Preparatory Course for Certified Financial Planner Examination

Course Introduction

CERTIFIED FINANCIAL PLANNER™/CFP® certification represents the gold standard of financial planning and wealth management. CFP® certificants are seen as the cream of the crop within the financial planning and wealth management industries. 100% Examination Examinations are held by the Financial Planning Association of Singapore (FPAS) three times a year – in April, July and October/November. Teaching and learning There will be a combination of guided studies, lectures, tutorials, and self directed learning.

Course Pre-Requisites

Age: 18 years old

  • Academic Qualification (Any of the following):
    • a full GCE A Level certificate (is 2 ‘A’s and 2 ‘O’s)
    • minimum 3 years of working experience in any profession
  • English Proficiency:
    • Qualification taught and examinated in English

Target Audience/Who Should Attend

For those interested in pursuing a career as a Certified Financial Planner or looking to expand knowledge on financial planning.

Course Outline

The CERTIFIED FINANCIAL PLANNER™/CFP® certification is obtained after the successful completion of the following 6 modules. The CFP® certification equips individuals with all the tools to be capable and confident of providing professional advice that meet strict international standards with regards to all aspects of financial and wealth planning.

Each module has 27 classroom hours.

  • Foundations in Financial Planning
  • Risk Management and Insurance Planning
  • Tax Planning and Estate Planning
  • Investment Planning
  • Retirement Planning
  • Financial Plan Construction and Professional Responsibilities

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