MBA, CFP®, ChFC®, CWM®, ChMA, AEPP, STEP Associate
MBA(Strategic Wealth Management), CFP®, CWM®, RFC®, ASEP®, ChMA®, CBC
BSc(Banking & Finance), CFP®, Certified Behavioral & Career Consultant™
CategoriesCERTIFIED FINANCIAL PLANNER
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.