Wealth Management Certification

Non Certification

Bank Indonesia

  Wealth Management Certification Program (Jakarta).

Bank BRI

  Sales Motivation Building Program 2013, Regional Office Jakarta 2 Batch 1 & 2.
  Sales Motivation Building Program 2013, Regional Office Medan Batch 3.
  Sales Motivation Building Program 2013, Regional Office Bandung Batch 1 & 2.
  Sales Motivation Building Program 2013, Regional Office Denpasar Batch 1 & 2.
  Sales Motivation Building Program 2013, Regional Office Makassar Batch 1 & 2.
  Wealth Management Seminar (Jakarta).
  Pre Wealth Management (Jakarta).
  Entrepreneurship Program For Echelon 1, 2, & 3 (Bandung).
  Wealth Management Introduction Program (SELINDO), Regional Office Jakarta 3.
  Wealth Management Introduction Program (SELINDO), Regional Office Semarang.
  Wealth Management Introduction Program (SELINDO), Regional Office Medan.
  Wealth Management Introduction Program (SELINDO), Regional Office Denpasar.
  Wealth Management Introduction Program (SELINDO), BRI KCK Jakarta.
  Wealth Management Introduction Program (SELINDO), Regional Office Banda Aceh.
  Wealth Management Introduction Program (SELINDO), Regional Office Malang.
  Wealth Management Introduction Program (SELINDO), Regional Office Palembang.
  Wealth Management Introduction Program (SELINDO), Regional Office Manado.
  Wealth Management Introduction Program (SELINDO), Regional Office Padang.
  Trusted Funding Officers (TFO) 2014, FO Regional Office Jakarta 1 & 2.
  International CWM Program 2013.
  International CWM Program 2015.
  International CWM Program 2016.
  International CWM Program For Priority Banking Manager (PBM) 2016.
  Associate Wealth Manager Program 2015 (AWM) For PBO.
  Affiliate Wealth Manager Program 2015 (Aff.WM) For PBO.
  Acceleration Program for Funding Officer (FO), Regional Office Jakarta 2.
  Sales Upgrading, Enrichment Current & Saving Account, Reg. Office Jakarta 1 Batch 1.
  Sales Upgrading, Enrichment Current & Saving Account, Reg. Office Jakarta 1 Batch 2.
  Sales Upgrading, Enrichment Current & Saving Account, Reg. Office Jakarta 2.
  Sales Upgrading, Enrichment Current & Saving Account, Reg. Office Jakarta 3.
  Sales Upgrading, Enrichment Current & Saving Account, Reg. Office Pekanbaru.
  Sales Upgrading, Enrichment Current & Saving Account, Reg. Office Padang.
  Sales Upgrading, Enrichment Current & Saving Account, Reg. Office Manado.
  Sales Upgrading, Enrichment Current & Saving Account, Reg. Office Palembang.
  Sales Upgrading, Enrichment Current & Saving Account, FO & AMPD BRI Medan.
  Sales Upgrading, Enrichment Current & Saving Account, FO & AMPD BRI Lampung.
  Sales Upgrading, Enrichment Current & Saving Account, FO & AMPD BRI Banda Aceh.
  Sales Upgrading, Enrichment Current & Saving Account, FO & AMPD BRI Bandung.
  Sales Upgrading, Enrichment Current & Saving Account, FO & AMPD BRI Yogyakarta.
  Sales Upgrading, Enrichment Current & Saving Account, FO & AMPD BRI Semarang.
  Sales Upgrading, Enrichment Current & Saving Account, FO & AMPD BRI Malang.
  Sales Upgrading, Enrichment Current & Saving Account, FO & AMPD BRI Surabaya.
  Sales Upgrading, Enrichment Current & Saving Account, FO & AMPD BRI Banjarmasin.
  Sales Upgrading, Enrichment Current & Saving Account, FO & AMPD BRI Jayapura.
  Sales Upgrading, Enrichment Current & Saving Account, FO & AMPD BRI Denpasar.
  Sales Upgrading, Enrichment Current & Saving Account, RFO & AMPD BRI Makassar.
  Enhancement Learning Program for CS Batch 1 Jakarta.
  Enhancement Learning Program for CS Batch 2 Makassar.
  Enhancement Learning Program for CS Batch 3, 4 & 5 Medan.
  Enhancement Learning Program for CS Batch 6, 7, 8, 9, 10 & 11 Bandung.
  Enhancement Learning Program for CS Batch 12, 13, 14, 15 & 16 Yogyakarta.
  Enhancement Learning Program for CS Batch 17 & 18 Makassar.
  Enhancement Learning Program for CS Batch 19 & 20 Manado.
  Enhancement Learning Program for CS Batch 21 Jayapura.
  Enhancement Training Salesmanship for CS, 2016.
  Officer Development Program for Priority Banking Officer Batch 1, 2 & 3 - 2016.
  AWM Sertification Program for Branch Manager.
  Development Learning Program for Account Officer RCB Batch 1.
  Affiliate Wealth Manager Program 2017 (Aff.WM) For Branch Manager (Batch 1-4).

