Course Content
Pre Test
Learning Guideline & Overview
Kelompok Pekerjaan: Pemasaran
Kelompok Pekerjaan: Pembukaan Rekening
Kelompok Pekerjaan: Merekomendasikan Efek
Kelompok Pekerjaan: Transaksi Efek
Pre Test – Wakil Perantara Pedagang Efek (WPPE)
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Learning Guide & Overview WPPE
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6 Topics
1 Quiz
Metode Uji Kompetensi
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Kelompok Pekerjaan WPPE
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Dokumen Pendaftaran Uji Kompetensi WPPE
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Produk Investasi Pendapatan Tetap
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Produk Investasi Saham
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Produk Investasi Reksa Dana
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KUIS 0 : PRA TRAINING – WPPE
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Melakukan promosi produk investasi dan produk investasi syariah
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3 Topics
Prospektus, Fund Fact Sheet dan Brosur
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Fitur Produk, Kegiatan dan Evaluasi Pemasaran
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Produk Investasi Reksa Dana
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Memasarkan efek bersifat ekuitas kepada calon nasabah perantara pedagang efek
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5 Topics
Profil Risiko
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Pemetaan Profil Risiko
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Marketing Tools
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Skema Pendanaan Pasar Modal Ekuitas
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Kelas Asset Ekuitas
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Memasarkan efek bersifat utang dan/atau sukuk kepada calon nasabah perantara pedagang efek
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6 Topics
Profit Investor, Pemetaan Calon Investor, Jenis Profil Resiko
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Pemetaan Profil Investor, Target Investor, Rencana Pemasaran
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Marketing Tools
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Skema Pendanaan Pasar Modal
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Surat Utang/Sukuk
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Mekanisme Transaksi Efek Bersifat Utang dan/atau Sukuk (EBUS)
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Memasarkan produk investasi alternatif dan produk investasi alternatif syariah
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2 Topics
Kebijakan Investasi Produk Reksa Dana
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Pemetaan Profil Investor
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Menyusun kegiatan pemasaran produk investasi alternatif dan produk investasi alternatif syariah
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1 Topic
Strategi Pemasaran Produk Investasi
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Menyusun kegiatan pemasaran produk investasi dasar dan produk investasi dasar syariah
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2 Topics
Kontrak Investasi Kolektif
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Investasi Dasar
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[Rangkuman Materi] Kelompok Pekerjaan: Pemasaran
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Kuis: Kelompok Pekerjaan Pemasaran
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Melakukan pembukaan rekening efek untuk calon nasabah perantara pedagang efek
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3 Topics
Proses Pembukaan Rekening
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Istilah dalam Proses Pembukaan Rekening
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Customer Due Diligence (CDD) & Enchanced Due Diligence (EDD)
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[Rangkuman Materi] Kelompok Pekerjaan: Pembukaan Rekening
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KUIS: Kelompok Pekerjaan: Pembukaan Rekening
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Merekomendasikan efek bersifat ekuitas kepada nasabah perantara pedagang efek
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3 Topics
Saham & Teknik Analisa
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Financial Statement
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Financial Analysis
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Merekomendasikan efek bersifat utang dan/atau sukuk kepada nasabah perantara pedagang efek
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4 Topics
Defisini Obligasi
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Semua yang Diperdagangkan
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Bond Yield – Bond Variations
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Durasi Obligasi
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[Rangkuman Materi] Kelompok Pekerjaan: Merekomendasikan Efek
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Kuis Kelompok Pekerjaan: Merekomendasikan Efek
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Melakukan transaksi efek bersifat ekuitas terkait kegiatan perantara pedagang efek
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2 Topics
Mekanisme transaksi Efek Ekuitas
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Segementasi Pasar
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Melakukan transaksi efek bersifat utang dan/atau sukuk terkait kegiatan perantara pedagang efek
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2 Topics
Mekanisme Transaksi Obligasi
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Sistem dalam Transaksi
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[Rangkuman Materi] Kelompok Pekerjaan: Transaksi Efek
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