P210108XPA

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 Finerty 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. Candidates are required to sign up for the assessment with FPAS. The assessment fee is $192.60 (inclusive of GST).

Programme Website http://www.finerty.com.sg/
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Financial Planning
Location of Training
Training Duration/ CPD Hours: Total: 24 Hr(s)
7 Half Day(s) over 6 Month(s)

Core FAA CPD: 2 Hr(s)
Core SFA CPD: 2 Hr(s)
Name of Contact Person: Serene Ho
Designation Program Manager
DID 90907093
Email sereneho@finerty.com.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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