Your Premier Financial Education Provider

ABOUT FINANCIAL PERSPECTIVES (FP)

Financial Perspectives (FP), established since 1999, pioneered the CERTIFIED FINANCIAL PLANNER (CFP®) Certification Education Program in Asia and became the first and original approved Education Provider of the Financial Planning Association of Singapore (FPAS).

With over 20 years of training experience, FP has more than 20,000 students in Singapore, Malaysia, Brunei, Vietnam, Thailand, Indonesia, India, and China.

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CENTRE FOR PEACE

Centre for Professional Excellence in Advisory Competency and Ethics

Centre for PEACE comprises of 6-core pillars to equip financial planning professionals in the industry with specialist competency training and support

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Building Credibility in the Financial Planning Profession

CERTIFIED FINANCIAL PLANNER™ (CFP®)

The CFP certification mark is an internationally recognised professional certification often regarded as the “gold standard” of the financial planning industry

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Increasing Specialist Knowledge & Competencies

SPECIALIST KNOWLEDGE

We have introduced Continuous Professional Development (CPD) courses to equip and empower industry professionals with specialist knowledge and skills

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Soft-Skills for Effective Client Engagement

SOFT SKILLS

Soft skills and engagement concepts and frameworks are taught in all our courses, as our teaching methodology is always structured to put theory into practice

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Core Ethics Training to Build Trust

ETHICS, RULES AND REGULATIONS

At FP, we believe that professionalism and ethics should be the cornerstone of every financial planning professional because they build trust and credibility among clients which results in business growth.

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Personal Branding & Prospecting

MARKETING AND SALES

At FP, we are also mindful that prospecting is the lifeblood of any business, and the financial advisory business is no exception

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Improving Financial Literacy

FINANCIAL LITERACY

The vision of FP is to help financial planners be successful in their business. And we believe that this begins with the empowerment of the client with the right financial planning knowledge

Course Information

CERTIFIED FINANCIAL PLANNERTM - CFP®

FA-CPD Courses

CPD Courses

Testimonials

Articles

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FAQ To Virtual Classroom for CFP® Certification Program Due to COVID-19

Due to Covid-19 situation, we have moved ALL our courses from face-to-face mode to virtual learning mode via Zoom. Please see the FAQ below to learn more about virtual learning: Q) What is “Virtual Learning”? “Virtual Learning” is a learning mode where you learn over a “virtual environment”. You will still attend classes just as […]

Events

ID Event Name Start Date End Date
REAP3 Certificate in Retirement Adequacy Planning (REAP) October 14, 2020 August 26, 2020

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