Danamon Bank

  Wealth Management Certification Program, Bogor.
  Micro Wealth Management Program, Jakarta.

Bukopin Bank

  Increasing Productivity Through Wealth Management's Approach, Jakarta.
  Increasing Productivity Through Wealth Management's Approach, Surabaya.
  Increasing Productivity Through Wealth Management's Approach, Makassar.
  Increasing Productivity Through Wealth Management's Approach, Medan.
  Wealth Management Certification Program - Bukopin Prioritas, Jakarta.
  CPD in Wealth Management - Bukopin Prioritas, Jakarta.

BTPN Bank

  Associate Wealth Management (AWM) Program Batch 1, 2, & 3.
  Retail Funding Intermediate Sales Program - Personal Banker, Jakarta.
  Whole Sale Funding Business Selling Skill Program.
  Treasury, Financial Institution & Public Sector.
  Retail Funding Bancassurance Sales Program, Surabaya.
  Retail Funding Bancassurance Sales Program, Medan.
  Retail Funding Bancassurance Sales Program BTPN 2015 (Batch 1).
  Retail Funding Bancassurance Sales Program BTPN 2015 (Batch 2).
  Sinaya Financial Planning Program For Leaders 2017 (Batch 1-3).

Chinatrust Bank

  Basic Accounting for Bankir, Jakarta
  Introduction to Basic Bankir, Jakarta

Mestika Bank

  Retail Funding Sales Program for Leader, Medan

ICB Bumiputera Bank

  Puspa Private Banking Strategic Management

Sinarmas Bank

  Mutual Fund Selling Agent Representative (WAPERD), Jakarta

AIA Financial

  Affiliate Wealth Manager (Aff. WM) Certification Program, Batch 1 Until Batch 3

MNC Life

  In House Class : International WM Certification Program 2015 (Batch 20).

Indolife

  Improving Productivity for Leaders PT. Indolife Pensiontama (Batch 1 Until Batch 5).

BRIngin Life

  Motivation & Learning Development for Leader (Batch 1, 2, & 3), Semarang.
  Pre Wealth Management Program for BRO & ARM.

Jasindo Insurance

  Wealth Management Working for Leaders, Bandung.
  Bancassurance Workshop.
  Wealth Management Certification Program.

Danareksa

  Associate Wealth Manager (AWM) WM01 For Sales Account Executive.

BRI Agro

  Retail Funding Sales Program for Funding Officer, Jakarta.

Bank BNI

  Wealth Management Certification Program, Jakarta.
  Enlightment Program for Leader & Sales Staffs 2014 Regional Jakarta Kemayoran.
  International CWM Program 2013.
  Wealth Management Certification Program AWM Batch 1 (CRO & CRM Emerald).
  Wealth Management Certification Program AWM Batch 2 (CRO & CRM Emerald).
  Associate Wealth Manager (AWM) Program 2014 (In House Class).
  Wealth Management Advisory Process Program 2015 Batch 1.
  Wealth Management Advisory Process Program 2015 Batch 2.
  Wealth Management Advisory Process Program 2015 Batch 3.
  Acceleration Program for New Sales Staff, Regional Office Jakarta Kemayoran.
  Associate Wealth Manager (AWM) Program 2014 (CRO & CRM).
  Associate Wealth Manager (AWM) Program 2015 (CRO & CRM).
  Associate Wealth Manager (AWM) Program 2016 Batch 1 (CRO & CRM).
  Associate Wealth Manager (AWM) Program 2016 Batch 2 (CRO & CRM).

