PRIVATE BANKING @ Investment @ Finance Services. We provide exclusive investment-related advice and goes beyond managing investments
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FINANCE & RISK MANAGEMENT as follows: Corporate Finance & Business Services and Risk Management & Insurance Solutions. CORPORATE FINANCE & BUSINESS SERVICES are as follows: Corporate Finance & Investment Accounting, Treasury & Cash Management Services, Commercial Finance & Real Estates, Employers Services, Insurance Business Partners & Brokerage. RISK MANAGEMENT & INSURANCE SOLUTIONS: Management consulting, IFRS @ IAS @ FRS @ USGAAP implementations & consulting, European WW Risk Insurance Solutions, Life@Nonlife@Health Insurance companies software, Human Resources technology, Risk Management of Energy Industry.
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ADVISORY & HUMAN CAPITAL BENEFITS as follows: ADVISORY & ACTUARIAL SOLUTIONS are as follows, Advisory services: Develop findings, conclusions and recommendations to be considered and decided by clients (strategic planning, etc.). Actuarial Solutions: Accounting & actuarial services, pricing, reserving, asset & liability management, dividend & capital management. Training Services: private & investment banking, employee benefits & human resources, insurance & risk management, pension, finance investment & insurance professions (exams preparations). HUMAN CAPITAL & BENEFITS are as follows: Human Capital Advisory, Compensations & Benefits consulting, Group Retirement Plans solutions, Outsourcing, Investment consulting.
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FINANCE & RISK INSURANCE INSTITUTE (ESPATAMA INSTITUTE)   

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,

Finance & Risk Insurance Professions

Exams Preparations:

A. Certified Personal Finance & Private Banking Expert

Chairman Training:  Teuku Rahmatsyah, CFP., WMI. and Ricky Leonard, S. FSAI., QIP., WAPERD.

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 Finance & Investment Banking Expert

(Corporate Finance Manager Associations and Global Actuaries Associations)

Chairman Training: Teuku Rahmatsyah, CFP., WMI. and Ricky Leonard, S. FSAI., QIP., WAPERD.

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

Chairman Training: Charles Sianturi, AAAIK.

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

Chairman Training: Ricky Leonard, S. FSAI., QIP.

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)

Chairman Training: Ricky Leonard, S. FSAI., QIP.

Professional Trainers:

* Bastian Prayudha Hassan, S.Si, M.Si, CNLA.

* Dicky Hairianto Yus, SKM (Asuransi & Aktuaria).                 

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)

 

Seminars:

Private & Corporate Finance

IFRS

Actuarial Science

Employee Benefits & Human Resources

Insurance & Risk Management

Pension

Healthcare financing

Social security

 

@Secretariat:

PT. EAP Training & Consulting

Jalan Bulevar Selatan,

EMERALD COMMERCIAL Blok UF/010,

Bekasi Utara,

Summarecon Bekasi

Phone: 021-89460775 (Desti & Wulan)

 

Human Capital • Energy

By Utama Kreatif