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

BENEFITS & ADVISORY ACTUARY 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.

INVESTMENT BANKING & RISK TECHNOLOGY as follows: Investment Banking & Business Services and Risk Technology & Benefits Insurance. INVESTMENT BANKING & BROKERAGE FIRM 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 & BENEFITS INSURANCE: Management Consulting & Insurance Technology. Risk Technology Insurance, Corporate Benefits Insurance.



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), Risktech Benefits Companies (ADDACTIS WW Belgium and ALLIANZ WW Germany), Association Professional Banking Insurance Finance (PIBA®, WAPERD dan AAMAI), Universities (Department of Banking Insurance & Finance Universities).


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

Banking Financial Professions

Exams Preparations:

A. Certified Private Bankers (CPB®)

The materials cover major examination areas:

* Portfolio Management

* Alternative Investments (Hedge Funds & Private Equity)

* Real estate & Art investments

* Financing business & Go public

* Trusts & Insurance protections


B. Certified Investment Bankers (CIB®)

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)

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


C. Fellow Public Actuaries (Aktuaris Publik Beregister)

The topics cover major examination areas:

Fellow Level:

- Actuarial Modelling

- Accounting

- 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 and AAUI: Asosiasi Asuransi Umum Indonesia)

B. Licensed Investment Mutual Funds Marketing Repersentative (WAPERD)

C. Fellow Pension Fund Management Institute (ADPI)

D. Fellow Global Qualified Actuaries (Global Actuaries Associations)

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

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

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

H. Fellow Insurance Office Management Institute (AAMAI: Life Insurance Expert and Non-life Insurance Expert)



Private & Corporate Finance


Actuarial Science

Employee Benefits & Human Resources

Insurance & Risk Management


Healthcare financing

Social security





Jalan Boulevard Ahmad Yani

Harapan Mulya, Medan Satria

Bekasi Utara 17142

Phone: 021-29608074

WA: 08111996836



Financial Education M & A

By Utama Kreatif