Module 1: Foundations In Financial Planning

The first module is a self-contained course (also referred to as the AFP^CM 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 AFP^CM certification whilst continuing on with the remaining modules leading to the CFP^® certification.

Candidates who successfully obtain the AFP^CM 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.