P210106IKR

Certified Financial Planner, Module 6: Plan Construction & Professional Responsibilities

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


Programme Title Certified Financial Planner, Module 6: Plan Construction & Professional Responsibilities
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Financial Perspectives Pte Ltd
Purpose of Programme

- 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. Candidates are required to sign up for the assessment with FPAS. The assessment fee is $299.60 (inclusive of GST). Candidates who successfully obtain the CFP® certification can also apply for the IBF Advanced (IBFA) Certification with the Institute of Banking and Finance (IBF) in Singapore, if they meet the qualifying criteria set by the IBF.

Programme Website http://www.fp-edu.com
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)
6 Half Day(s) over 6 Week(s)

Core FAA CPD: 4 Hr(s)
Core SFA CPD: 4 Hr(s)
Name of Contact Person: Zoe Yuan
Designation Program Manager
DID 67171906
Email zoe@fp-edu.com
Skills Category Skills and Competencies Proficiency Level
A. Business Development and Strategy Management A13. Ethical Culture 4
B. Customer Relationship and Stakeholder Management B10. Personal Finance Advisory 4
E. Investment and Financial Management E10. Client Investment Suitability 4

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