P210112WIQ

Certified Financial Planner, Module 4 Investment Planning

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


Programme Title Certified Financial Planner, Module 4 Investment Planning
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider TMC Academy Pte Ltd
Purpose of Programme

- Recognise clients with sophisticated investment needs, and gather sufficient information to conduct a detailed investment needs analysis; - Recommend suitable investment products and/or asset allocation strategy to meet client's needs. To be eligible for funding support, candidates are required to pass the assessment administered by FPAS. The assessment fee (first attempt) is included in the course fee. An re-assessment fee of $192.60 (inclusive of GST) [or any rates as published by FPAS] is chargeable for subsequent attempts.

Programme Website https://www.tmc.edu.sg/course/certified-financial-planner-certificationmodule-4investment-planning/
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Financial Planning
Location of Training
Training Duration/ CPD Hours: Total: 27 Hr(s)
1 Half Day(s) over 9 Week(s)

Core FAA CPD: 2 Hr(s)
Core SFA CPD: 2 Hr(s)
Name of Contact Person: Kendrick Tan
Designation COO
DID 96460955
Email kendrick.tan@tmc.edu.sg
Skills Category Skills and Competencies Proficiency Level
A. Business Development and Strategy Management A13. Ethical Culture 4
B. Customer Relationship and Stakeholder Management B1. Account Management 4
B. Customer Relationship and Stakeholder Management B3. Customer Acquisition Management 4
B. Customer Relationship and Stakeholder Management B10. Personal Finance Advisory 4
E. Investment and Financial Management E10. Client Investment Suitability 4
E. Investment and Financial Management E16. Financial Analysis 4
G. Product, Sales and Market Management G15. Product Advisory 4

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