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CERTIFIED FINANCIAL PLANNER™

The Certified Financial Planner (CFP) certification is a prestigious credential that equips professionals with the expertise to provide comprehensive financial planning services. This course is meticulously designed to prepare you for the CFP exam and to excel in your career as a financial planner.

In today's complex financial landscape, individuals and businesses alike seek trusted advisors to help navigate their financial futures. As a CFP professional, you will be uniquely positioned to offer expert guidance on a wide range of financial matters, from investment strategies and retirement planning to tax management and estate planning.

This course begins with an introduction to the fundamentals of financial planning, emphasizing the importance of ethical practices and regulatory compliance. You will gain a solid understanding of financial statements, cash flow management, and the time value of money, which are essential skills for any financial planner. We will explore the principles of risk management and insurance, providing you with the knowledge to help clients protect their assets and manage uncertainties. Additionally, you will delve into investment planning, learning to design and implement investment strategies tailored to your clients' goals and risk tolerance. By the end of this course, you will have a comprehensive understanding of financial planning principles and be well-prepared to pass the CFP exam, setting the stage for a successful and rewarding career in financial planning.

Preparatory Course for Associate Financial Planner Examination

Full Time | Part Time

Preparatory Course for Associate Wealth Planner Examination

Full Time | Part Time

Preparatory Course for Certified Financial Planner Examination

Full Time | Part Time

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The CERTIFIED FINANCIAL PLANNER™ credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice.

CERTIFIED FINANCIAL PLANNER™ professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.

 

The Financial Planning Association of Singapore (FPAS) is a non-profit professional association dedicated to developing and promoting the financial planning industry, providing unbiased financial advice to the Singaporean public.   FPAS also seeks to provide the certification framework for the financial planning industry in Singapore.

TMC Academy is an Education Partner for Financial Planning Association of Singapore (FPAS). 

  • Module 1: Foundation in Financial Planning

  • Module 2: Risk Management & Insurance Planning

  • Module 3: Tax & Estate Planning

  • Module 4: Investment Planning

  • Module 5: Retirement Planning

  • Module 6: Plan Construction & Professional Responsibilities

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Certifications Overview

Students who complete the specified modules are eligible for FPAS awards.

Certifications Overview
Students who complete the specified modules are eligible for FPAS awards.

*Modules 1, 4 and 5 are eligible for SkillsFuture Credit (SFC)

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About IBF Certification

IBF Certification is an industry endorsed mark of quality for finance professionals in Singapore. Individuals who successfully complete an eligible IBF-Standards Training Scheme (“IBF-STS”) accredited training and assessment programme and meet the relevant criteria may apply for IBF Certification. More information on IBF Certification can be found in here.

Module 1 - Foundation in Financial Planning

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About IBF Certification for courses eligible for IBF Advanced (Level 2/3)

Participants who successfully complete this course with at least 3 years of relevant financial services industry experience and fulfill the required number of Technical Skills and Competencies (TSCs) for the selected job role can apply to be conferred the IBF Advanced (Level 2/3) certification status.

Find out more about IBF certification and the application process on

https://www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified

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Technical Skills and Competencies (TSCs) and Proficiency Level

Module 1 – Foundation in Financial Planning

Module 2 – Risk Management & Insurance Planning

Module 3 – Tax & Estate Planning

Module 4 – Investment Planning

Module 5 – Retirement Planning

Module 6 – Plan Construction & Professional Responsibilities

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Funding Available

1) SkillsFuture Credits (SFC)

Opening SkillsFuture Credit of $500

SkillsFuture Credit aims to encourage individuals to take ownership of their skills development and lifelong learning.  Introduced in 2015, all Singaporeans aged 25 and above will receive an opening credit of S$500.

One-Off SkillsFuture Credit Top-Up
To further encourage Singaporeans to take timely action to reskill and upskill to seize opportunities in the future economy, a one-off SkillsFuture Credit top-up of $500 will be provided to every Singapore Citizen aged 25 years and above as at 31 December 2020.
From 1 October 2020, this top-up can be used on all SkillsFuture Credit-eligible courses, and will expire on 31 Dec 2025.

Additional SkillsFuture Credit (Mid-Career Support)
To improve individuals’ access to career transition programmes, a one-off SkillsFuture Credit of $500 will be provided to every Singapore Citizen (SC) aged 40 to 60 (inclusive) as at 31 December 2020. This will be over and above the $500 SkillsFuture Credit top-up for SCs aged 25 and above as at 31 December 2020.

SkillsFuture Credits

*Modules 1, 4 and 5 are eligible for SkillsFuture Credit (SFC)

2) IBF Standards Training Scheme (IBF-STS)

The IBF Standards Training Scheme (“IBF-STS”) provides funding for training and assessment programmes accredited under the Skills Framework for Financial Services.


Enhanced support for FIs and Individuals
In light of the economic challenges arising from COVID-19, MAS announced support of up to S$90 million, to encourage financial institutions and individuals to make use of the downtime for training and deepening of skills.

These include:
(1) Enhancements of course fee subsidies for IBF-STS accredited courses
AND
(2) Training Allowance Grant for locals who participate in IBF-STS accredited courses

Pease refer to IBF website for more details on IBF-STS scheme.

 

Start a live chat with our course consultant to enquire further.

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