Ujian Sertifikasi Profesi Bidang Asuransi Dan Keuangan [PDF]

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SERTIFIKASI PROFESI ASURANSI No 1



Bidang Asuransi Asuransi Jiwa



Lembaga Penyelenggara Pesatuan Aktuaris Indonesia (PAI)



Asosiasi Ahli Manajemen Asuransi Indonesia (AAMAI)



Ujian/ Kursus 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.



A10 : Matematika Keuangan A20 : Probabilita dan Statistika A30 : Ekonomi A40 : Akuntansi A50 : Metode Statistika A60 : Matematika Aktuaria A70 : Permodelan dan Teori Risiko F10 : Investasi dan Manajemen Aset F20 : Manajemen Aktuaria F31 : Aspek Aktuaria dalam Asuransi Jiwa 11. F32 : Aspek Aktuaria dalam Dana Pensiun 1. PAJ : Pengantar Asuransi Jiwa 2. POJ : Pengantar Operasional Perusahaan Asuransi Jiwa Life Insurance Specialist : 1. CF. 01 : Risk Management and Underwriting 2. CF. 02 : Life Insurance Claim Administration 3. CF. 03 : Life Insurance Financial Planner 4. CF. 04 : Life Insurance Customer Service



1. K.651110.001.01 : Menerapkan Prinsip Dasar Asuransi Jiwa dan Sistem Operasional Asuransi Syariah 2. K.651110.002.01 : Menerapkan Prinsipprinsip Operasional Perusahaan Asuransi Jiwa 3. K.651110.003.01 : Menerapkan Prinsipprinsip Manajemen dan Statistik di Bidang Asuransi Jiwa 4. K.651110.004.01 : Menerapkan Manajemen Risiko dan Seleksi Risiko di Bidang Asuransi Jiwa



Gelar ASAI



FSAI



CLI (Certificate In Life Insurance) ICLU (Indonesian Certificate Life Underwriter), ICCA (Indonesian Certificate Customer Administrator), ICLFP (Indonesian Certificate Life Financial Planner), ICCSO (Indonesian Certificate Customer Service Officer) AAAIJ (Ajun Ahli Asuransi Indonesia Jiwa)



5. K.651110.005.01 : Menerapkan Konsep Pemasaran Asuransi Jiwa



LOMA



1. K.651110.906.01 : Merancang Produk Melalui Solvabilitas Permodalan Asuransi Jiwa 2. K.651110.907.01 : Mengembangkan Manajemen Sumber Daya Manusia 3. K.651110.908.01 : Mengembangkan Sistem Informasi Akuntansi 4. K.651110.909.01 : Mengembangkan Portofolio Investasi Asuransi Jiwa 5. K.651110.961.01 : Menganalisis Perkembangan Perekonomian Dan Prinsip-prinsip Perpajakan di Bidang Asuransi Jiwa 6. K.651110.971.01 : Merancang Pengembangan Kewirausahaan Bisnis Asuransi Jiwa 7. K.651110.981.01 : Mengembangkan Konsep Pemasaran Jasa Asuransi Jiwa 8. K.651110.991.01 : Membangun Konsep Kepemimpinan di Perusahaan Asuransi Jiwa 9. K.651110.910.01 : Membangun Prinsipprinsip Manajemen Asuransi Jiwa



AAIJ (Ahli Asuransi Indonesia Jiwa)



1. LOMA 280 : Prinsip-prinsip Asuransi 2. LOMA 290 : Pengoperasian Perusahaan Asuransi 3. LOMA 301 : Administrasi Asuransi



CPLHI (Certified Professional Life and Health Insurance)



Level I: 1. LOMA 280/281 : Insurance Principles 2. LOMA 290/291 : Insurance Operations 1. LOMA 301/302 : Insurance Administration 2. LOMA 307/308 : Business & Financial Concepts 3. LOMA 320/321 : Marketing



Associate, Life Management Institute (ALMI)



1. 2. 3. 4. 5.



