P210108WBW

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 Finerty 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. Candidates are required to sign up for the assessment with FPAS. The assessment fee is $192.60 (inclusive of GST).

Programme Website http://www.finerty.com.sg/
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)
7 Half Day(s) over 6 Month(s)

Core FAA CPD: 3 Hr(s)
Core SFA CPD: 3 Hr(s)
Name of Contact Person: Serene Ho
Designation Program Manager
DID 90907093
Email sereneho@finerty.com.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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