- Understand and apply the mechanics of a holistic financial plan;
- Apply the various schemes and instruments available and tailor them to the financial goals of the customer;
- Understand and apply the ethical requirements of a CFP professional;
- Construct a full financial plan including cash management, protection, investments, tax and estate planning addressing different kinds of financial goals including retirement, education and business requirements.
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 $299.60 (inclusive of GST) [or any rates as published by FPAS] is chargeable for subsequent attempts.