P210114MOH

Certified Financial Planner, Module 5: Retirement Planning

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


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
Skills Category Skills and Competencies Proficiency Level
B. Customer Relationship and Stakeholder Management B10. Personal Finance Advisory 4
G. Product, Sales and Market Management G15. Product Advisory 4
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 4

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