Jansen Syaputra, CFP®
Personal Information
Organization / Workplace
Medan Area, North Sumatera, Indonesia Indonesia
Occupation
Certified Financial Planner
Industry
Finance / Banking / Insurance
About
Hold 3 Certificates (WPPE, WMI, WPEE) by The Committee For Capital Market Professional Standards:
I. Investment Manager Representatives (WMI) Competency with 7 major subject areas:
1. Law & Ethics of Investment Manager
2. Economics
3. Quantitative Analysis
4. Company Financial Statement Analysis
5. Equity Analysis
6. Fixed Income Analysis
7. Portfolio Management
II. Underwriter Representatives (WPEE) Competency with 7 major subject areas:
1. Underwriting
2. Financial Management
3. Assets Appraisal & Financial Accounting
4. Legal Aspects
5. Ethics
6. Portfolio Management
7. Securities Trading
III. Broker Dealer Represe...
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