P201229HIR

Certified Financial Planner, Module 5: Retirement Planning

Programme Scheme : IBF-STS and, Core FAA / SFA CPD


Programme Title Certified Financial Planner, Module 5: Retirement Planning
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Financial Planning Association of Singapore
Purpose of Programme

- help clients ascertain and quantify their individual retirement needs - craft a retirement strategy and plan for the client - understand the various risks to retirement and implement mitigation strategies - apply relevant schemes, instruments and strategies to the client's overall retirement plan

Programme Website https://fpas.org.sg/cfp-certification/exam-process/
Programme Prospectus Click here to download file
Type of Programme Training & Assessment, Assessment
Industry Segment Financial Planning
Location of Training
Training Duration/ CPD Hours: Total: 24 Hr(s)
7 Half Day(s) over 3 Month(s)

Core FAA CPD: 4 Hr(s)
Core SFA CPD: 4 Hr(s)
Name of Contact Person: admin
Designation
DID
Email admin@fpas.org.sg
Skills Category Skills and Competencies Proficiency Level
B. Customer Relationship and Stakeholder Management B10. Personal Finance Advisory 4
G. Product, Sales and Market Management G15. Product Advisory 4
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 4

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