| Programme Title |
Certified Financial Planner, Module 5: Retirement Planning
|
| Programme Scheme |
IBF-STS and, Core FAA / SFA CPD
|
| Training Provider |
TMC Academy Pte Ltd
|
| Purpose of Programme |
- 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.
|
| Programme Website |
https://www.tmc.edu.sg/course/certified-financial-planner-certificationmodule-5retirement-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: 4 Hr(s)
Core SFA CPD: 4 Hr(s)
|
| Name of Contact Person: |
Kendrick Tan
|
| Designation |
COO
|
| DID |
96460955
|
| Email |
kendrick.tan@tmc.edu.sg
|
