Preparatory Course for Associate Wealth Planner Examinations

Professional Course 2017

DURATION:
Full-time : 4 months
Part-time : 8 months
INTAKE:
January / April / May / August / September
AWARDED BY:
TMC Academy

About The Course

CERTIFIED FINANCIAL PLANNER™/CFP® certification represents the gold standard of financial planning and wealth management. CFP® certificants are seen as the cream of the crop within the financial planning and wealth management industries.

100% Examination
Examinations are held by the Financial Planning Association of Singapore (FPAS) three times a year – in April, July and October/November.

Teaching and learning
There will be a combination of guided studies, lectures, tutorials, and self directed learning.

The applicant can complete the following modules to obtain the Associate Wealth Planner (AWPCM) certification. The AWPCM certification is a mid-level professional certificate for practitioners and individuals with key portfolios in retirement planning and wealth accumulation in addition to their capacity to recommend general financial planning strategies.

  • Foundations in Financial Planning
  • Investment Planning
  • Retirement Planning
Local International
Age 18 years old
Academic Qualification Any of the following:

  • a full GCE A Level certificate (is 2 ‘A’s and 2 ‘O’s)
  • minimum 3 years of working experience in any profession
Year 12 or equivalent qualification
English Proficiency Qualification taught and examinated in English IELTS 5.5 if the qualification is not examinated in English

It is important to achieve regular attendance and meet the attendance requirement stipulated by the authorities (eg. Immigration and Checkpoints Authority of Singapore) and TMC. Failure to meet the requirement will lead to the following:

  • Rejection of Student Pass on re-application/renewal for international students.
  • Expulsion where students do not make any improvement in their attendance rate and/or consistently absent from class despite warnings and counselling given in accordance with the school policy

 

Attendance Requirement is as follows:

Module Attendance
For all propriety students, module attendance is required to be eligible for work to be assessed and sit for examination:

  • The minimum module attendance is normally 80% for full-time, 60% for part-time (75% for SSG-funded part-time students)
  • Special consideration will only be given to students with valid reasons.

Monthly Attendance:
All full-time international students must meet a monthly attendance of 90%. Student pass shall be subjected to cancellation if the monthly attendance is not met continuously.

Full-time local students enrolled in Hawthorn English courses, TMC College preparatory courses and external degree courses must meet a monthly attendance of 75%. Local students enrolled in external degree courses shall be subject to relevant university’s regulations regarding attendance.

Academic Fee
S$2,100

The fees cover the tuition and/or study materials fees and do not include the Initial Certification Application fee, examination fee, FPAS membership fee which are payable to Financial Planning Association of Singapore (FPAS).

Non-Academic Fee

Application Fee: S$100
Fee Protection Scheme: 0.75% of (Course fee less grant + Medical insurance) OR S$25 whichever is higher
Medical insurance: S$80/year

Course Fees subject to prevailing GST of 7%

A 15% discount will be given to the course fees for charter member. Charter member refers to applicant who, at the time of enrolment for each module, are solely contracted or directly employed by FPAS Charter Member companies. An original supporting letter from the company and/or current authorisation employment card must be provided.