Certified Financial Planner Certification
Module 4:
Investment Planning

Associate Financial Planner Thumbnail @ TMC Academy

DURATION:
24 Hrs
2 weekdays evening per week over 4 weeks from 7-10pm
INTAKE:
27 Aug, 16 Sep, 22 Oct, 4 Nov
AWARDED BY:
Financial Planning Association of Singapore (FPAS)

Categories

Financial Planning

The 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
Self – Sponsored Company – Sponsored
Course Fee FPAS

Exam Fee

Total Fees Course Fee FPAS Exam Fee Total Fees
Fees (with GST) $1,307.40 $192.60 $1,500.00 $1,307.40 $192.60 $1,500.00
Fees (without GST) $1,221.87 $180.00 $1,401.87 $1,221.87 $180.00 $1,401.87
90% IBF-STS fee Subsidy 1,176.66 173.34 1,350.00 1,099.68 162.00 1,261.68
5% IBF Credit fee Subsidy 65.37 9.63 75.00 61.09 9.00 70.09
Total Subsidies $1,242.03 $182.97 $1,425.00 $1,160.77 $171.00 $1,331.77
*Fee Payable after Subsidies $65.37 $9.63 $75.00 $146.63 $21.60 $168.23
Self-sponsored individuals (SC/PRs) can receive $10 per training hour under the Training Allowance Grant (TAG) 24 Hrs X $10 = $240.00
Financial Institutions can receive $15 per training hour under the Training Allowance Grant (TAG) 24 Hrs X $15 = $360.00

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