Upcoming Events & Course Calendar
Plan ahead. Secure your spot. Transform your career.
Browse our complete schedule of CFP® certification courses, CPD programs, and upcoming SCFP-HNWI launch events. Early registration recommended for best availability and early bird pricing.
CPD Course Calendar
Continuing Professional Development | Stay Sharp, Stay Relevant
About Our CPD Courses
Practical, focused training designed for immediate impact. All courses are IBF-approved with CPD hours awarded. Perfect for practicing professionals who refuse to stand still.
SME Masterclass Series — Module 2: Fact-Finding and Qualitative Analysis Frameworks
Learn systematic fact-finding to identify Keyman exposure, retention needs, buy-sell relevance, and creditor/debtor risks that may impair business continuity.
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Master Fund Adviser
Navigate Volatile Markets with Confidence
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Holistic Estate & Legacy Planning (HELP) Professional - May 2026
2-Day Estate Planning Certification Program
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Wealth Management Masterclass
Advising Family Businesses and Wealthy Clients
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
ILP Sales Masterclass
Investment-Linked Policies for Client Goals
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Strategies and Techniques to Supercharge AUM Growth
Portfolio Management & Investment Strategies
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Holistic Estate & Legacy Planning (HELP) Professional - Jun 2026
2-Day Estate Planning Certification Program
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Holistic Estate & Legacy Planning (HELP) Professional - Jul 2026
2-Day Estate Planning Certification Program
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Can't find the course you need? We offer custom corporate training solutions.
CFP® Certification Schedule
AFPCM → AWPCM → CFP® | Leading CFP Provider
Current Intake
77th Intake (Feb/Mar 2026 Exam)
About CFP® Certification
The CFP® certification is the global gold standard for financial planning professionals. Our three-stage pathway (AFPCM → AWPCM → CFP®) is recognized worldwide and has been trusted by over 30,000 professionals in Singapore.
No upcoming CFP courses currently scheduled.
Prefer to study at your own pace?
Can't commit to fixed classroom dates? Explore our **CFP® Self-Study Pathway** for Modules 1-5. Get full LMS access, structured exam preparation, and activation on your terms.
Not sure which level to start? Take our quick assessment or speak with our advisors.
SCFP-HNWI ProgramNEW 2026
Master HNWI Advisory | Launching Q1 2026
The Future of HNWI Advisory Excellence
Singapore's first specialized certification for High-Net-Worth Individual advisory. Master family office strategies, multi-generational wealth planning, and sophisticated investment solutions for ultra-wealthy clients.
STEPP - Specialist Certificate in Financial Planning (HNWI and Family-Owned Businesses)™: Module 1: Segmentation & Targeting for Effective Positioning & Propositions
Create Personal Brand, Attract Leads & Value Positioning for HNWI and Family-owned Business Segment
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Early Registration Benefits
Priority Access
Secure your spot in the inaugural cohort
Special Pricing
Exclusive launch pricing for early registrants
Exclusive Network
Join Singapore's elite HNWI advisors
Frequently Asked Questions
How do I register?
Click "Register Now" on any course card or contact us directly via WhatsApp for immediate assistance.
Contact Us →Is funding available?
Yes! Many courses qualify for IBF-STS funding with up to 70% subsidy. Check individual course details.
Learn About Funding →Can I switch dates?
We offer flexible options. Contact our team to discuss date changes or alternative schedules.
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