Preparatory Course for Certified Financial Planner Examination

Professional Course 2017

DURATION:
Full Time: 8 months
Part Time: 12 months
INTAKE:
Upon Request
AWARDED BY:
TMC Academy

Registration for March 2018 intake now open! Class commences on 26 March.

Send us a course enquiry form and our course consultant will be in touch with you shortly. *This course is SkillsFuture Credit Eligible*

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 CERTIFIED FINANCIAL PLANNER™/CFP® certification is obtained after the successful completion of the following 6 modules. The CFP® certification equips individuals with all the tools to be capable and confident of providing professional advice that meet strict international standards with regards to all aspects of financial and wealth planning.

Each module has 27 classroom hours.

  • Foundations in Financial Planning
  • Risk Management and Insurance Planning
  • Tax Planning and Estate Planning
  • Investment Planning
  • Retirement Planning
  • Financial Plan Construction and Professional Responsibilities

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

English Proficiency

Qualification taught and examinated in English

Age

18 years old

Academic Qualification

Year 12 or equivalent qualification

English Proficiency

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
Certified Financial Planner / CFP Certification (Modules 1 to 6)

  • With Lectures: S$4,325
  • Self-Study (inclusive of textbook and a 2-hour revision): S$2800
  • Self-Study (without revision): S$155

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).

 

Fundings Available

  • $500 SkillsFuture Credit. Visit the SkillsFuture Credit website (www.skillsfuture.sg/credit) to choose from the courses available on the SkillsFuture Credit course directory.
  • Post-Secondary Education Account (PSEA)
  • Up to 95% SSG Funding
  • 15% discount off course fees for charter member. Charter member refers to applicant who, at the time of enrollment for each module, are solely contracted or directly employed by FPAS Charter Member companies. An original supporting letter from the company and/or current authorization employment card must be provided.

 

Non-Academic Fee
Application fee: $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%