1. Apa Itu
Perencanaan Keuangan
Akbar’s Financial Check Up
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Kantor Kemitraan
Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
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Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009
AFC ver. 1 Batch 1 Nov 09 © Copy Rights of AFC 2009
Tujuan Keuangan
Perlindungan
Cash
Beli Rumah Keluarga
Rich
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Pendidikan
Akumulasi Anak
Kekayaan
Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
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Akbar’s Financial Check Up ®2008 Pensiun
Secara
Layak
Liburan Ban
k
Loa
n Penghapusan
Hutang
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2. Perencanaan Keuangan
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Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
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Akbar’s Financial Check Up ®2008
3 AFC ver. 1 Batch 1 Nov 09 © Copy Rights of AFC 2009
Apa Itu Financial Planner?
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Adalah sebuah profesi / orang yang membantu
ANDA dalam merencanakan keuangan pribadi
dengan membantu memberikan solusi
perencanaan, pemilihan pengelolaan
Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
keuangan, kekayaan atau investasi nasabah
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agar kebutuhan keuangan nasabah untuk
Akbar’s Financial Check Up ®2008
jangka pendek, menengah dan panjang dapat
tercapai.
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3. Bahasa Sederhana
Perencanaan Keuangan: Suatu proses
mencapai tujuan hidup melalui
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pengelolaan keuangan yang tepat
Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
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Akbar’s Financial Check Up ®2008
5 AFC ver. 1 Batch 1 Nov 09 © Copy Rights of AFC 2009
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Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
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Akbar’s Financial Check Up ®2008
DREAMS GOALS
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4. ONE STOP SERVICE SOLUTION
INVESTASI
PERENCANAAN Investment PERENCANAAN
PENDIDIKAN LAINNYA
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Education Plan Others Plan
PERENCANA KEUANGAN /
PERENCANAAN PERENCANAAN
KEKAYAAN
WARISAN PAJAK
Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
Estate Plan Financial Planning / Tax Plan
Wealth Planning
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Akbar’s Financial Check Up ®2008
PERENCANAAN MANAJEMEN
PENSIUN RESIKO
MANAJEMEN
Retirement Plan Risk Management
ARUS KAS
Cash Flow
7 AFC ver. 1 Batch 1 Nov 09 © Copy Rights of AFC 2009
12 Alasan Anda membutuhkan
Perencanaan Keuangan
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Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
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Akbar’s Financial Check Up ®2008
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5. Click to edit Master title style
Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
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Akbar’s Financial Check Up ®2008
9 AFC ver. 1 Batch 1 Nov 09 © Copy Rights of AFC 2009
Mengapa ANDA memerlukan
Perencana Keuangan?
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Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
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Akbar’s Financial Check Up ®2008
10 AFC ver. 1 Batch 1 Nov 09 © Copy Rights of AFC 2009

6. Fungsi Perencana Keuangan
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Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
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Akbar’s Financial Check Up ®2008
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Tujuan Perencanaan Keuangan
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Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
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Akbar’s Financial Check Up ®2008
12 AFC ver. 1 Batch 1 Nov 09 © Copy Rights of AFC 2009

7. Hambatan
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Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
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Akbar’s Financial Check Up ®2008
13 AFC ver. 1 Batch 1 Nov 09 © Copy Rights of AFC 2009
Manfaat
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Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
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Akbar’s Financial Check Up ®2008
14 AFC ver. 1 Batch 1 Nov 09 © Copy Rights of AFC 2009

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If You Fail To Plan
You Plan To Fail
Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
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Akbar’s Financial Check Up ®2008
© Copy Rights of AFC 2009
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Terima Kasih
Akbar’s Financial Check Up
Head Office
2nd Floor, Jln. Senopati No.74,
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Jakarta Selatan, Indonesia
Telp: +62.21.7250.851 / 32244.678
Fax: +62.21.7250.640 / 392.9748
Property and Copy Rights of Aidil Akbar Madjid, MBA, RFC®
www.akbarfinancialcheckup.com
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info@akbarfinancialcheckup.com
Akbar’s Financial Check Up ®2008
AFC ver. 1 Batch 1 Nov 09 © Copy Rights of AFC 2009