Penerapan Certified Financial Planner (CFP) Kepada Klien Serta Penilaian Kinerja Unit Link PT Great Eastern Life Indonesia

Susilo, Ariyanto Herika (2012) Penerapan Certified Financial Planner (CFP) Kepada Klien Serta Penilaian Kinerja Unit Link PT Great Eastern Life Indonesia. Internship thesis, Universitas Multimedia Nusantara.

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Abstract

This report is made in order to fulfill internship program at Universitas Multimedia Nusantara (UMN). The internship conducted at PT Great Eastern Life Indonesia (GELIndo), an Insurance company from Singapore, Member of OCBC Group which have Insurance Rating Award from Majalah Infobank and place rank number one with "Very Good" predicate for Life Insurance Company category with Gross Premium more than Rp200.000.000.000,00. Writer was located in agency group named Pro Trust Advisor. The goals of this internship program are to give knowledge about personal finance industry and concepts about financial products and then applied it by doing financial planning to client. Financial planning is based on Certified Financial Planner (CFP®) method with six step financial planning concept, time value of money, personal financial report and ratio. Writer also do measure stock market basis unit link of PT GELIndo compared with the Benchmark Index (IHSG). The performance measure of stock basis unit links of PT GELIndo are using Sharpe, Treynor, Jensen, and Sortino method over period 2009 to 2011

Item Type:	Thesis (Internship)
Keywords:	Life insurance company, PT Great Eastern Life Indonesia, internship report, financial planning, CFP®, unit link, performance
Subjects:	600 Technology (Applied Sciences) > 650 Management and Public Relations > 658 General management (Risk Management, Profit and Loss, Logistics) > 658.1 Organizations > 658.15 Financial Management
Divisions:	Faculty of Business > Management
Depositing User:	Administrator UMN Library
Date Deposited:	20 May 2024 07:18
Last Modified:	20 May 2024 07:18
URI:	https://kc.umn.ac.id/id/eprint/30569

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