TRAINING FINANCIAL PLANNING AND BUDGETING FOR BANKING

TRAINING KONSEP DASAR PERENCANAAN KEUANGAN

TRAINING PENERAPAN FINANCIAL PLANNING AND BUDGETING FOR BANKING

FINANCIAL PLANNING AND BUDGETING FOR BANKING TRAINING OBJECTIVE

The course focuses on the theoretical as well as the practical aspects
of  the  financial  planning and budgeting that a candidate working in
financial  industry  may  come  across.  The  syllabus  is designed to
provide  the  candidates  with  an in depth knowledge of the financial
planning and budgeting so as to enable them to:
* Develop conceptual understanding of the subject
* Apply  the  methods and techniques to carry out financial planning
and budgeting in financial institutions
* Formulate  financial plans and budgets to manage various financial
activities, and
* Evaluate  the  financial plans and budgets for effective financial
control

FINANCIAL PLANNING AND BUDGETING FOR BANKING TRAINING OUTLINE

Introduction to Financial Planning and Control
* Elements   of  financial  planning:  financial  planning  process,
capital   budgeting   decisions,  degree  of  financial  leverage,
dividend policy, and liquidity requirements
* Role of financial planning: examine interactions, explore options,
identify  possible outcomes, and ensuring feasibility and internal
coherence
* Short term and long term plans
* Financial planning models

Financial Analysis and Control
* Financial statements and their nature
* Major financial aspects and framework for  their analysis
* Balance sheet ratios, income statement ratios, and trend analysis
* Cash flow analysis and financial planning

The Planning Function: Budget Process
* Strategic plan
* Operating plans
* Financial plans or budgets
* Forecasting techniques
* Fundamentals of budgets
* Cost estimation and estimation techniques
* Preparation of budgets
* Cash budget
* Income and expense budget
* Budgeted balance sheet
* Use of Pro forma financial stat

INSTRUCTOR

Achmad Fadjar, SE, MM.Ak and Team

Achmad  Fadjar,  SE,  MM.Ak,  sarjana dan master lulusan Universitas
Padjadjaran   adalah   praktisi  serta konsultan senior dalam bidang
Akunting,  Finance,  Marketing  dan  HR  Training & Development. Telah
lebih  dari  sepuluh tahun beliau sebagai praktisi dan pengajar, telah
banyak  membantu  para  klien  dalam membuka wawasan dan menyelesaikan
tugas-tugas pekerjaan dengan effective dan effisien. Pengalaman sekian
lama   telah  mengantar  beliau  dalam penguasaan berbagai topik ilmu
antara    lain    Effective    Presentation &    Negotiation   Skill,
 Interpersonal  Skill  and  Communication  Skill  , Leadership & Team
Development  for  Management  Success  ,   SDM  Berbasis Kompetensi ,
Outsourcing  Management,  Tender  &  Contract  System  ,  Financial  &
Budgeting  serta  banyak lagi topik lainnya. Beberapa klien/ user yang
pernah  mengunakan  jasa beliau : PT. Timah Tbk. PT Arun LNG, PT. Batu
Bara  Bukit Kendi, PT. Petrosea Tbk. , PT. Chevron Pacific Ind.,  PT.
Freeport  Ind.   PT.  Banpu  (  Infocomindo ),  PT. Medco E&P,  PT.
Semen  Gresik    ( persero ) Tbk.  Petrochina Int’l,   PT. Vico
Indonesia,   Pertamina,  Cnooc Ses Ltd.,  PT. British Petroleum, BP
Migas,  PT. Pupuk Kaltim,  PT. Badak NGL,  PT. Inco Ind. Tbk.  PT.
Nusa  Halmahera,   PT.  Kaltim  Pacific Amoniak,  PT. Surveyor Ind.Â
PT.  Samindo  Utama  Kaltim,   PT.  Lekomaras,   PT.  Nusa Halmahera
Mineral,   PT.  Pusri, PT. Kaltim Prima Coal ( KPC ),  PLN,  UTSG,Â
HESS  Indonesia  Pangkah  Ltd, PT. Aneka Tambang, PT. Adaro Indonesia,
PT.  Puncak Jaya Power, PT.  Sandvick SMC, PT. Rekayasa Industri, PT.
Kideco  Jaya  Agung,  PT.  RedPath Indonesia, PT. Kitadin Embalut, PT.
Indominco,  PT. Centra Indo Teknik, PT. Arutmin, PT RedPath Indonesia,
PT. Bama Bumi Sentosa,  PT. Santos, PT. Indomuro Kencana Straits, PT.
Jasindo,  PT.  Krakatau Wajatama,  PT. Citic Seram Energi, PT. Kaltim
Prima Industri, PT. Connoco Phillips Indonesia, Total E & P Indonesie,
PT Energi Sengkang, PT. Hexindo,  PT. Turbaindo Coal Mining, PT Berau
Coal,  Poltek  Bengkalis,PT. Bank Mandiri, PT. Angkasa Pura 2, Embassy
of  the  Kingdom  of Netherlands, PT.  Inspindo Mulia, Pertamina Hulu
Energi ONWJ Ltd., UNDP, dll.

JADWAL TRAINING TAHUN 2026

03 – 04 Januari 2026 | 16 – 17 Januari 2026

06 – 07 Februari 2026 | 20 – 21 Februari 2026

05 – 06 Maret 2026 | 19 – 20 Maret 2026

03 – 04 April 2026 | 23 – 24 April 2026

07 – 08 Mei 2026 | 21 – 22 Mei 2026

05 – 06 Juni 2026 | 25 – 26 Juni 2026

09 – 10 Juli 2026 | 23 – 24 Juli 2026

06 – 07 Agustus 2026 | 20 – 21 Agustus 2026

04 – 05 September 2026 | 18 – 19 September 2026

08 – 09 Oktober 2026 | 22 – 23 Oktober 2026

06 – 07 November 2026 | 26 – 27 November 2026

04 – 05 Desember 2026 | 18 – 19 Desember 2026

Metode Training

1. Tatap Muka/offline
2. Online via zoom

Kota Penyelenggaraan jika offline :

1. Bandung
2. Jogjakarta
3. Surabaya
4. Jakarta

fasilitas yang didapatkan

1. Training Kit Eksklusif
   • Tas
   • Name Tag
   • Modul
   • Flash disk
   • Ballpoint
   • Block Note
   • Souvenir
2. Harga yang Reliable
3. Trainer Kompeten di bidangnya
4. Pelayanan Maksimal untuk peserta
5. Penjemputan dari dan ke bandara

Investasi :

Public training : Rp. 4.500.000 (minimum 3 pax)

In House Training : on Call