materi kuliah tamu haryajid ramelan

8/19/2019 Materi Kuliah Tamu Haryajid Ramelan

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05/09/2015

1

Which The Best Profession

to you today

Haryajid Ramelan,

SE, MM, CSA®, CRP®, CFP®, RFC®, CPRM®, CRMP®, RIFA®

Background• Arya Prada Securities ( Support Data ) 1993

• Indomitra Securities Technical Analyst ( Research Analyst) 1995

• Trust Securities (Head Of Research Analyst) 2000

• Rifan Financindo Sekuritas ( Head of Research Analyst ) 2000 - 2004

• Recapital Asset Management (Fund Manager) 2003 - 2008

• Sammara Investment (Director) 2008 - 2009

• Kapita Sekurindo (President Director) 2009 - 2011

• Capital Bridge Indonesia (President Director) 2011 - Now

• Komite Hair Cut PT. Kliring Penjamin Efek Indonesia 2010 - Now

• Ownership : – Capital Bridge Advisory (Financial Advisor)

– Jembatan Kapital Media (Event Organizer and Issuer)

– Citra Sukses Analis (Research Consultant)

– Reksamadani Candradimuka (Risk Management Consultant)

– TAP Kapital Indonesia (Training Provider)



05/09/2015

2

Organization in Capital Market• AAEI (Asosiasi Analis Efek Indonesia) 2003 - Now

– Founder

– Kadiv Pendidikan

– Sekretaris Jenderal

– Ketua Umum

• AWP2EI (Asosiasi Wakil Perantara Pedagang Efek Indonesia) 2000 – Kadiv Pendidikan

– Sekretaris Jenderal Ketua Umum

– Penasehat

• APPMI (Asosiasi Profesi Pasar Modal Indonesia) 2010 - Now – Founder

– Sekretaris Jenderal

• Founder CSA (Certified Securities Analyst) 2012

• Founder CRP (Certiried Risk Profesional) 2014

• Founder (LembagaSertifikasi Profesi Pasar Modal Indonesia)

• ASESSOR : - ASESSOR KOMPETENSI - BNSP – ASSESOR LICENSI - BNSP

Others• The Most Popular Analyst in Capital Market at 2003

• Author : Buku Soal – Jawab – Pembahasan Ujian Wakil Manajer Investasi penerbit

Gramedia. (Best Seller)

• Author : Buku Pedoman Profesional Pasar Modal

• Author : Buku Gerbang Pintar Pasar Modal

• Guest Lecturer : – BINUS (Financial Planning) - STIE IBI

– UniversitasParahiyangan(Guest) - LMKA (Capital Market)

– UniversitasIndonesia (Capital Market) - Bina Insan(Capital Market)

– Padjajaran (Capital Market) - Permata Bank (Financial Planning)

– UII (Capital Market) - Nasional Re (Capital Market)

– Perbanas( Capital Market & Financial P lanning) - Manulife (Financial P laning)

– ITB (Capital Market) - Mandiri University (Capital Market)

– Trisakti(Capital Market) - AXA ( Financial Planning)

– Pelita Harapan (Capital Market) - STAN (Capital Market)

– Mercu B uana Univercity (Capital Market) - Bursa Efek I ndonesia

– Universitas H asanudin ( Capital Market) - Prudential (Financial Planning)

– UNILA ( Capital Market) - Universitas Tarumanegara (Certification)

– IPB (Certification in Capital Market) - JMT House (Capital Market)

• Columnist diberbagai Media Massa di Indonesia (Kompas, Investor Daily, Kontan, Bisnis

Indonesia, Media Indonesia, Republika, Majalah Swa, Majalah Info Bank.

• Speaker : Seminar, Talkshow, TV, Radio, University, Community ect



05/09/2015

3

AEI 2015

MATERI

1

How Profesional in Asean2

3

4

5

5

6 Choice your CERTIFIED…

Capital Market Go Competence?

Change Driver

Which your Passion & Profesion?

AEC 2015 ??



