.). Actuarial Services: Accounting & actuarial services, pricing, reserving, asset & liability management, dividend & capital management. Financial & Insurance Training Services. HUMAN CAPITAL CONSULTING are as follows: Human Capital Advisory, Compensations & Benefits consulting, Group Retirement Plans solutions, Outsourcing, Investment consulting.


Espatama Institute

(In Cooperation with Addactis Worldwide® Belgium Europe Risk Insurance Solutions Company)

We offer Public Training or In-House Training Major Studies as follows,

Financial Insurance Professions

Exams Preparations:

A. Certified Private Bankers

The materials cover major examination areas:

- General principles of finance and financial planning

- Insurance planning

- Employee Benefits Planning

- Investment & Securities Planning

- Tax planning

- Asset protection planning

- Retirement planning

- Estate planning

- Financial planning

B. Certified Corporate Financiers

The materials cover major examination areas:

- Financial Analysis (Fundamental concepts in financial analysis, Financial analysis and forecasting)

- Investment Analysis (Investment decision rules, The risk of securities and the cost of capital)

- Corporate Financial Policies (Financial securities, Capital structure policies, Equity capital and dividend policies)

- Finance Management (Valuation and finance engineering, Managing net debt and financial risks)


C. Fellow Insurance Office Management Institute (AAMAI: Asosiasi Ahli Manajemen Asuransi Indonesia, AAIJ & AAIK):

* Non-Life Insurance Sector

The topics cover major studies areas:

Associate Level:

- Praktek Asuransi

- Hukum dan Asuransi

- Praktek Bisnis

- Pengantar Asuransi Kerugian Komersial

- Pengantar Asuransi Personal

- Prinsip-Prinsip Asuransi Harta Benda dan Kepentingan Keuangan

- Asuransi Harta Benda dan Kepentingan Keuangan Komersial (Pengkajian dan Underwriting)

- Asuransi Personal

- Asuransi Kendaraan Bermotor


Fellow Level:

- Prinsip-Prinsip dan Praktek Manajemen dalam Asuransi

- Asuransi Tanggung Gugat

- Asuransi Pengangkutan

- Prinsip-Prinsip Reasuransi

- Manajemen Risiko

- Manajemen Underwriting

- Aplikasi Reasuransi


* Life Insurance Sector

The topics cover major examination areas:

Fellow Level:

- Accounting for Life Insurance Company

- Investment for Life Insurance Company

- The Basics of Life Insurance Mathematics

D. Fellow Public Actuaries (Aktuaris Publik Beregister)

The topics cover major examination areas:

Fellow Level:

- Accounting

- Actuarial Modelling

- Actuarial Mathematics

- Actuarial Management

- Actuarial aspects in Life Insurance, Health Insurance, Non-life Insurance, Investment & Pension Funds

- Investment & Asset Management

- Finance Mathematics

- Economics

- Algebra

- Calculus

- Probability & Statistics


Trainings By Request:

A. Licensed Insurance Marketing Representative (AAJI: Asosiasi Asuransi Jiwa Indonesia dan AAUI: Asosiasi Asuransi Umum Indonesia)

B. Licensed Investment Mutual Funds Marketing Repersentative (WAPERD)

C. Fellow Pension Fund Management Institute (ADPI)

D. Certified Quantitative Finance (Certificate Quantitative Finance Institute or Financial Engineering Associations)

E. Certified Property Management (The Institute of Real Estate Management)

F. Fellow Life Management Institute (LOMA: Life Office Management Institute)

G. Fellow Global Qualified Actuaries (Global Actuaries Associations)



Private & Corporate Finance


Actuarial Science

Employee Benefits & Human Resources

Insurance & Risk Management


Healthcare financing

Social security


Secretariat & Coordinators:

ESPATAMA Institute

Financial Insurance Training

Jalan Bulevar Selatan,


Bekasi Utara,

Summarecon Bekasi

Alternative Contact:

WA: * 08111676769

        * 08111676759

Phone: 021-89460775 (Desti & Wulan)


Banking Real Estat

By Utama Kreatif