Money for WEALTH – Financial Services (MfW-FS)
Established in 2003 by some investment and financial experts who have experience and expertise through years in banking industry, mutual funds, securities, insurance, multi finance, property, tax and consultancy. The Founders hold International designations such as: FRM (Financial Risk Manager), CFA (Chartered Financial Analyst), ChFC (Chartered Fina
ncial Consultant), CLU (Chartered Life Underwriter), RFA (Registered Financial Associate), RFC (Registered Financial Consultant) and CWM (Certified Wealth Manager). OUR VISION
TO BE THE TRUSTED AND THE HIGHEST QUALITY OF FINANCE AND INVESTMENT CONSULTANT
OUR MISSION
Provide professional financial Investment services
Provide innovative & competitive financial services with timely & reliable delivery
Provide financial & investment training & education
Integrate any financial business opportunities & capitalize on it
Implement enterprise culture and good corporate governance
OUR LINE OF BUSINESS
Financial Planning
Wealth Management
Investment Advisory
Risk Management
Professional Standard Licenses, associations, and education background of the professionals at Money for WEALTH - Financial Services:
Global Association of Risk Professionals (GARP)
The Professional Risk Managers' International Association (PRMIA)
Indonesian Risk Professional Association (IRPA)
International Association of Registered Financial Consultants (IARFC)
Financial Planning Association of Indonesia (FPAI)
Association for Investment Management and Research (AIMR)
CFA Institute
Indonesian Financial Executive Association (IFEA)
Asosiasi Wakil Manajer Investasi Indonesia (AWMII)
Asuransi Syariah
Ikatan Sarjana Ekonomi Indonesia (ISEI)
Indonesian Bankers Institute (IBI)
Indonesian Futures Association (IFA)
Persatuan Insinyur Indonesia (PII)
Masyarakat Profesi Penilai Indonesia (MAPPI)
Investment Manager Representatives (Wakil Manajer Investasi)
Underwriter Representatives (Wakil Penjamin Pelaksana Emisi)
Broker – Dealer Representatives (Wakil Perantara Pedagang Efek)
Futures Broker – Dealer Representatives (Wakil Perantara Pedagang Berjangka)
Doctor in Financial Management (Dr)
Master of Business Administration (MBA)
Magister of Management (MM)
Master of Science (Msc)