05/09/2015

4

ASEAN Economic Community (AEC) 2015

• Free flow of Goods: Single Market

• Free flow of Services: Service Liberalization

• Free flow of Investment: Open Investment

• Freer flow of Capital: Greater Capital Mobility

• Free flow of Skilled Labor: Mobility of Labor

AEC Blueprint

AEC

Attractiveness600

1.8

7

Sources : SCG

Vietnam Cambodia Myanmar Laos

Thailand Malaysia Indonesia Vietnam

Singapore Malaysia Thailand

ASEAN Economic

Community (AEC) 2015



05/09/2015

5

Competitive Landscape

Territory

Product

Focus

Domestic

Commodity-based

Cost Leadership

The Old Playing Field

ASEAN

HVA Produc ts & Services

Innovation & Technology,

Brand, Social Media,

Green Initiatives

The New Playing Field

9Sources : SCG

10

Strategy to … INNOVATION

HighValue Added



05/09/2015

6

FAKTA : DARI 257 JUTA PENDUDUK INDONESIA

60 % ADALAH ANAK MUDA

Faktadan Data

Jumlah Penduduk Indonesia

257 juta orang

Angkatan Kerja

+/- 117.000.000 orang

Pengangguran

+/- 7.700.000 orang

PDB

820 Milyard USD

2015 Tumbuh 5% Asia Growth 6.3%

Pendapatan Per Kapita

USD 3504

Ekspor

203,6 milyard USD

Impor

+/- 177,3 milyardUSD

Cadangan devisa Jan 2015

US$114,2 miliar,

Global US$ 11,6 triliun

Inflasi

8.36% Tahun 2014

6.36% Maret 2015

Pertumbuhan (2015)5.2% (2015IMF)

5.5% ( 2015 ADB)

Sources : RSO

Negara Populasi

Indonesia 257,769,000

Philippines 96,471,000

Vietnam 89,730,000

Thailand 69,892,000

Myanmar 48,724,000

Malaysia 29,322,000

Cambodia 16,374,000

Laos 6,478,000

Singapore 5,256,000

Timor Leste 1,187,000

Brunei 413,000

Total 608,616,000

Sources : RSO



05/09/2015

7

Negara Populasi



Vietnam 89,730,000

Thailand 69,892,000

Myanmar 48,724,000

Malaysia 29,322,000

Cambodia 16,374,000

Laos 6,478,000

Singapore 5,256,000

Timor Leste 1,187,000Brunei 413,000

Total 608,616,000

Negara Angkatan Kerja


POPULASI


Vietnam 89,730,000

Thailand 69,892,000

Myanmar 48,724,000

Malaysia 29,322,000

Cambodia 16,374,000

Laos 6,478,000

Singapore 5,256,000

Timor Leste 1,187,000Brunei 413,000

Total 608,616,000

Jumlah Angkatan Kerja Indonesia Bahkan melebihi jumlah penduduk

Negara no.2 penduduk terbanyak di ASEANSources : RSO

Case Study : Philipina

Negara Angkatan Kerja


Angkatan Kerja


Negara Populasi

Indonesia 257 juta

Philippines 96 juta

Economic Growth : 7,1 %

( The highest among asean Country)

Economic Growth :4.7 %

Indonesia

Kemampuan Bahasa Asing ( Inggeris)

Kemampuan Manajemen sumberdaya

manusia yang unggul

Pendidikan pelatihan SDM yang unggul

Pengelolaan Sumberdaya alam

VS

Pengelolaan Sumberdaya Manusia

PhilipinaIndonesia

Sources : RSO



05/09/2015

8

Summary of Areas

of Economic and Financial Integration

Financial integration of ASEAN will be as follows:

1. Financial services liberation, including banking

integration

2. Capital account liberation: removing

restrictions on foreign exchange transactions on current

account, foreign direct investments, portfolio investments, etc.

3. Capital market development: harmonization of

laws and regulations, and linkage of market infrastructure, etc.

4. Harmonized payments and settlement systems.

15

How Profesional in Asean?



05/09/2015

9

The Competition Getting Wilder and Harder

Annual Basic Salary

Corporate finance, M&A, ECM, DCM

• China: Director £122,000 –£203,000. Managing director £182,000+Hong Kong:Director £126,000 –£158,000. Managing director £158,000+Japan: Director£117,000 –£176,000. Managing director £176,000+Singapore: Director £106,000 –£168,000. Managing director £168,000+

Global markets• China: Senior trader £80,000 –£151,000. Desk head £151,000+Hong Kong: Seniortrader £94,000 –£196,000. Desk head £196,000+Japan: Senior trader £116,000 –£175,000. Desk head £175,000-£233,000Singapore: Senior trader £84,000 –£119,000. Desk head £119,000+

