Categories
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
| FPAS Module 2: Risk Management & Insurance Planning P200923RZV Module 3: Tax & Estate Planning P210112EEU Module 4: Investment Planning P210112WIQ Module 5: Retirement Planning P210114MOH |
COURSE FEES
Self – Sponsored Individuals |
COURSE FEES
Company – Sponsored Individuals |
| Total Fees | Total Fees | |
| Fees (with GST) | $1,500.00 | $1,500.00 |
| Fees (without GST) | $1,401.87 | $1,401.87 |
| 90% IBF-STS fee Subsidy (without GST) | $1,261.68 | $1,261.68 |
| 5% IBF Credit fee Subsidy | $70.09 | $70.09 |
| Total Subsidies | $1,331.78 | $1,331.78 |
| *Fee Payable after Subsidies | $70.09 | $70.09 |
| GST at 7% of Course fees | $98.13 | $98.13 |
| Total Course Fee Payable (with GST) | $168.22 | $168.22 |
| Financial Institutions can receive $15 per training hour after employees complete training under the Training Allowance Grant (TAG)
|
||
Information on Institute of Banking and Finance Singapore (IBF) Fee Subsidy
English
Chinese (Simplified)