Bank Mandiri

  Wealth Management Certification Program, Jakarta.

Bank BCA

  Associate Wealth Manager (AWM) Program 2016 (Batch 1), Jakarta.
  Bancassurance Workshop (BCA in Cooperation with AIA), Jakarta.
  Personal Finance Seminar (Credit Card Division BCA), Jakarta.
  Associate Wealth Manager (AWM) Program 2017 (Batch 2), Jakarta.

Standard Chartered

  Wealth Management Certification Program, Jakarta.

DBS Bank

  Pre Wealth Management.
  Office Development Program (ODP).
  TRM Academy.
  Mutual Fund Selling Agent Representative (WAPERD).
  Wealth Management Certification Program (WMCP).
  In House Class International Wealth Management Certification Program 2014.

CIMB Niaga Bank

  Executive Development Program (PPS), Jakarta.
  Wealth Management Certification Program, Bogor.
  New Relationship Manager Enhancement Program 2016.

Maybank

  Pre Wealth Management & People Development Training, Cipanas - West Java.
  Wealth Management Certification Program, Jakarta.
  Affiliate Wealth Manager (Aff. WM) Certification & Selling Skill Program Batch 1 Until Batch 11.

Commonwealth Bank

  Relationship Manager Acceleration Program Batch 1 Until Batch 5.
  Pre Wealth Management, Jakarta.
  Bancassurance, Surabaya.
  Wealth Management Workshop, Jakarta.
  Wealth Management Training Series, Jakarta.

Permata Bank

  Investment & Bancassurance Enlightment Program, Jakarta.
  Mutual Fund Selling Agent Representative (WAPERD), Jakarta.
  Wealth Management Certification Program, Jakarta.
  Acceleration Program for Priority Banking Relationship Manager, Jakarta.
  Banking Associate Program for Relationship Manager, Jakarta.
  Banking Associate Programme Whole Sale Banking, Jakarta.
  Graduate Management Associate Program.
  Capacity Building Program for Relationship Manager Region 8, 2013.
  Increasing Activity In Sales To Create Result, 2013.

BJB Bank

  Enlightment Program In Wealth Management, Bandung.
  Wealth Management Certification Program, Bandung.

NOBU National Bank

  WAPERD Examination Preparation Program 2016 (Batch 1).

OCBC NISP Bank

  WAPERD Examination Preparation Program 2016 Batch 1 Until Batch 5.
  Acceleration Program for RO to Personal Financial Consultant Batch 1 Until Batch 6.

QNB Kesawan Bank

  QNB First Academy Training Program 2015 (Batch 1 & 2).
  Mentoring & Coaching Program QNB 1st Team (Batch 1 & 2).

Sulut Bank

  Wealth Management Seminar, Manado.
  Wealth Management Introduction Program, Manado.

RBS Bank

  Wealth Management Certification Program, Jakarta.
  Banking Education Fair.

ANZ Bank

  Mutual Fund Selling Agent Representative (WAPERD), Jakarta.

BNP Bank

  Wealth Management Working for Leaders, Bandung.

CIMB Sunlife

  Excellence Services for Your Customer CIMB Sunlife 2015 (Batch 1).

Astra Life

  In House Class : WM Certification Program 2015 (AWM), Batch 1.

Manulife Financial

  Bancassurance Workshop.

Cigna Insurance

  Mutual Fund Selling Agent Representative (WAPERD), Jakarta.
  Bancassurance Academy, Jakarta.
  Executive Instructor Development Program (EIDP), Jakarta.
  Enhancement Program For Professional Insurance Advisor 2017, Jakarta.
  How To Tap The Affluent Customer From Wealth Management Perspective 2017, Jakarta.
  Workshop Series on Entrepreneurial Mindset (Series 1-5).

Takaful Keluarga Insurance

  General Agency Sales Performance.
  Corporata Distribution Sales Program.

BBP2HP

  Service Excellence Workshop.

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