Preparatory Course for Certified Financial Planner Examination

Certified Financial Planner Thumbnail @ TMC Academy

DURATION:
Full Time: 8 months
Part Time: 12 months
Intensive mode available
INTAKE:
January / April / June / August
AWARDED BY:
TMC Academy

Fundings Available

Refer to Course Fees for details

The CFP® Certification signifies the gold standard of financial planning and wealth management. It is a mark of excellence and trustworthiness for practitioners, the qualities that consumers seek in a financial planner. There are more than 26 countries worldwide that has endorsed the CFP® mark. CFP® certificants are seen as the cream of the crop within the financial planning and wealth management industries.

TMC Academy is a preferred education provider for the CFP® Certification course in Singapore. Refer to Course Fees tab for funding information.

100% Examination
Examinations are held by the Financial Planning Association of Singapore (FPAS) three times a year – in April, July and October/November.

The CERTIFIED FINANCIAL PLANNER™/CFP® certification is obtained after the successful completion of the following 6 modules. The CFP® certification equips individuals with all the tools to be capable and confident of providing professional advice that meet strict international standards with regards to all aspects of financial and wealth planning.

Each module has 27 classroom hours and can be taken separately. 

  • Foundations in Financial Planning
  • Risk Management and Insurance Planning
  • Tax Planning and Estate Planning
  • Investment Planning
  • Retirement Planning
  • Financial Plan Construction and Professional Responsibilities

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

Application Fee $21.40
Course Fee* (per module) $775.75
Course Fee* (modules 1 – 6) $4,627.75

* 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.

 

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