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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Deadly financial mistakes everyone makes

With countless articles on how to manage our finances, we should all be financial wizards rolling in spare cash. But who among us has not ever made a costly financial blunder? The truth is, managing money is hard work and even the most financially savvy slip up sometimes. So here are some money mistakes you […]

Smart tips to stretch your retirement nest egg

With the high standards of living in Singapore, retiring from your job might seem like a life-changing event. But that shouldn’t be the case. Retirement is supposed to be a time for you to enjoy the fruits of a long productive life, not a period when you’re plagued by money woes. So here are some […]

News Room

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COVID-19 Safety Reminder and Updates About Upcoming Class Schedule (REF: FP-NOTICE-26012020WCoro)

Date: 26 January 2020 Dear Students of FP, Singapore saw its fourth confirmed case of COVID-19 coronavirus infection as at 26 Jan 2020. At this point in time, there is no advisory from the Ministry of Health to stop school or work. FPAS has also not informed us of any changes to the CFP examination. […]

Financial Perspectives Pte Ltd is acquired by its lead trainer, Ronald Wong

November 17, 2014 at 10:17am For Immediate Release Financial Perspectives Pte Ltd is acquired by its lead trainer, Ronald Wong Singapore (18th November 2014)  – Financial Perspectives Pte Ltd (FP), one of FPAS’ Approved Education Provider for the CFP® Certification Programme, today announced that its shares have been bought over by Mr. Ronald Wong. The acquisition was completed on 22nd September 2014 and FP simultaneously entered […]

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