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To cater to the different learning needs, FP offers two modes of study options:
1) Lecture Study Option - Enrol Now!
- For students who prefer a structured learning process by attending a series of evening lectures for each module
- Conducted by FP’s most dedicated and experienced lecturers
- Course content reinforced with additional quiz questions & handouts*
- Helps students to focus on key areas of syllabus
- Mock exam & review of solutions with line upon line evaluation of answers
- Highly recommended for Part-Time students, fresh graduates, individuals looking to have a career switch or those without apt financial background or work experiences
Study Materials:
- Study Guide
- Interactive CD
- Exam Prep Kit (Module 1)
- Exam Revision Kit (Module 3)
* Additional class handouts
* Additional practice questions
2) Self-Study Option - Enrol Now!
- Suitable for those who prefer to study independently
- Caters to working professionals and individuals who have a tight work schedule
- For individuals who are unable to commit to a fixed lecture structure
- Popular with students who are based overseas and travel frequently
- Comprehensive materials include study plan, learning goals, practical case studies, review questions, MCQ practice questions and exam tips
Study Materials:
- Study Guide
- Interactive CD
- Exam Prep Kit (Module 1)
- Exam Revision Kit (Module 3)
Singapore Localized Materials
The CFP® Program is unique in that for the first time, Singaporeans can learn the financial planning process based upon locally produced study materials. This will greatly assist students in directly applying the knowledge acquired in their working environment. Financial Perspectives, with the assistance of Arthur Andersen and other industry experts, have produced the comprehensive Study Guides, some of which were first developed by the College for Financial Planning in America, to meet the syllabus requirements as established by FPAS.
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Financial Perspectives is the preferred education provider of this program for professionals in the financial industry. All we want to do is to help you succeed with your exam.
Comprehensive Study Guides
Each course module is a self-contained learning experience with comprehensive Study Guides being the focal point for student learning. The format of each Study Guide makes learning easy, as you are guided by the following step-by-step process:
- The Introduction to each assignment gives you a concise preview of the assignment contents.
- The Learning Objectives guide you through each assignment, by clearly stating the topics you are expected to master.
- Key concepts are clearly illustrated based on the Learning Objectives.
- In certain cases, textbook readings interact with the Study Guide, providing you with supplemental information about the topics covered.
- Each Case Analysis demonstrates the practical application of course principles and concepts to hypothetical client situations, giving you a hands-on approach to the material.
- Answering the Review Questions at the end of each assignment builds your understanding of the Learning Objectives - you answer questions that test your knowledge, then compare your answers to those provided.
- Taking the Sample Examinations provided in each Study Guide lets you test your knowledge, in an examination format
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The Study Guide
Learning Tools at FP
FP’s highly commendable study materials include a self-contained comprehensive Study Guide (originated and adapted from the U.S. College of Financial Planning founded in 1972) and
CD-Rom for each module. Our proven study materials include essential theories and actual case studies to ensure technical and practical competencies. Useful exam strategies, study techniques and mock questions are also provided to ensure a rewarding and successful learning experience for our students.
The assignments contained in each of the Study Guides include review questions and answers that seek to build students' understanding of the Learning Objectives. These will help to assist students in determining their own comprehension of the course contents and to identify weak areas, providing essential preparation for passing the examinations.
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1) Study Guide
- Redesigned to be more
student friendly
- Enhanced by including more learning goals and
glossary of key terms
- Expanded to include details on exam structure & guidelines
with study plan strategies
- Enhanced review questions for each lesson that seek to build students' understanding of the Learning Objectives.
- Newly developed, exam-style
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2) CD-Rom
- Study materials provided in an interactive CD-Rom is a convenient way for students to study anywhere, anytime
- User-friendly interface for easy navigation
- Exam-style MCQ Sample Practice exam papers are also included
3) Sample Practice Examination - Available Online
To assist students in preparing for the FPAS administered examinations, the Study Guides include Sample Examinations. The objective is to assist students in determining their own comprehension of the course contents and to identify weak areas - essential preparation for passing the examinations.
Sample Examination with additional sets of practice papers are also made available online via "Student Login" on FP's website homepage at www.fp-edu.com
4) Exam Preparation Class
- Our qualified and experienced CFP® lecturers will provide intensive coaching on key areas of the syllabus and guidance on handling the exam questions with strategies and techniques
- Mock Exam question paper will be given out for students to practice and there will be discussions with step-by-step solutions. Students will gain invaluable insights, which will help them to handle the exams
5) Exam Prep Kit (for Module 1) & Exam Revision Kit (for Module 3) NEW!
Students will each receive a Module 1 Exam Prep Kit and Module 3 Exam Revision Kit that have been specially developed as a supplement to the study guides. They are invaluable tools for students taking the exams.
6) Student Q&A Online Support
Recommended Textbooks
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A Singapore Guide to Personal Financial Planning
Ong, A, Lee, D, Aw, T C, et al. 1999, A Singapore Guide to Personal Financial Planning, Financial Perspectives Pte Ltd in assoc. with Royal Melbourne Institute of Technology.
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A Singapore Guide To Personal Financial Planning was born out of the need to provide a reference guide to all those striving to acquire the knowledge, skill, and understanding required in order to engage in the financial planning process. It takes a systematic approach to the practice of personal financial planning and provides a practical and clear perspective of the financial planning process.
From an introduction to the fundamentals of financial planning, it progresses on to explain the strategies of managing cash flow, tax, investment, credit, risk management, retirement and estate planning before concluding with a final chapter devoted to the mechanics of a comprehensive personal financial plan. The publishers and authors hope that this book will be a valuable reference guide to students, practitioners and anyone wanting to be well equipped to engage in the financial planning process.
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Investments - Fifth Edition
Frank K. Reilly, Edgar A. Norton. Copyright 1999 by The Dryden Press.
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The pleasure of authoring a textbook comes from writing about a subject that you enjoy and find exciting. As authors, we hope that we can pass on to the reader not only knowledge but also the excitement that we feel for the subject. In addition, writing about investments brings an added stimulant because the subject can affect the reader during his or her entire business career and beyond. We hope what readers derive from this course will help them enjoy better lives because they will have learned how to manage their resources properly.
The purpose of this book is to help you understand how to manage your money that you will derive the maximum benefit from what you earn. To accomplish this purpose, you need to learn about the investment alternatives that are available today and, more importantly, to develop a way of analyzing and thinking about investments that will remain with you in the years ahead when new and different investment opportunities become available.
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Course Information 
marks. The CFP® certification is granted only by Financial Planning Standards Board Ltd and Financial Planning Association of Singapore to those persons who, in addition to completing an educational requirement such as this FPAS’ Education Provider, have met the ethics, experience and examination requirements.