Fellow, Life Management Institute (FLMI)



LOMA 311 : Law LOMA 335 : Management LOMA 357 : Investments LOMA 361 : Accounting LOMA 371 : Risk Management & Product Design



1. SRI 111 : Retirement Marketplace 2. SRI 121 : Retirement Savings and Investments 3. SRI 131 : Planning for a Secure Retirement 1. SRI 210 : Successful Retirement Outcomes 2. SRI 220 : Retirement Marketing and Business Acquisition 3. SRI 230 : Retirement Administration



Certificate in Retirement Essentials



SRI 500 : Transforming Retirement Security



Fellow, Secure Retirement Institute (FSRI) ACS — Life Insurance



1. Required courses : a. ACS 100/101 : Customer Service b. LOMA 280/281 : Insurance Principles c. LOMA 290/291/ARA 440 : Insurance Operations/ Reinsurance Administration 2. Elective courses — select two : a. LOMA 301/302 : Insurance Administration b. LOMA 307/308 : Business and Financial Concept c. LOMA 320/321 : Marketing 1. 2. 3. 4. 5. 6.



2



Asuransi



Pesatuan



LOMA 280/281 : Principles LOMA 290/291 : Insurance Operations LOMA 311 : Law LOMA 320/321 : Marketing AIRC 411 : Compliance 1 AIRC 421 : Compliance 2



Associate, Secure Retirement Institute (ASRI)



Associate, Insurance Regulatory Compliance (AIRC)



1. LOMA 280/281 : Principles 2. LOMA 290/291 : Insurance Operations 3. LOMA 301/302 : Insurance Administration 4. LOMA 311 : Law / AIRC 411/421 : Compliance 1 5. LOMA 361 : Accounting 6. ARA 440 : Reinsurance Administration



Associate, Reinsurance Administration (ARA)



1. A10 : Matematika Keuangan 2. A20 : Probabilita dan Statistika



ASAI



Kesehatan



Aktuaris Indonesia (PAI)



Asosiasi Ahli Manajemen Asuransi Indonesia (AAMAI) Perkumpulan Ahli Manajemen Jaminan dan Asuransi Kesehatan Indonesia (PAMJAKI)



LOMA



3



Asuransi Umum



Pesatuan Aktuaris Indonesia (PAI)



3. 4. 5. 6. 7. 8. 9.



A30 : Ekonomi A40 : Akuntansi A50 : Metode Statistika A60 : Matematika Aktuaria A70 : Permodelan dan Teori Risiko F10 : Investasi dan Manajemen Aset F20 : Manajemen Aktuaria F34 : Aspek Aktuaria dalam Asuransi Kesehatan General Insurance Specialist : 1. 900 : Mata ujian Pengetahuan dan Keahlian Organisasi Bisnis 2. Mata ujian Pengetahuan Teknis : 906 : Health Underwriter



ICHU (Indonesian Certified Health Underwriter)



1. FA : Dasar-dasar Asuransi Kesehatan Bagian A 2. FB : Dasar-dasar Asuransi Kesehatan Bagian B 3. MCA : Managed Care Bagian A 4. MCB : Managed Care Bagian B 5. AKN : Asuransi Kesehatan Nasional



AAAK (Ajun Ahli Asuransi Kesehatan)



6. 7. 8. 9.



FRD : Fraud Pelayanan Kesehatan ME : Asuransi Biaya Medis SI : Asuransi Kesehatan Suplemen DI : Asuransi Disabilitas Pendapatan LTC : Perawatan Jangka Panjang 4. LOMA 280 : Prinsip-prinsip Asuransi 5. LOMA 290 : Pengoperasian Perusahaan Asuransi 6. LOMA 301 : Administrasi Asuransi



AAK(Ahli Asuransi Kesehatan)



1. 2. 3. 4.



CNLA (Certified Non Life Analyst)



5. 6. 7. 8. 9. 10. 11. Asosiasi Ahli Manajemen



FSAI



1. 2.



