Preparatory Course for Associate Wealth Planner Examination

Associate Wealth Planner Thumbnail @ TMC Academy

DURATION:
Full Time: 4 months
Part Time: 8 months
Intensive mode available
INTAKE:
Upon Request
AWARDED BY:
TMC Academy

Fundings Available

Refer to Course Fees for details

The Associate Wealth Planner (AWPCM) certification is a mid-level professional certification in the financial planning sector. The AWPCM certification is for practitioners and individuals with key portfolios in retirement planning and wealth accumulation in addition to their capacity to recommend general financial planning strategies.

Upon attaining the AWPCM 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.

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  • Foundations in Financial Planning
  • Investment Planning
  • Retirement 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

Associate Wealth Planner / AWP Certification (Modules 1, 4 and 5)

Application Fee $21.40
Course Fee* (per module) $775.75
Course Fee* (3 modules) $2,316.55

* 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.

 

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