P210125MSI

Certified Financial Services Consultant Module 3 - Financial Planning Professional Ethics and Practice Standards

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


Programme Title Certified Financial Services Consultant Module 3 - Financial Planning Professional Ethics and Practice Standards
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider GLOBAL TRAINING SERVICE PTE LTD
Purpose of Programme

Certified Financial Services Consultant (CFSC) is a 3 modules programme designed to equip participants with a good understanding of financial planning and what it encompasses to be confident and competent in providing financial services to individuals. It also provides a head-start to participants who are keen to embark on an exciting career in financial planning as it covers all aspects of financial planning. Certified Financial Services Consultant Module 3 (CFSC M3) is the 3rd module under CFSC programme. It has been designed to provide Financial Services Consultants and individuals who are keen to have a good understanding of the ethical culture, code of professional conduct and Fair Dealing Guidelines under financial planning industry. This course covers and guides you on the important elements of conducting the client’s financial planning in an ethical manner to uphold a high ethical standard for the financial market and achieving a win-win situation for everyone in the long run. This is an online e-learning module that covers and trains the participants the skill competencies of Ethical Culture under Business Development and Strategy Management. This skill competency is required for the Financial Services Consultants to be able to perform their role in assisting clients’ investment and financial needs in an ethical and professional way that will benefit the client in achieving their financial goals as planned. The competency shared and discussed in the e-module will be tested via an online assessment to ensure the participants have acquired the competency, both knowledge and abilities, before they are graduated from this module. Upon completion of the requirements for Module 3, together with Modules 1 & 2, the participants will be eligible to apply for IBF Certification (Level 1) once they have also attained the skills for Product Knowledge and Rules & Regulations. The skills for Product Knowledge and Rules & Regulations can be attained through either CMFAS papers or relevant training programmes.

Programme Website https://www.global.edu.sg/course-category/banking-finance/
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Financial Planning, General Insurance, Life Insurance, Retail Banking
Location of Training
Training Duration/ CPD Hours: Total: 2.5 Hr(s)
2.5 Half Day(s) over 1 Month(s)

Core FAA CPD: 2.5 Hr(s)
Core SFA CPD: 2.5 Hr(s)
Name of Contact Person: YVONNE LEE SOK HAR
Designation Business Director
DID 90231043
Email yvonne.lee@bask.asia
Skills Category Skills and Competencies Proficiency Level
A. Business Development and Strategy Management A13. Ethical Culture 3

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