- 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.
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.