Private equity

• China: Director £152,000 –£253,000. Managing director, £182,000+Hong Kong:Director £110,000 –£174,000. Managing director, £174,000+Japan: Director£117,000 –£176,000. Managing director, £176,000+Singapore: Director £86,000 –£120,000. Managing director, £120,000+

Sources : Seminar APPMI 2014 (BEI)



05/09/2015

10

Annual Basic SalaryAsset management• China: Fund manager £60,000 –£101,000. Chief fund manager,

£101,000+Hong Kong: Fund manager £81,000 –£111,000. Chieffund manager, £111,000 –£166,000Japan: Fund manager £59,000 –£106,000. Chief fund manager, £106,000 –£147,000Singapore: Fundmanager £72,000 –£84,000. Chief fund manager, £84,000 –£120,000

Hedge fund

• China: Assistant fund manager £65,000 –£91,000. Fund manager

£101,000+Hong Kong: Assistant fund manager £94,000 –£118,000.Fund manager £118,000 –£235,000Japan: Assistant fund manager£58,000 –£87,000. Fund manager £117,000+Singapore: Assistantfund manager £86,000 –£120,000. Fund manager £120,000+


Successful Singapore

Financial Banker Life1. They live in nice condo worth start

from SGD3,000 amonth.

2. Riding the Lamborghini, Porsche,

Ferrari, Maserati, or minimum theMercedes Benz

3. Having party every weekend

4. Surrounded by hot girls

5. Wear a branded stuffs like a Hermes,

LV, Bottega, etc

6. Travel with Singapore Airlines in the

Business Class

7. Basic salary from USD120,000-

USD300,000 a year

Working AreaThe coolest place in the city, CBD area

• MarinaBay

• RafflessAvenue

• TemasekAvenue

• etc

PREPARE

MY PROFESSION




05/09/2015

11

Qualifications (Certification)

1.Long hour and hardwork

2.Educational requirements.

3.Analyst and associate jobs, bankers

4.Knowledge and communication keys

5.Mathematics, accounting, and other skills


Certification1. CFA–CharteredFinancialAnalyst

2. CMT–CharteredMasterTechnician

3. CFTe-CertifiedFinancialTechnician

4. MFTA–MasterFinancialTechnician5. Investment Manager License

6. CFP – Certified Financial Planning

AcademicRequirement:1. Bachelor Degree Minimum

2. Master Business Administration(MBA)

3. Master of other degree




05/09/2015

12

Peningkatan

Daya saing

Profession in Financial Services

Which your Passion &

Profesion?



