Professionalising Your Career with the Global CFP® Mark The CERTIFIED FINANCIAL PLANNER (“CFP®”) mark is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial advisory practice. We offer a blended training track, where you learn most of the curriculum at your convenience, to help you fast track to achieve this professional mark without sacrificing your business KPIs. In addition, we guarantee unlimited usage of our tutorials and studying materials as long as you are preparing for your assessment, without additional charge. Here is a summary of the blended tracking track:
M1 - FOUNDATIONS IN FINANCIAL PLANNING
Module 1 equips advisors with relevant knowledge, skillsets, and ethical values so that they are competent to recommend general financial planning strategies and to advise on the appropriate selection and use of various financial products for individuals, e.g. insurance, unit trusts, and a broad range of securities and banking products.
Upon successful completion of this module, participants can use the Associate of Financial Planner mark (AFPCM) from FPAS. M2 - RISK MANAGEMENT AND INSURANCE PLANNING Income and assets of individuals are the cornerstones of financial planning. However they are exposed to risks. An uncertainty regarding loss is often termed as a risk. In a general sense the term ‘risk’ may be used to include all situations, in which there is an exposure to misfortune or adverse circumstances. This module teaches the advisors to help clients identify the risks that may financially cripple them, and the strategies that can be implemented to nullify these risks. M3 - TAX PLANNING & ESTATE PLANNING Module 3 equips advisors with relevant knowledge, skillsets of Singapore tax regime, with emphasis is on tax minimization techniques for individuals as well as business structures. In the estate planning portion focus on wealth preservation, distribution as well as succession planning techniques to minimize deterioration of assets. M4 - INVESTMENT PLANNING Module 4 equips advisors with relevant knowledge, skillsets of investment, involving a comprehensive review of investment planning concepts and investment instruments. It draws together the techniques for evaluating different asset classes to meet different investment goals, and suitability of recommended portfolios for clients considering investment goals, time horizons and risk tolerance. Quantitative investment concepts, investment theories and strategies, and asset pricing models are also examined. M5 - RETIREMENT PLANNING Module 5 teaches the advisors to help clients identify the risks of not planning well and in advance to secure an active retirement lifestyle envisioned. It looks at portfolio strategies that can be complemented with existing CPF and SRS frameworks. M6 - FINANCIAL PLAN CONSTRUCTION AND PROFESSIONAL RESPONSIBILITIES This is the final module of the CFP course. It brings together the multi-disciplined concepts learnt from Module 1 to 5 for an advisor to take a holistic approach towards crafting comprehensive financial solutions for the clients’ financial goals. Case studies will be used to prepare advisors on the thoroughness and in-depth review of personal data when crafting the financial solutions while upholding professionalism to the highest standard.
|Module||Instructor led tutorials||Tutorial Dates||Hours||Self Study||FPAS Assessment||Total CPD|
|M1||7||20 Sep||9:30am-5:30pm||20 hours||3 hours||30 hours|
|M2||NA||NA||NA||21 hours||3 hours||24 hours|
|M3||NA||NA||NA||21 hours||3 hours||24 hours|
|M4||7||23 Sep||9:30am-5:30pm||14 hours||3 hours||24 hours|
|M5||NA||NA||NA||21 hours||3 hours||24 hours|
|M6||9||11, 18, 25 Oct||7:00pm-10:00pm||12 hours||3,5 hours||24,5 hours|