A10 : Matematika Keuangan A20 : Probabilita dan Statistika A40 : Akuntansi Program Pendidikan dan Pelatihan Aktuaria Asuransi Umum A30 : Ekonomi A50 : Metode Statistika A60 : Matematika Aktuaria A70 : Permodelan dan Teori Risiko F10 : Investasi dan Manajemen Aset F20 : Manajemen Aktuaria F33 : Aspek Aktuaria dalam Asuransi Kerugian 001 : Pengantar Prinsip Asuransi 002 : Pengantar Hukum Asuransi



CPLHI (Certified Professional Life and Health Insurance)



ASAI



FSAI



CGI (Certificate in General Insurance)



Asuransi Indonesia (AAMAI)



General Insurance Specialist : 1. Mata ujian Pengetahuan dan 900 : Keahlian Organisasi Bisnis 2. Mata ujian Pengetahuan Teknis : a. 901 : Property Underwriter b. 902 : Marine Underwriter c. 903 : Motor Underwriter d. 904 : Engineering Underwriter e. 905 : Liability Underwriter f. 906 : Health Underwriter g. 907 : Marine Underwriter h. 908 : Bonding Underwriter



1. K.651210.101.01 : Menerapkan Pengelolaan Praktik Asuransi Pada Penyelenggaraaan Usaha Asuransi 2. K.651210.102.01 : Menerapkan Sistem Hukum Pada Penyelenggaraan Usaha Asuransi 3. K.651210.103.01 : Menerapkan Konsep Tata Kelola Pada Penyelenggaraan Usaha Asuransi 4. K.651210.104.01 : Melaksanakan Pengelolaan Risiko dan Akseptasi Lini Usaha Asuransi Kendaraan Bermotor dan Tanggunggugat 5. K.651210.105.01 : Melaksanakan Pengelolaan Risiko serta Akseptasi Lini



ICPU (Indonesian Certified Property Underwriter), ICMar.U (Indonesian Certified Marine Underwriter), ICMo.U (Indonesian Certified Motor Underwriter), ICEU (Indonesian Certified Engineering Underwriter), ICLi.U (Indonesian Certified Liability Underwriter), ICHU (Indonesian Certified Health Underwriter), ICMi.U (Indonesian Certified Miscellaneous Underwriter), ICBU (Indonesian Certified Bonding Underwriter) AAAIK (Ajun Ahli Asuransi Indonesia Kerugian)



6.



7.



8.



9.



10.



11.



12.



13.



14.



15.



16.



4



Investasi dan Keuangan



CFA Institute



1. 2. 3. 1. 2.



Usaha Asuransi Harta Benda, Kepentingan Keuangan dan Pribadi K.651210.106.01 : Melaksanakan Pengelolaan Risiko dan Akseptasi Lini Usaha Asuransi Pengangkutan K.651210.107.01 : Melaksanakan Pengelolaan dan Pengendalian Praktik Underwriting Pada Perusahaan Asuransi Kerugian K.651210.108.01 : Menerapkan Pengelolaan dan Pengendalian Praktik Klaim dalam Bisnis Asuransi Kerugian K.651210.401.01 : Melakukan Pengelolaan dan Pengawasan Manajemen Perusahaan Asuransi Umum K.651210.402.01 : Mensuvervisi Manajemen Underwriting Pada Perusahaan Asuransi/ Reasuransi Umum K.651210.403.01 : Melaksanakan Pengelolaan dan Pengendalian Fungsi Reasuransi dalam Usaha Perusahaan Asuransi Umum K.651210.404.01 : Mengaplikasikan Sistem Manajemen Risiko dalam Kaitan dengan Fungsi Asuransi Sebagai Mekanisme Pengalihan Risiko K.651210.405.01 : Melaksanakan Pengelolaan Risiko dan Akseptasi Lini Usaha Asuransi Rangka Kapal dan Penerbangan K.651210.406.01 : Melaksanakan Pengelolaan Proses Penanganan Teknis dan Administrasi Klaim Asuransi Umum K.651210.407.01 : Melakukan Analisis atas Perkembangan Ekonomi dan Bisnis Global dan Mengantisipasi dampaknya terhadap Usaha Perusahaan K.651210.408.01 : Melaksanakan Fungsi Marketing Produk dan Jasa Asuransi Level 1 Level 2 Level 3 Principles exam Expert exam



