CFP® Certification

The CFP® Certification signifies the gold standard of financial planning and wealth management. It is a mark of excellence and trustworthiness for practitioners, qualities that consumers seek in a financial planner. More than 26 countries worldwide have endorsed the CFP® mark.

TMC Academy is an Education Partner for Financial Planning Association of Singapore (FPAS)

The Financial Planning Association of Singapore (FPAS) is a non-profit professional association dedicated to developing and promoting the financial planning industry, providing unbiased financial advice to the Singaporean public. FPAS also seeks to provide the certification framework for the financial planning industry in Singapore.

Certifications Overview

Preparatory Course for Associate Financial Planner Certification Preparatory Course for Associate Wealth Planner Certification Preparatory Course for Certified Financial Planner Certification
Modules Module 1

  • Foundations in Financial Planning
Module 1

  • Foundations in Financial Planning

Module 4

  • Investment Planning

Module 5

  • Retirement Planning
Module 1

  • Foundations in Financial Planning

Module 2

  • Risk Management and Insurance Planning

Module 3

  • Tax Planning and Estate Planning

Module 4

  • Investment Planning

Module 5

  • Retirement Planning

Module 6

  • Financial Plan Construction and Professional Responsibilities
Duration* 24 Hr(s)
4 Full Day(s) over 5 Week(s)
Per Module

24 Hr(s)
4 Full Day(s) over 4 Week(s)

Per Module

24 Hr(s)
4 Full Day(s) over 4 Week(s)

Funding Available

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1) SkillsFuture Credits
Opening SkillsFuture Credit of $500 Credit aims to encourage individual ownership of skills development and lifelong learning. Introduced in 2015, all Singaporeans aged 25 and above will receive an opening credit of S$500.

One-Off SkillsFuture Credit Top-Up
As part of the effort to encourage Singaporeans to take ownership of their skills development and be well-equipped to seize opportunities in the future economy, a one-off SkillsFuture Credit top-up of $500 will be provided to every Singapore Citizen aged 25 years and above as of 31 December 2020.

Additional SkillsFuture Credit (Mid-Career Support)
To improve individuals’ access to career transition programmes, a one-off SkillsFuture Credit of $500 will be provided to every Singapore Citizen (SC) aged 40 to 60 (inclusive) as at 31 December 2020. This will be over and above the $500 SkillsFuture Credit top-up for SCs aged 25 and above as at 31 December 2020

2) Enhanced Funding Support for IBF-STS and IBF Credit
MAS will enhance course fee subsidies for locals attending accredited or recognised courses up to 90%. IBF will provide an additional 5% in support in the form of IBF Credit, bringing the course fee subsidy up to 95%. This existing scheme will also be expanded to include workers in eligible FinTech firms.

3) Training Allowance Grant
The Training Allowance Grant (TAG) aims to help Financial Institutions and FinTech firms manage manpower costs and support the skills upgrade of their employees. Company Sponsored Participants are eligible to claim S$15 per hour on eligible training and assessment hours. Self-sponsored individuals are also eligible to claim S$10 per hour on eligible training and assessment hours.

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