Financial Perspectives
1 North bridge road, High street centre, #03-07/08, S179094
Mon-Fri: 9:30 am - 5:30 pm
2025-2026 Course Schedule

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.

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Showing 11 Upcoming Events

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.

IBF Accredited
Practical Application
Expert Trainers
IBF Funding Support Available
CPD✓ Available Seats

SME Masterclass Series: Keyman Protection and Business Continuity Planning - Jun 2026

Business Continuity Planning for SME Owners

10 June 2026
2:00 PM - 6:00 PM
High street centre #03-07/08 S179094 SingaporeIn-Person
1 Day
50 of 50 seats available
$500

Key Highlights:

  • IBF-STS Funding Available
  • Expert Trainers
  • Comprehensive Materials
💰 IBF Funding Available
CPD✓ Available Seats

SME Masterclass Series: Succession and Employee Benefits Planning - Jun 2026

Business Continuity & Succession Strategies

15 June 2026
2:00 PM - 6:00 PM
High street centre #03-07/08 S179094 SingaporeIn-Person
1 Day
50 of 50 seats available
$500

Key Highlights:

  • IBF-FTS Funding Recognised
  • Expert Trainers
  • Comprehensive Materials
💰 IBF Funding Available
CPD✓ Available Seats

Holistic Estate & Legacy Planning (HELP) Professional - Jun 2026

2-Day Estate Planning Certification Program

18 June 2026 - 19 June 2026
9:30 AM - 5:30 PM
High street centre #03-07/08 S179094 SingaporeIn-Person
Multi-day Session
40 of 40 seats available
$2000

Key Highlights:

  • IBF-STS Funding Available
  • Expert Trainers
  • Comprehensive Materials
💰 IBF Funding Available
CPD✓ Available Seats

Holistic Estate & Legacy Planning (HELP) Professional - Jul 2026

2-Day Estate Planning Certification Program

22 July 2026 - 23 July 2026
9:30 AM - 5:30 PM
High street centre #03-07/08 S179094 SingaporeIn-Person
Multi-day Session
40 of 40 seats available
$2000

Key Highlights:

  • IBF-STS Funding Available
  • Expert Trainers
  • Comprehensive Materials
💰 IBF Funding Available

Can't find the course you need? We offer custom corporate training solutions.

CFP® Certification Schedule

AFPCM → AWPCM → CFP® | Leading CFP Provider

Current Intake

78th Intake (August/September 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.

FPAS Education Provider
26 Years of Excellence
IBF-STS Funding Available
Flexible Learning Options
CFP✓ Available Seats

Associate Financial Planner Programme (IBF Level 1)

CFP® 1A - 78th Intake (August/September 2026 Exam)

6 July 2026 - 28 July 2026
9:30 AM - 5:30 PM
High Street CentreOnline
35 HRS
Seats available
Contact for Pricing

Key Highlights:

  • IBF-STS Funding Available
  • Expert Trainers
  • Comprehensive Materials
💰 IBF Funding Available
CFP✓ Available Seats

Risk Management & Insurance Planning

CFP® 2A - 78th Intake (August/September 2026 Exam)

21 July 2026 - 4 August 2026
9:30 AM - 5:30 PM
High Street CentreOnline
24 HRS
Seats available
Contact for Pricing

Key Highlights:

  • IBF-STS Funding Available
  • Expert Trainers
  • Comprehensive Materials
💰 IBF Funding Available
CFP✓ Available Seats

Tax Planning & Estate Planning

CFP® 3A - 78th Intake (August/September 2026 Exam)

29 July 2026 - 12 August 2026
9:30 AM - 5:30 PM
High Street CentreOnline
24 HRS
Seats available
Contact for Pricing

Key Highlights:

  • IBF-STS Funding Available
  • Expert Trainers
  • Comprehensive Materials
💰 IBF Funding Available
CFP✓ Available Seats

Investment Planning

CFP® 4A - 78th Intake (August/September 2026 Exam)

30 July 2026 - 13 August 2026
9:30 AM - 5:30 PM
High Street CentreOnline
24 HRS
Seats available
Contact for Pricing

Key Highlights:

  • IBF-STS Funding Available
  • Expert Trainers
  • Comprehensive Materials
💰 IBF Funding Available
CFP✓ Available Seats

Retirement Planning

CFP® 5A - 78th Intake (August/September 2026 Exam)

7 August 2026 - 21 August 2026
9:30 AM - 5:30 PM
High Street CentreOnline
24 HRS
Seats available
Contact for Pricing

Key Highlights:

  • IBF-STS Funding Available
  • Expert Trainers
  • Comprehensive Materials
💰 IBF Funding Available
CFP✓ Available Seats

Financial Plan Construction & Professional Responsibilities

CFP® 6A - 78th Intake (August/September 2026 Exam)

7 August 2026 - 21 August 2026
9:30 AM - 5:30 PM
High Street CentreIn-Person
24 HRS
Seats available
Contact for Pricing

Key Highlights:

  • IBF-STS Funding Available
  • Expert Trainers
  • Comprehensive Materials
💰 IBF Funding Available
Self-Paced Learning

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.

Explore Self-Study

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.

Advanced HNWI advisory certification
Family office strategies
Multi-generational wealth planning
Limited cohort size
Hybrid learning format
6-month intensive program

Launch Q1 2026

Be among the first to register

Learn More
SCFP-HNWI❌ Full

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

8 June 2026 - 9 June 2026
9:30 AM - 5:30 PM
1 North bridge road, High street centre , #03-07/08, S179094In-Person
Multi-day Session
35 of 40 seats available
S$2,000 (before IBF funding); after 70% subsidy: S$600; after 50% subsidy: S$1,000

Key Highlights:

  • IBF-STS Funding Available
  • Expert Trainers
  • Comprehensive Materials
💰 IBF Funding Available

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

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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.

Get Help →