AAIK (Ahli Asuransi Indonesia Kerugian)



CFA (Chartered Financial Analyst) CIPM (Certificate in Investement



Yayasan Pendidikan Internal Audit (YPIA) The Institute of Internal Auditors (IIA)



1. 2. 3. 4. 5. 1. 2. 3.



Audit Intern Tingkat Dasar I Audit Intern Tingkat Dasar II Audit Intern Tingkat Lanjutan I Audit Intern Tingkat Lanjutan II Audit Intern Tingkat Manajerial Part 1 : Internal Audit Basics Part 2 : Internal Audit Practice Part 3 : Internal Audit Knowledge Elements CGAP Exam. domains : 1. Domain I : Standards, Governance, and Risk/ Control Frameworks 2. Domain II : Government Auditing Practice 3. Domain III : Government Auditing Skills and Techniques 4. Domain IV : Government Auditing Environtment 1. CFSA Exam. domains : a. Domain I : Financial Services Auditing b. Domain II : Auditing Financial Services Products c. Domain III : Auditing Financial Services Processes d. Domain IV : The Regulatory Environment 2. CFSA Exam Individual Diciplines (choose only one): a. Banking : Products, Processes, and the Regulatory Environment b. Insurance : Products, Processes, and the Regulatory Environment c. Securities : Products, Processes, and the Regulatory Environment CCSA Exam. domains : 1. Domain I : CSA Fundamentals 2. Domain II : CSA Program Integration 3. Domain III : Elements of CSA Process 4. Domain IV : Business Objectives/ Organizational Performance 5. Domain V : Risk Identification and Assestment



Performance Measuremnet) Investment Foundations Certification QIA (Qualified Internal Auditor)



CIA (Certified Internal Auditor) CGAP (Certified Government Auditing Professional)



CFSA (Certified Financial Services Auditor)



CCSA (Certification in Control SelfAssessment)



6. Domain VI : Control Theory and Aplication 1. Part I CIA Exam 2. CRMA Exam. domains : a. Domain I : Organizational governance related to risk management b. Domain II : Principle of Risk Management Process c. Domain III : Assurance Role of the Internal Auditor d. Domain IV : Consulting Role of the Internal Auditor 1. Case Study 1 atau Portofolio 2. Case Study 2 of Professional 3. Case Study 3 Experience 4. Presentation 5. Panel Interview 1. Part I : General Knowledge 2. Part II : Process Safety Auditor 1. Part I : General Knowledge 2. Part II : Management System (multiple choice) 3. Part III : Management System (essay)



Information Systems Audit and Control Association (ISACA)



1. Part I : General Knowledge 2. Part II : Health & Safety (multiple choice) 3. Part III : Health & Safety (essay) 1. Part I : General Knowledge 2. Part II : Environmental Compliance (multiple choice) 3. Part III : Environmental Compliance (essay) 1. Part I : General Knowledge 2. Part II : Responsible Care (multiple choice) 3. Part III : Responsible Care (essay) CISA Exam



CRISC Exam



CRMA (Certification in Risk Management Assurance)



QIAL (Qualification in Internal Audit Leadership) CPSA (Certified Process Safety Auditor) CPEA – Management system (Certified Professional Environmental Auditor) CPEA – Health & Safety CPEA – Environmental Compliance CPEA – Responsible Care CISA (Certified Information Systems Auditor) CRISC (Certified in Risk and Information Systems Control)



CISM Exam



CGEIT Exam



CISM (Certified Information Security Manager) CGEIT (Certified in the Governance of Enterprise IT)