P210106XJA

Certified Financial Planner, Module 3: Tax & Estate Planning

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


Programme Title Certified Financial Planner, Module 3: Tax & Estate Planning
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Financial Perspectives Pte Ltd
Purpose of Programme

Understand the tax and estate planning issues, analyse client’s estate planning needs and recommend suitable solutions 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.fp-edu.com
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)
6 Half Day(s) over 6 Week(s)

Core FAA CPD: 2 Hr(s)
Core SFA CPD: 2 Hr(s)
Name of Contact Person: Zoe Yuan
Designation Program Manager
DID 67171906
Email zoe@fp-edu.com
Skills Category Skills and Competencies Proficiency Level
E. Investment and Financial Management E10. Client Investment Suitability 4

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