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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).
Investment 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
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