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).
18 years old
Any of the followings:
- GCE A level
For July intake (with effect from 1st July 2021):
|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