Module 5: Retirement Planning

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DURATION:
23.5hrs
ID:
CFP05
CREDIT:
10

INSTRUCTORS:

Ronald Wong
PRINCIPAL INSTRUCTOR for CFP and CPD Programs
MBA, CFP®, ChFC®, CWM®, ChMA, AEPP, STEP Associate
Joshua Jimmy Tan
INSTRUCTOR for CFP Program
MBA(Strategic Wealth Management), CFP®, CWM®, RFC®, ASEP®, ChMA®, CBC
Aaron Graham Tay
INSTRUCTOR for CFP Program
BSc(Banking & Finance), CFP®, Certified Behavioral & Career Consultant™
Heng Kee Hong
INSTRUCTOR for CFP Program
CFP®

As Singapore’s population ages, it is critical that financial service professionals know how to advise clients to achieve a secure retirement through proper planning. This module teaches retirement needs, analysis techniques and the process to be used when developing a retirement plan. Retirement considerations for the self-employed, retirement counselling, the Central Provident Fund (CPF) and other schemes will also be reviewed.

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