P210112EEU

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 TMC Academy 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. 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-3tax-planning-estate/
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
E. Investment and Financial Management E10. Client Investment Suitability 4

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