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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).
Age
18 years old
Academic Qualification
Any of the followings:
- GCE A level
- Diploma
Self-Sponsored ( 70% subsidy with effect from 1 July 2022 )
| FPAS
For each of M1, M2, M3, M4, M5, M6 |
Fees |
| Course fee | $1,401.87 |
| GST at 7% of Course fees | $98.13 |
| Total fees with GST | $1,500.00 |
| 70% IBF-STS fee Subsidy (with GST) | $1,050.00 |
| Fee Payable after Subsidies | $450.00 |
| *90% IBF-STS fee Subsidy (with GST) | $1,350.00 |
| Fee Payable after Subsidies | $150.00 |
Company Sponsored ( 70% subsidy with effect from 1 July 2022 )
| FPAS
For each of M1, M2, M3, M4, M5, M6 |
Fees |
| Course fee | $1,401.87 |
| GST at 7% of Course fees | $98.13 |
| Total fees with GST | $1,500.00 |
| 70% IBF-STS fee Subsidy (without GST) | $ 981.31 |
| Fee Payable after Subsidies | $518.69 |
| *90% IBF-STS fee Subsidy (without GST) | $1,261.68 |
| Fee Payable after Subsidies | $238.32 |
For training programmes commencing 1 July 2022:
- IBF-STS fee subsidy is capped at 70% of direct training cost
- Singapore Citizens aged 40 years old and above will be eligible for 90% co-funding of direct training costs.*
- IBF Credit (5%) ceased from 1 July 2021
- Training allowance grant (TAG) is only applicable to company-sponsored students from MAS approved organizations and FinTech Companies
Please refer to IBF website for more details on IBF-STS
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