Module 1: Foundations In Financial Planning

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DURATION:
32hrs
ID:
CFP01
CREDIT:
10

INSTRUCTORS:

Ronald Wong
PRINCIPAL INSTRUCTOR for CFP and CPD Programs
MBA, CFP®, ChFC®, CWM®, ChMA, AEPP, STEP Associate
Daniel Tan
INSTRUCTOR for CFP Program
CFP®
Aaron Graham Tay
INSTRUCTOR for CFP Program
BSc(Banking & Finance), CFP®, Certified Behavioral & Career Consultant™

The first module is a self-contained course (also referred to as the AFPCM Certification Education Program), covering a broad range of professional financial topics that form the foundations of the career of any financial services professional. This module is comprehensive and provides a complete overview of the financial/ wealth planning process, a review of all the financial products and instruments, as well as a review of the legal, ethical and regulatory issues affecting financial planning in Singapore. Upon successful completion of the course, students are eligible to earn the AFPCM certification whilst continuing on with the remaining modules leading to the CFP® certification.

Candidates who successfully obtain the AFPCM certification can also apply for the IBF Qualified (IBFQ) Certification with the Institute of Banking and Finance (IBF) in Singapore, if they meet the qualifying criteria set by the IBF.

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