About Financial Perspectives
Centre for Professional Excellence in Advisory Competency & Ethics
Since 1999, we've been Singapore's premier provider of CFP® certification education and professional development programs for financial services professionals. With 26 years of excellence and over 30,000 graduates, we continue to set the standard for financial planning education in Asia.
Our Mission & Vision
Guiding principles that drive our commitment to excellence
Our Mission
Our Mission is to provide a superior training experience that delivers a holistic approach to aid our students' understanding and application of wealth management concepts. We aspire to be the link between consumers and Financial Services Professionals by contemporaneously promoting financial literacy to the public and empowering Financial Services Professionals with competencies to help their clients create wealth, preserve dignity and change lives, turning their dreams into reality.
Our Vision
It is our vision to be the Centre for Professional Excellence in Advisory Competency & Ethics, to provide excellent financial education and life-long professional development to financial planning professionals in Asia, where every financial planning professional can be trained and equipped to exhibit Professional Excellence in Advisory Competency & Ethics (PEACE) in their practice. FP is committed to play a part in developing professionalism in the Financial Services Industry and promoting financial literacy in Singapore. We will strive to continuously be the premier Education Provider of the CFP® Certification Education Program in Singapore and other financial training in Asia.
Professional Excellence in Advisory Competency & Ethics (PEACE)
Our Core Values
The principles that define who we are and how we serve
Committed to our Mission
Dedicated to excellence in financial education
Focused on the Outcome
Results-driven approach to student success
Professional in our Approach
Maintaining highest standards of professionalism
Innovative in our Methodology
Modern teaching methods for maximum impact
Passionate in our Delivery
Energetic and engaging training experience
Practical in Application
Real-world relevance in every lesson
Care for our Employees
Supporting our team's growth and well-being
Loyalty to one another
Strong team bonds and mutual support
Spirit of Adventure
Embracing innovation and new challenges
These values guide every decision we make and every interaction we have with our students, partners, and the community we serve.
Our Trainers
Learn from seasoned practitioners with decades of real-world experience
Ronald Wong
MBA, CFP®, CHFC®, CWM®, CHMA, AEPP, STEP ASSOCIATE
INSTRUCTOR FOR CFP AND CPD PROGRAMS (MFA)
Aaron Graham Tay
BSC(BANKING & FINANCE), CFP®, CERTIFIED BEHAVIORAL & CAREER CONSULTANT™
INSTRUCTOR FOR CFP PROGRAM
Joshua Jimmy Tan
MBA(STRATEGIC WEALTH MANAGEMENT), CFP®, CWM®, RFC®, ASEP®, CHMA®, CBC
INSTRUCTOR FOR CFP PROGRAM
William Cai
MSC(FINANCE), CFP®, CHFC®, CMFC®
INSTRUCTOR FOR CFP AND CPD PROGRAMS
Learn from the Best in the Industry
Our trainers bring decades of practical experience and are committed to your success. They don't just teach theory—they share real-world insights that make a difference.
Explore Our ProgramsInternational Affiliation & Associations
Proud partners in global financial planning excellence
Financial Planning Standards Board Ltd (FPSB)
The Financial Planning Standards Board Ltd (FPSB) is a U.S.-based non-profit association that manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in personal financial planning.
CFP® Marks: FPSB owns the CFP®, CERTIFIED FINANCIAL PLANNER™ marks and awards them to individuals who meet FPSB's initial and ongoing certification requirements.
Singapore: The Financial Planning Association of Singapore (FPAS) is the marks licensing authority for the CFP® marks in Singapore, through agreement with FPSB.
Financial Planning Association Of Singapore (FPAS)
FPAS is a non-profit professional association dedicated to developing and promoting an industry providing unbiased financial advice to the Singaporean public. Since 1st December 1998, its vision is to ensure that all Singaporeans have access to responsible and appropriate financial planning advice by raising the professional standards of the industry through education and a shared code of ethics.
FPAS is part of a global assembly of financial planning bodies, and a licensee of the Financial Planning Standards Boards Ltd (FPSB). Launched in October 2004, its aim is to set standards and oversee the international CFP® certification program. As such, FPAS oversee the licensing process for the CERTIFIED FINANCIAL PLANNER™, Associate Wealth Planner and Associate Financial Planner.
Recognized Certification Marks
What Our Students Say
Real experiences from professionals who've transformed their careers with us
"Ronald has been very committed and helpful in answering the student's questions, all the way till the eve of exam. His clear sharing of concepts, indentifying possible question topics and sharing of exam strategies and tips have been very helpful. His mock exam preparation for students is a key factor in helping the student to be more prepared in actual exam sitting, especially the throwing in of "surprises" during the mock exam."
Tan Chin Yi
"I enjoyed the classes very much. Ronald is very funny, friendly, approachable, patient and helpful. He really goes the extra mile to ensure that we understand all the concepts and key points, and gives us his contact so that we can reach him when we have questions regarding the test questions or the modules. I studied the CFP book updated by Ronald and it has helped me to pass the 1st module. Thanks Ronald! Keep up the good work!"
Wong En Ci / Financial Consultant
"Lecturer: Daniel Tan Being a certified accountant, I had taken countless finance courses in my life but Daniel really made finance concepts come alive. He dishes out amazing mind-maps which simplified the subject matter. He also taught us how to learn and how to be a good financial planner, Each of his classes was inspiring and one could feel his passion to teach, sincerity to impact and his immense knowledge in this field. A privilege to have attended his classes. Staff: Zoe Zoe is so helpful and always friendly. She went out her way to facilitate me in attending the classes and always patient to help answer my questions."
Lisa EU Occhipinti / Financial Representative, AFP
"Lecturers have been very helpful in clarifying doubts and answering questions during lectures and even outside of lectures, with additional resources for students to learn from. Additional information presented during lectures also enable me to better understand the relevancy of what we learn and how it applies to our work. Great learning experience overall."
Rin Li Yiying / Financial Consultant
""Financial Perspectives Pte Ltd" is the best training academy in Singapore for getting the CFP certification. The teachers are really knowledgable and they take keen interest in explaining the theory and practice of the subject. Without their active help and guidance, it would have been very difficult to pass the Module 4 in the first attempt. The practice papers and the discussions over them also were a great help. To top it all, the Master Trainer Mr. Ronald Wong is a 'genious' in the field of financial planning education. His commitment and devotion to help the student is really amazing. The Exam Revision Webinar session and also the Live Webinar session just 2 days before the exam was a real ' Confidence booster' and made me clear the exam with ease and confidence. The staff are very kind and helpful. The venue for the classroom (SMU) is also excellent. Thank you, Mr Ronald & your team."
S A S Rajah / Managing Director
"It was really a great and informative course! Equipped me with the necessary knowledge to engage the prospects, with the actual case study and Ronald sharing with real life ground experience, it helps me to better understand how the information works and how to apply. It is definitely worth much more than the course fees. Looking forward to the gathering session."
Jeremy Seah / ASFB
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