Certified Financial Planner Certification
Module 2:
Risk Management & Insurance Planning

Associate Financial Planner Thumbnail @ TMC Academy

DURATION:
24 Hr(s)
2 weekdays per week over 4 Week(s)
Every Tuesday and Thursday
7-10pm
INTAKE:
Every first Tuesday of the Month
AWARDED BY:
Financial Planning Association of Singapore (FPAS)

Categories

Financial Planning

The objectives of this programme are to enable participants to: – Understand and apply knowledge of financial products to designing risk management suitable for the needs of individuals; – Apply knowledge of laws and regulations (e.g. FAA, PDPA, FATCA, Consumer Protection Fair Trading Act) to understand the need to adhere to compliance policies and procedures that govern financial planning activities; – Apply ethical principles to resolve dilemmas encountered in the course of advising clients; – Examine the principles of risk management and insurance to identify a client’s risk exposures and to select appropriate risk management techniques.

 

Assessments are conducted by the Financial Planning Association of Singapore (FPAS).

Module 2: Risk Management & Insurance Planning

Age

18 years old

Academic Qualification

Any of the followings:

  • GCE A level
  • Diploma
  Course Fee (with GST) FPAS

Exam Fee

(with GST)

Total Fees (with GST)
Fees $1,179.00 $321.00 $1,500.00
90% IBF-STS fee Subsidy

(end 31/12/2021)

1,061.10 288.90 1,350.00
5% IBF Credit fee Subsidy

(end 31/12/2020)

58.95 16.05 75.00
Total Subsidies $1,120.05 $304.95 $1,425.00
*Fee Payable after Subsidies $58.95 $16.05 $75.00
Self-sponsored individuals (SC/PRs) can receive $10 per training hour for completing the programme under the Training Allowance Grant (TAG)

(end 31/12/2020)

24 Hrs X $10 = $240.00
Financial Institutions can receive $15 per training hour after employees complete training under the Training Allowance Grant (TAG)

(end 31/12/2020)

24 Hrs X $15 = $360.00

 

*Fee Payable after subsidies can be pay by SkillsFuture Credit for Self-sponsored individuals

 

Information on Institute of Banking and Finance Singapore (IBF) Fee Subsidy