Module 6: Financial Plan Construction & Professional Responsibilities

DURATION:
24.5hrs
ID:
CFP06
CREDIT:
10

INSTRUCTORS:

Ronald Wong
PRINCIPAL INSTRUCTOR for CFP and CPD Programs
MBA, CFP®, ChFC®, CWM®, ChMA, AEPP, STEP Associate

This final module builds upon the earlier modules and integrates all aspects of personal finances that are required for constructing a comprehensive financial plan. Students will learn how to gather and analyze client data, develop, recommend and implement appropriate strategies, and finally the important aspects related to the ongoing assessment of financial plans. A review of the legal, ethical and regulatory issues affecting financial/ wealth planners will also be covered. This includes client-centred, problem-solving method using case studies to give students a hands-on approach to the study material.

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

TOP
FAQ To Virtual Classroom for CFP® Certification Program Due to COVID-19Learn More