Categories
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).
Risk Management & Insurance Planning
Age
18 years old
Academic Qualification
Any of the followings:
- GCE A level
- Diploma
| Course Fee (with GST) | FPAS
Exam Fee (with GST) |
Total Fees (with GST) | |
| Fees | $1,179.00 | $321.00 | $1,500.00 |
| 90% IBF-STS fee Subsidy
(end 31/12/2021) |
1,061.10 | 288.90 | 1,350.00 |
| 5% IBF Credit fee Subsidy
(end 31/12/2020) |
58.95 | 16.05 | 75.00 |
| Total Subsidies | $1,120.05 | $304.95 | $1,425.00 |
| *Fee Payable after Subsidies | $58.95 | $16.05 | $75.00 |
| Self-sponsored individuals (SC/PRs) can receive $10 per training hour for completing the programme under the Training Allowance Grant (TAG)
(end 31/12/2020) |
24 Hrs X $10 = $240.00 | ||
| Financial Institutions can receive $15 per training hour after employees complete training under the Training Allowance Grant (TAG)
(end 31/12/2020) |
24 Hrs X $15 = $360.00 | ||
*Fee Payable after subsidies can be pay by SkillsFuture Credit for Self-sponsored individuals
Information on Institute of Banking and Finance Singapore (IBF) Fee Subsidy
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Chinese (Simplified)