- 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).