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CFP® Certification Program - Click Here for Program Brochure

The CERTIFIED FINANCIAL PLANNERTM - CFP® mark is a prestigious and highly respected professional designation labeled as the “Gold Standard” in the financial planning and wealth management industries globally.

The CFP® certification, first established in the U.S. in 1972, has become the industry’s most recognized professional designation. The program 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. 

  • The CFP® designation stands out because of the rigorous education, examination, extensive industry experience, and continuation education requirements as well as its code of ethics.
  • CFP® practitioners had to adhere to high standards of competence and professional ethical practices. A CFP® is highly sought after for their trained ability to provide the public with comprehensive and steadfast holistic financial advice.
  • The strength of the CFP® mark lies in the broad-based qualification that is independent of any one industry, and therefore CFP® practitioners are recognized to be objective professionals because of their unbiased and practical approach.
  • A CFP® is known as resilient and professional. There are currently 133,756 CFP® professionals worldwide in 24 territories and this number is rising rapidly.
  • In Asia, there is a growing number of about 40,000 CFP® certificants!

Who Should Enrol? 
  • For individuals who wish to stand out and gain credibility amongst the public and their peers with the highly respected professional AFPcm, AWPcm and CFP® designation(s) in the following capacities such as:
    • Consumer Bankers
    • Private Bankers
    • Financial Advisors/ Consultants
    • Wealth Managers
    • Insurance Advisors/ Specialists
    • Retirement Specialists
    • Accountants
    • Trust Officers/ Estate Planners
    • Lawyers
    • Investment Advisors/ Portfolio Managers
  • For graduates seeking highly rewarding career opportunities in the financial advisory and wealth management industries.
  • For YOU who aspire to gain insights on securing your desired lifestyle or fulfilling your financial dreams! The certification also provides an excellent opportunity for participants from the non-finance industry to be exposed to more sophisticated tools of financial and wealth planning.

Embark now on this exciting journey beginning with Module 1 – Foundations in Financial Planning of the CFP® Certification Program.

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CERTIFIED FINANCIAL PLANNERTM
Board of Standards



The Financial Planning Association of Singapore (FPAS)


The Financial Planning Standards Board (FPSB) of U.S.

 

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