Rundown Program Certified Retirement Planner (CRP®)
Program Certified Retirement Planner (CRP®) dirancang untuk membekali peserta dengan kompetensi dalam menyusun perencanaan pensiun yang komprehensif melalui pembelajaran, workshop, studi kasus, dan asesmen sertifikasi. Seluruh rangkaian program mengacu pada Kode Etik Profesi dan 5 Standard Steps of Retirement Planning Practice untuk menghasilkan peran praktisi Retirement Planning yang profesional.
Day #1
| Waktu | Modul | Materi |
|---|---|---|
| 09.00 – 09.30 | Opening Session | Registrasi, pembukaan, perkenalan, orientasi program, dan overview Certified Retirement Planner (CRP®). |
| 09.30 – 10.45 | Modul 1 | Retirement Planning Fundamentals, Process, Mindset & Lifestyle (Retirement Planning, Global Trends, Aging Population, Financial Life Cycle, Retirement Planning Process, Retirement Mindset, Lifestyle Planning, Longevity Risk, MPP, Profesi CRP®). |
| 10.45 – 11.00 | Coffee Break | |
| 11.00 – 12.00 | Modul 2 | Retirement Financial Diagnosis & Needs Analysis (Fact Finding, Financial Check-Up, Retirement Readiness Assessment, Retirement Ratio, Retirement Needs Analysis, Retirement Gap Analysis, CRP® Tools). |
| 12.00 – 13.00 | ISHOMA | Istirahat, Salat, dan Makan Siang. |
| 13.00 – 15.00 | Modul 3 | Retirement Investment & Wealth Accumulation Strategies (Asset Allocation, Diversification, Investment Strategy, Bucket Strategy, Sequence of Return Risk, Wealth Accumulation). |
| 15.00 – 15.15 | Coffee Break | |
| 15.15 – 16.45 | Workshop | Praktik penggunaan CRP® Tools, Financial Check-Up, Retirement Readiness Assessment, Retirement Gap Analysis, penyusunan Retirement Blueprint, dan Studi Kasus. |
| 16.45 – 17.00 | Review & Q&A | Review materi dan diskusi hari pertama. |
Day #2
| Waktu | Modul | Materi |
|---|---|---|
| 09.00 – 09.15 | Review | Review materi hari pertama. |
| 09.15 – 10.00 | Modul 4 | Retirement Income & Passive Income Planning (Income Replacement, Withdrawal Strategy, Cash Flow Management, Passive Income, Sustainable Retirement Income). |
| 10.00 – 10.45 | Modul 5 | Healthcare, Pension, Tax & Estate Planning (Indonesian Pension System, Healthcare Planning, Long-Term Care, Risk Protection, Employee Benefits, Tax Planning, Beneficiary Planning, Estate Planning, Legacy Planning). |
| 10.45 – 11.00 | Coffee Break | |
| 11.00 – 12.00 | Modul 6 | Professional Practice, Ethics & Retirement Planning Workshop (5 Standard Steps of Retirement Planning Practice, Code of Ethics, Retirement Blueprint, Client Communication, Practice Workshop, Case Study). |
| 12.00 – 13.00 | ISHOMA | Istirahat, Salat, dan Makan Siang. |
| 13.00 – 15.00 | Modul 7 | Certification Assessment & One-on-One Coaching (Multiple Choice Exam, Essay Exam, Case Assessment, One-on-One Coaching, Competency Assessment). |
| 15.00 – 15.15 | Coffee Break | |
| 15.15 – 17.00 | Modul 8 | Certification, Professional Commitment & Closing Ceremony (Professional Commitment, Code of Ethics, Practice Standards, Certification Conferment, CRP® Registration, Pengumuman Kelulusan, Penyerahan Sertifikat, dan Foto Bersama). |
Keterangan Peserta
- Peserta diharapkan telah membaca dan mempelajari Modul Certified Retirement Planner (CRP®) sebelum pelatihan dimulai agar proses pembelajaran lebih efektif dan interaktif.
- Peserta juga diwajibkan melakukan login dan aktivasi CRP® Retirement Planning Tools sebelum kelas berlangsung, sehingga dapat mengikuti sesi simulasi dan praktik perencanaan pensiun secara optimal selama pelatihan.
- Link modul, akun akses, dan petunjuk penggunaan Retirement Planning Tools akan dikirimkan kepada peserta setelah proses registrasi dan konfirmasi pembayaran selesai.
- Peserta disarankan membawa laptop untuk mengikuti sesi workshop, simulasi, studi kasus, dan ujian kompetensi berbasis praktik.
