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
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