Certified Financial Planner Certification
Module 6:
Construction & Professional Responsibilities

Associate Financial Planner Thumbnail @ TMC Academy

DURATION:
24 Hrs
2 weekdays evening per week over 4 weeks from 7-10pm
INTAKE:
21 Oct, 5 Nov
AWARDED BY:
Financial Planning Association of Singapore (FPAS)

Categories

Financial Planning

The 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
Self – Sponsored Company – Sponsored
Course Fee FPAS

Exam Fee

Total Fees Course Fee FPAS Exam Fee Total Fees
Fees (with GST) $1,200.40 $299.60 $1,500.00 $1,200.40 $299.60 $1,500.00
Fees (without GST) $1,121.87 $280.00 $1,401.87 $1,121.87 $280.00 $1,401.87
90% IBF-STS fee Subsidy 1,080.36 269.64 1,350.00 1,009.68 252.00 1,261.68
5% IBF Credit fee Subsidy 60.02 14.98 75.00 56.09 14.00 70.09
Total Subsidies $1,140.38 $284.62 $1,425.00 $1,065.77 $266.00 $1,331.77
*Fee Payable after Subsidies 60.02 $14.98 $75.00 $134.63 $33.60 $168.23
Self-sponsored individuals (SC/PRs) can receive $10 per training hour under the Training Allowance Grant (TAG) 24 Hrs X $10 = $240.00
Financial Institutions can receive $15 per training hour under the Training Allowance Grant (TAG) 24 Hrs X $15 = $360.00

Information on Institute of Banking and Finance Singapore (IBF) Fee Subsidy