CFP®- CERTIFIED FINANCIAL PLANNER™ Certification Education Program

The CERTIFIED FINANCIAL PLANNER^TM credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. CERTIFIED FINANCIAL PLANNER^TM professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.

CFP® Certification — The Standard of Excellence for Personal Financial PlanningPublished on 5 Mar 2012 by Certified Financial Planner Board of Standards

Pathway to CFP® Certification

Step 1: Associate Financial Planner - AFP^CM

Module 1: Foundations in Financial Planning

The AFP^CM certification is an entry-level certification obtained after the successful completion of the Module 1 of the CFP^® certification education program. It certifies that the individual is competent to recommend general financial planning strategies and advise on the selection and use of appropriate financial products, e.g. insurance, unit trusts and a broad range of securities and banking products.

Step 2: Associate Wealth Planner - AWP^CM

Module 1: Foundations in Financial Planning

Module 4: Investment Planning

Module 5: Retirement Planning

The AWP^CM certification is obtained after successfully completing Modules 1, 4 & 5 of the CFP^® certification education program. It certifies that the individual has the expertise to advise on retirement planning, wealth accumulation and preservation strategies, in addition to the capability to recommend general financial planning strategies.

You must successfully complete Module 1, Module 4 & Module 5 of the CFP^® Certification Program and pass the respective certification examination to be awarded this certification mark.

Step 3: CERTIFIED FINANCIAL PLANNER™ - CFP®

Module 1: Foundations in Financial Planning

Module 2: Risk Management and Insurance Planning

Module 3: Tax Planning and Estate Planning

Module 4: Investment Planning

Module 5: Retirement Planning

Module 6: Financial Plan Construction and Professional Responsibilities

The CFP^® certification is obtained after successful completion of all 6 Modules of the CFP^® certification education program. The CFP^® mark is internationally recognized and is the most highly sought after professional designation by financial planners and wealth managers globally.

The CFP certification can be acquired in Minimum 1 Year of Study.

Successful completion of all 6 Modules of the CFP^® certification education program within 7 years as required by FPAS. The examination assesses and validates a candidates’ ability to apply integrated financial knowledge to real client situations.

73rd Intake CFP Certification Program Registration Ongoing

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+65 8111 7890 (CFP Centre)

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Let's help you take your career to the next level

CFP Certification will equip you with the right competencies to offer comprehensive financial solutions to your clients and help you achieve Career Advancement and Satisfaction, Client Retention and Income Growth.

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CFP®- CERTIFIED FINANCIAL PLANNER™ Certification Education Program

CFP® Certification — The Standard of Excellence for Personal Financial PlanningPublished on 5 Mar 2012 by Certified Financial Planner Board of Standards

Pathway to CFP® Certification

73rd Intake CFP Certification Program Registration Ongoing

Need further guidance?

START THE JOURNEY!

Let's help you take your career to the next level

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