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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
(80% subsidy with effect from 1 January 2022):
FPAS
For each of |
Self – Sponsored | FPAS
For each of |
Company – Sponsored |
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 |
80% IBF-STS fee Subsidy (with GST) | $1,200.00 | 80% IBF-STS fee Subsidy (without GST) | $1,121.50 |
Fee Payable after Subsidies | $300.00 | Fee Payable after Subsidies | $378.50 |
*90% IBF-STS fee Subsidy (with GST) | $1,350.00 | *90% IBF-STS fee Subsidy (with GST) | $1,261.68 |
Fee Payable after Subsidies | $150.00 | Fee Payable after Subsidies | $238.32 |
*Singapore Citizens 40 years are eligible for 90% Enhanced Course Fee for courses commencing between 1 July 2021 to 30 June 2022 (both dates inclusive) and completed no later than 30 September 2022.
Please refer to IBF website for more details on IBF-STS