05/09/2015

13

• Profesi Lending

• Profesi Risk Management

• Profesi Treasury, Dealer and

Settlement

• Profesi Wealth

Management

• Profesi Audit Internal

• Profesi Funding and Service

• Profesi Operation

• Profesi General Banking

• Profesi Finance & Accounting

• Profesi Teknologi dan

Informasi

• Profesi Human Resources

• Profesi Compliance and Legal

• Profesi Sales and Marketing



05/09/2015

14

• PROFESI AKTUARIS

• PROFESI UNDERWRITING

• ADJUSTER CLAIM

• PROFESI AGEN ASURANSI

• PROFESI CLAIM

• PROFESI REASURANSI

• PROFESI SURVEYOR

• PROFESI INSURANCE

BROKER

• PROFESI REINSURANCE BROKER

• PROFESI MARKETING NON AGENCY

UNTUK RETAIL CONSUMER

• PROFESI MARKETING NON AGENCY

UNTUK CORPORATE CONSUMER

• PROFESI MANAGEMEN RISIKO

• PROFESI PRODUCT DEVELOPMENT

• PROFESI INVESTMENT

• PROFESI ANALYST CREDIT

• PROFESI SURVEYOR

• PROFESI COLLECTOR

• PROFESI REGIONAL RECOVERY

• PROFESI ADMIN STAFF

• PROFESI CASHIER

• PROFESI CREDIT ADMIN

PROCESSOR

• PROFESI INTERNAL AUDIT

• PROFESI CREDIT

• PROFESI FINANCE



05/09/2015

15

• PROFESI ANALIS INVESTASI

• PROFESI AKTUARIS

• PROFESI TAX OFFICER

• ANGGOTA DEWAN PENGAWAS

• DIREKTUR

• PROFESI MANAGER DAN GENERAL MANAGER• PROFESI SEKRETARIS

• PROFESI LEGAL

• PROFESI AUDIT INTERNAL

• PROFESI PENAKSIR

• PROFESI PENGELOLAAN AGUNAN

• PROFESI ANALIS KREDIT UNIT

• PROFESI ADMINISTRASI MICRO



05/09/2015

16

• PROFESI BROKER

• PROFESI RESEARCH &

ANALYST

• PROFESI INVESTMENT

BANKERS

• PROFESI PENGELOLA DANA

• PROFESI MARKETING

PENDIDIKAN dan PELATIHANPeningkatan Kemampuan Daya Saing SDM di Pasar Modal

OJK & SROMembuat regulasi kemudahan baik untuk investor maupun para pelaku

PERUSAHAAN JASA KEUANGANPeningkatanStandar Pendapatankepada Profesional yang Kompeten

PROFESIONALPREPARE dengan Pendidikan yang lebih baik lagi



05/09/2015

17

Change Driver

1. Scrip less trading

2. Easy and cheap Internet drivesonline trading

3. Android and Ipad deliver great

flatform

4. Technology connect all market

players. YOU CAN REACH THE

ANTARTIC IN 5 SECONDS

Change Drivers

Technology



05/09/2015

18

1. Life style

2. Investor demography :

Youth, Woman, Netizen

3. Investment purpose

Change Drivers

Market

1. Community2. Need something to be

discussed in life

3. Independent self

employee

4. Instant Life behavior

5. Social Media influence

6. Monkey see monkey do

Change Drivers

Socio Culture



05/09/2015

19

1. Government support in paper

investment

2. New regulation in trading rules

(Indonesia)

Change Drivers

Politic

1. The world is now flat. Economyconnects all countries and have a

stronger relation than before

2. Mid to high income society is

increasing

3. In the last 10 years, financial

market based economy takes a

bigger portion as the key driver

Change Drivers

Economic



05/09/2015

20

MOU

OJK - BNSP

MOU

BERAPA BESAR

KEBUTUHAN PROFESI?

TOTAL

32.000 Orang

BANKING

4.920 Orang

ASURANSI

1.930 orang

PASAR MODAL

25.080Orang



05/09/2015

21

• Memiliki Sertifikasi

Keahlian

• PEMASARAN

• RISK MANAJEMEN

• KEPATUHAN

• RESEARCH ANALYST

• FUND MANAGER• Menjadi Anggota Asosiasi

• Memiliki Kartu

Keanggotaan

POJK NO 27POJK NO 25

KESIAPAN

PROFESI JASA KEUANGAN(Pasar Modal Indonesia)

ASOSIASI INDUSTRI

Pemberi Kerja

ASOSIAI PROFESI

Pekerja

Asosiasi Dana Pensiun Indonesia

Asosiasi PerusahaanEfek Indonesia

Asosiasi Emiten IndonesiaAsosiasi Pengelola ReksadanaIndonesia

Asosiasi Profesi Pasar Modal Indonesia

Asosiasi Wakil Perantara Pedagang Efek Indo.

Asosiasi Wakil PenjaminEmisi Efek Indonesia

Asosiasi Wakil Manajer Investasi Indonesia

Asosiasi Analis Efek Indonesia

Asosiasi Analis Teknikal Indonesia

Asosiasi PerencanaKeuangan Indonesia

IkatanPialang Efek Indonesia



05/09/2015

22

Ciri-ciri Profesi

TerlatihLisensi /

bersertifikasi

Memberi

jasa utkumum

Anggota

OrganisasiProfesi

PROFESIONAL PASAR MODAL?

Capital Market Go Competence?



05/09/2015

23

Kompetensi KerjaKemampuan kerja setiap individu

yang mencakup aspek :

Skill

Knowledge

Atti tute (Sikap Kerja)

CPD untuk:

membekali, meningkatkan kemampuan

produktivitas dan kesejahteraan

Sesuai persyaratanIndustri& CakupanPelatihan

Standar Kompetensi

APPMI sebagai Payung bagi

Profesi di Pasar Modal dalam

membangun

STANDAR PROFESI

Equity Analyst

Broker Dealer

Penjamin Emisi Efek

Manajer Investasi

Technical Analyst

Financial Planning

Risk Management

Compliance

Sales Equity

Investment Banking

Investment Advisor



05/09/2015

24

Standar Kompetensi PASAR MODALTerdaftar di KEMENTRIAN TENAGA KERJA

L S P - P MProfesional Capital Market

Go Competen

Lembaga Sertifikasi Profesi Pasar Modal



05/09/2015

25

Basis for Recognition among ASEAN countries

49

Education

License

Competencies

Experience

Standards and Guidelines

Note:• All ASEAN Capital Market professionals Guidline &

Standard ( Indonesian – BNSP)

• Mutual Recognition Agreements (MRAs)

• The next ASEAN professional membership agreements.

