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Financial PlanningThe objectives of this programme are to enable participants to recognise clients with sophisticated investment needs and gather sufficient information to conduct a detailed investment needs analysis. Recommend suitable investment products and/or asset allocation strategy to meet client’s needs.
Assessments are conducted by the Financial Planning Association of Singapore (FPAS).
Age
18 years old
Academic Qualification
Any of the followings:
- GCE A level
- Diploma
For July intake (with effect from 1st July 2021):
| FPAS | Self-Sponsored | FPAS | Company-Sponsored |
| M1, M2, M3, M4, M5, M6 | M1, M2, M3, M4, M5, M6 | ||
| Course fee | $1,401.87 | Course fee | $1,401.87 |
| GST at 7% of Course fees | $98.13 | GST at 7% of Course fees | $98.13 |
| Total fees with GST | $1,500.00 | Total fees with GST | $1,500.00 |
| 90% IBF-STS fee Subsidy (with GST) | $1,350.00 | 90% IBF-STS fee Subsidy (without GST) | $1,261.68 |
| Additional 5% IBF Credit fee Subsidy (with GST) | $0.00 | Additional 5% IBF Credit fee Subsidy (without GST) | $0.00 |
| *Fee Payable after Subsidies | $150.00 | *Fee Payable after Subsidies | $238.32 |
Information on Institute of Banking and Finance Singapore (IBF) Fee Subsidy
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