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logo_fpai.png FPA Indonesia is a membership Association for professionals in financial services in Indonesia. FPA Indonesia is non-profit and independent. Each member of Association must fulfill a minimum qualification which is handed down by the Association, and must comply with the codes and ethics enforced by the commission of Codes of Ethic.

Association and member of Association have the vision to increase the welfare of all Indonesian people through leadership of industry and profesionalism.

To reach that Vision, it is a Mission of FPAIndonesia to provide profesional quality services in accordance to the business need of members so that they may offer financial planning advices to their clients.

 

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DEKLARASI INSAF
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Written by Administrator   
Tuesday, 27 November 2007
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DEKLARASI

Pada hari ini, Selasa, 27 November 2007 di Jakarta,

Last Updated ( Tuesday, 27 November 2007 )
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Indonesia Sadar Finansial (INSAF)
Article
Written by Administrator   
Tuesday, 27 November 2007

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Indonesia Sadar Finansial (INSAF)

Merupakan suatu inisiatif pergerakan dari kelompok Profesi Perencana Keuangan Personal, yang tergabung dalam FPAI (Financial Planner Association Indonesia) yang berupaya menggalang partisipasi aktif dari: Praktisi Jasa Keuangan, Lembaga Pendidikan, Media Massa, dan Industri Jasa Keuangan yang didukung oleh Regulator Keuangan di Indonesia, untuk bersama-sama meningkatkan pengetahuan, pemahaman, dan kecerdasan finansial seluruh masyarakat Indonesia.

Selanjutnya gerakan INSAF ini bukan hanya milik FPAI, namun merupakan milik siapa saja yang peduli dengan upaya peningkatan kecerdasan finansial masyarakat Indonesia.

 
The 4th Indonesia Financial Planner Conference & CEO Forum
Latest News
Written by Administrator   
Tuesday, 20 November 2007

“Towards Indonesia’s New Financial Planning Landscape”

Indonesia’s booming financial planning industry needs to prepare a solid platform in anticipation of the upcoming globalization in the financial sector in 2015.
If you are a professional or practitioner in financial planning, including private banking, wealth management, bancassurance, insurance, assets management, this is an event you must attend.
Join the top officials of the industry’s regulatory body, renowned professional practitioners from Indonesia and the SE Asia region, discussing as well as paving the strategic path for the future of financial planning industry in Indonesia.

Last Updated ( Tuesday, 20 November 2007 )
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Financial Planner Profession
Article
Written by Administrator   
Monday, 09 August 2004

What is Financial Planning? 

Financial planning is the process to obtain your life goals through careful financial managemnet. The goals of life may include purchasing a house, saving for your children's education or planning for retirement fund.

The process of financial planning consists of 6 steps which assist you in looking at the "big picture" of where you are in financial context. By using these six steps, you can find out where is your current position, what do you need in the future and what you have to do in order to reach your life goal.

This process include gathering relevant financial information, setting life goals, testing your current financial status and produce a strategy or planning which contain the method on how you can reach your goals according to the current situation and your plan for the future.

Last Updated ( Tuesday, 13 November 2007 )
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