Silabus Program Certified Retirement Planner (CRP®)
Masa pensiun merupakan salah satu fase kehidupan yang pasti akan dihadapi setiap individu. Namun, banyak orang memasuki masa pensiun tanpa persiapan yang memadai, baik dari sisi keuangan, kesehatan, aktivitas produktif, maupun tujuan hidup setelah berhenti bekerja. Kondisi ini sering kali menimbulkan berbagai tantangan yang dapat memengaruhi kualitas hidup di masa pensiun.
| MOduL | NAMA MODUL | TOPIK UTAMA | OUTPUT |
|---|---|---|---|
| 1 | Retirement Planning Fundamentals, Process, Mindset & Lifestyle | Retirement Planning, Global Trends, Financial Life Cycle, Retirement Planning Process, Retirement Mindset, Lifestyle Planning, Longevity Risk. | Memahami konsep, proses, dan mindset Retirement Planning secara komprehensif. |
| 2 | Retirement Financial Diagnosis & Needs Analysis | Fact Finding, Financial Check-Up, Retirement Readiness Assessment, Retirement Ratio, Retirement Needs Analysis, Retirement Gap Analysis, Financial Behaviour Assessment. | Mampu menganalisis kesiapan pensiun, menghitung kebutuhan dana pensiun, dan mengidentifikasi retirement gap. |
| 3 | Retirement Investment & Wealth Accumulation Strategies | Asset Allocation, Diversification, Investment Strategy, Bucket Strategy, Sequence of Return Risk, Inflation Risk, Behavioral Finance, Retirement Investment Products (DPLK, Deposits, Bonds, Stocks, Mutual Funds, Property & Gold), Wealth Accumulation Strategy. | Mampu menyusun strategi investasi dan akumulasi kekayaan untuk mencapai tujuan pensiun. |
| 4 | Retirement Income, Passive Income & Business Planning | Income Replacement Strategy, Retirement Withdrawal Strategy, Cash Flow Management, Passive Income Planning, Sustainable Retirement Income, Retirement Business Planning. | Mampu merancang strategi pendapatan pensiun yang berkelanjutan melalui investasi dan usaha. |
| 5 | Healthcare, Pension, Tax & Estate Planning | Indonesian Pension System (BPJS Ketenagakerjaan, DPLK, DPPK, Taspen & Asabri), Healthcare Planning, Long-Term Care Planning, Risk Protection, Employee Benefits, Tax Planning, Estate & Legacy Planning. | Mampu mengintegrasikan sistem pensiun, perlindungan, kesehatan, perpajakan, dan perencanaan warisan. |
| 6 | CRP® Retirement Tools & Retirement Blueprint Workshop | CRP® Retirement Tools, Digital Fact Finding, Financial Check-Up, Retirement Analysis, Retirement Projection, Retirement Scenario Analysis, Retirement Blueprint Development, Report Generation. | Mampu menggunakan CRP® Retirement Toolsdan menyusun Retirement Blueprint secara profesional. |
| 7 | Professional Practice, Ethics & Client Advisory | 5 Standard Steps of Retirement Planning Practice, Code of Ethics, Client Communication, Consulting Skills, Practice Workshop, Case Study. | Mampu memberikan layanan Retirement Planning sesuai standar praktik dan kode etik profesi. |
| 8 | Certification Assessment & Professional Recognition | Multiple Choice Examination, Essay Examination, Case Assessment, One-on-One Coaching, Competency Assessment, Professional Commitment, Certification Conferment, CRP® Registration. | Kompetensi tervalidasi dan siap memberikan layanan sebagai Certified Retirement Planner (CRP®). |
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.