Choice Your CERTIFIED



05/09/2015

26

Certification

1. CFA–CharteredFinancialAnalyst

2. CMT–CharteredMasterTechnician

3. CFTe-CertifiedFinancialTechnician

4. MFTA–MasterFinancialTechnician

5. Investment Manager License

6. CFP – Certified Financial Planning

7. CSA (Certified Securities Analyst)


Certified Securities Analyst

ANALIS EFEK



05/09/2015

27

REGISTERED SECURITIES ANALYST

& CERTIFIED SECURITIES ANALYST

Merupakanprogram pendidikan sertifikasi

profesi bagi praktisi Analis Efek yang

berkua lit as, bergengsi dan ber bobot baik dari segi

materi kurikulum dan studi kasus serta kualifikasi tenaga

pengajar serta diselenggarakan oleh lembaga standar

analis efek yang independen. Sudah meluluskan

lebih dari 250 Analis.

Didukung oleh

Asosiasi Analis Efek Indonesia (AAEI)

POJK NOMOR 27/POJK.04/2014dantentang Perizinan Wakil

Penjamin Emisi Efek dan Wakil

Perantara Pedagang Efek

Lembaga Sertifikasi Profesi Pasar Modal

MMUGM Pascasarjana UI

Lembaga Sertifikasi

Universitas

Data Provider

Asosiasi Profesi Pasar Modal Indonesia

Asosiasi Profesi



05/09/2015

28

PROGRAM SERTIFIKASI

ANALYST PROFESIONAL

Mengapa Kami BedaProgram Serti fikasi Profesi

Pendidikan kualitas tinggi

Site Visit, Ujian, CE

Dukungan

1

2

3Materi, Kurikulum, Pengajar

Site Visit1. Public Company2. Bursa Efek Indonesia

APPMI AAEILSP-PMUniversitas IndonesiaUniversitas Gajah MadaTrisaktiPerbanasBursa Efek IndonesiaThomson Reuter



05/09/2015

29

What?

Junior

Analyst

Profesional

Pasar Modal

Investor

Analis

Akademisi

Praktisi

berpengalaman

Basic &

IntermediateAdvance

PENDIDIKAN PROFESIONAL



05/09/2015

30

How to

Process?

Lembaga Independen

menjamin mutu

kompetensi

Profesional

LSP-PM

Akan melakukan

SERTIFIKASIPada setiap Peserta

Pendidikan

RSA dan CSA



05/09/2015

31

Rekomendasi Perusahaan & PT.

Test Ujian Masuk

Pendaftaran

Proses Pelatihan

Pelatihan Sertifikasi RSA

Site Visit ke Emiten

Bagaimana

Proses

Pendidikan

Ujian Tertulis RSA

CE (Continue Education)

Rekomendasi : Company, PT

CV dan sertifikasi serta Pengalaman

Pendaftaran

Proses Pelatihan

Pelatihan Sertifikasi CSA

Site Visit ke Emiten

Bagaimana

Proses

Pendidikan

Ujian Tertulis, Paper & Presentasi

CE (Continue Education)



05/09/2015

32

SIAPA PESERTA

$ $Saat Ini

Akan Datang

Apa Profesi Anda

Hasil lebih besar



05/09/2015

33

Kebanggaan akan profesi

Kebutuhan analis yang profesional

Meningkatkan kecakapan profesional di Pasar Modal

Why

Network

MASA DEPAN CERAH

CERTIFIED

SECURITIES

ANALYST

(CSA®)

MATERI PELATIHAN

Kode Etik & Peraturan terkait

Analisa Ekonom

Analisa Fundamental Analisa Ekuitas

Financial Bihavour

Analisa Teknikal Lanjutan

10 M O D U L

Analisa Pendapatan Tetap Terapan

Valuasi & Modeling Keuangan

Visit to Emiten /BURSA EFEK INDONESIA

UJI KOMPETENSI

Ujian TertulisResearch Report

Analisa Derivative

Capital Market Instrument



05/09/2015

Sekian…

Terima kasih

Haryajid Ramelan

081905813797

[email protected]

materi kuliah tamu haryajid ramelan

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