Course Content
Pre Test
Pemasaran Pedagang Efek
Pembukaan Rekening
Pre Test – Wakil Perantara Pedagang Efek Pemasaran Terbatas (WPPE-PT)
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Memasarkan efek bersifat ekuitas kepada calon nasabah perantara pedagang efek
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5 Topics
Profil Risiko – P
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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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Kuis: Pemasaran Pedagang Efek
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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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Kuis: Pembukaan Rekening
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