Preparatory Course for Associate Financial Planner Examination

Associate Financial Planner Thumbnail @ TMC Academy

DURATION:
Full Time: 4 months
Part Time: 4 months
Intensive mode available
INTAKE:
Upon Request
AWARDED BY:
TMC Academy

Fundings Available

Refer to Course Fees for details

The Associate Financial Planner (AFPCM) certification is an entry level certification in the financial planning sector. The AFPCM certification trains the individual to be competent to recommend general financial planning strategies and to advise on the appropriate selection and use of various financial products.

Upon attaining the AFPCM certification, participants may choose to pursue a CERTIFIED FINANCIAL PLANNER™/CFP® certification, which represents the gold standard of financial planning and wealth management. CFP® certificants are seen as the cream of the crop within the financial planning and wealth management industries.

 

100% Examination

Examinations are held by the Financial Planning Association of Singapore (FPAS) three times a year – in April, July and October/November.

▼ Click to expand ▼

  • Foundations in Financial Planning

 

Each module has 27 classroom hours.

Age

18 years old

Academic Qualification

Any of the following:

  • a full GCE A Level certificate (i.e. 2 ‘A’s and 2 ‘O’s)
  • minimum 3 years of working experience in any profession

English Proficiency

Qualification taught and examined in English

Age

18 years old

Academic Qualification

Year 12 or equivalent qualification

English Proficiency

IELTS 5.5 if the qualification is not examined in English

Academic fee for Associate Financial Planner / AFPCM Certification (Module 1) OR individual module

Application Fee $21.40
Course Fee* (per module) $775.75

* The fees cover the tuition and/or study materials fees and do not include the Initial Certification Application fee, examination fee, FPAS membership fee which are payable to Financial Planning Association of Singapore (FPAS).

 

Funding Available

  • SkillsFuture Credit
    All Singaporeans aged 25 and above can use their $500 SkillsFuture Credit from the government to pay for a wide range of approved skills-related courses. Visit the SkillsFuture Credit website for more information.
    Eligible for Claim Period: 18 Mar 2019 – 16 Dec 2020
  • Post-Secondary Education Account (PSEA)
    The Post-Secondary Education Scheme helps parents save for their children’s post-secondary education by maintaining a Post-Secondary Education Account (PSEA) for each eligible child. This is part of the Government’s efforts to encourage every Singaporean to complete his post-secondary education. PSEA is not a bank account. It is administered by the Ministry of Education and is opened automatically for all eligible Singaporeans. An account holder can use his PSEA funds to pay for his own or his siblings’ (where applicable) approved fees and charges for approved programmes conducted by approved institutions.
  • PAS Charter Member Discount
    FPAS Charter Members are entitled to 15% discount off course fees. FPAS charter member refers to applicant who, at the time of enrollment for each module, are solely contracted or directly employed by FPAS Charter Member companies. An original supporting letter from the company and/or current authorization employment card must be provided. Click here for list of charter member companies.

 

Notes

  • + The training grant is for Singapore Citizen and Permanent Residents of Singapore of companies registered or incoporated in Singapore. Trainees or Companies who are interested to apply for the SDF funding must submit a training grant application via https://www.skillsconnect.gov.sg/web/guest/home and must inform the school via enquiries@tmc.edu.sg at least 14 days before the course orientation date. Please note that the training grant amount indicated here does not include absentee payroll (AP) funding as this is dependent on the trainee’s hourly basic salary (other than for trainees supported by surrogate Employers, where AP is computed on flat rate independent of salary).

 

All fees indicated are in Singapore Dollars (SGD) and inclusive of GST unless stated otherwise. Course fee excludes application fee of $21.40.