PRIVATE BANKING @ Investment @ Financial Services. We provide exclusive investment-related advice and goes beyond managing investments
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BENEFITS & ADVISORY RESEARCH SERVICES as follows: EMPLOYEE BENEFITS & HUMAN CAPITAL are as follows: Human Capital Advisory, Compensations & Benefits consulting, Group Retirement Plans solutions, Outsourcing, Investment consulting. ADVISORY RESEARCH & 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.
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INVESTMENT BANKING & RISK MANAGEMENT as follows: Investment Banking & Business Services and Insurance Benefits & Risk Management. INVESTMENT BANKING & 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). RISK TECHNOLOGY INSURANCE: Corporate Benefits Insurance, Risk Management Consulting & Software.
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BANKING FINANCIAL INSTITUTE    

Banking Financial Institute

In Cooperation with Our Corporate Strategic Partners: Realogy Holdings Corp (ERA Real Estate), United States, Banking Financial Companies (Bank Permata, CIMB Niaga, Danamon, OCBC NISP, BCA, Mandiri, BNI, UOB, Indosurya Finance, BFI Finance), Risk Technology Insurance Companies (ADDACTIS WW Belgium and ALLIANZ Germany), Association Professional Banking Insurance Finance (CPBAI, AAMAI and WAPERD), Universities (Department of Banking Insurance & Finance University of Indonesia, Department of Banking Insurance & Finance other Universities).

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

Banking Insurance & Financial Professions

Exams Preparations:

A. Certified Private Bankers

The materials cover major examination areas:

* Portfolio Management

* Alternative Investments (Hedge Funds & Privae Equity)

* Real estate & Art investments

* Financing business & Go public

* Trusts & Insurance protections

 

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)

 

Seminars:

Private & Corporate Finance

IFRS

Actuarial Science

Employee Benefits & Human Resources

Insurance & Risk Management

Pension

Healthcare financing

Social security

 

Secretariat:

CPBAI Institute

PLAZA SUMMARECON 7 FLOOR

Jalan Boulevard Ahmad Yani

Harapan Mulya, Medan Satria

Bekasi Utara 17142

Phone: 021-29608074 (Desti & Wulan)

WA: 08111996836

 

 

 

Financial Education • M & A

By Utama Kreatif