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Financial PlanningThe objectives of this programme are to enable participants to understand and apply the mechanics of a holistic financial plan. – apply the various schemes and instruments available and tailor them to the financial goals of the customer. – understand and apply the ethical requirements of a CFP professional. – construct a full financial plan including cash management, protection, investments, tax and estate planning addressing different kinds of financial goals including retirement, education and business requirements.
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
For July intake (with effect from 1st July 2021):
| FPAS | Self-Sponsored | FPAS | Company-Sponsored |
| 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
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