Upcoming Events Calendar

2025 Upcoming CPD Course Calendar

July 2025
August 2025
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IBF-FTS Funding for 01 Jan 2023 onwards

–  30% of direct training cost for Singapore Citizen below 40 and all PRs, who are eligible for the IBF-FTS funding;

–  Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs.
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If you are  licensed Agents or Representatives in financial industry, IBF allows personal payment of the nett fee with a letter of support from your principal company upon registration. If you are an employed staff, only employer-sponsored courses are eligible for the funding. FP will assist to claim for the IBF-FTS Funding. Students have to fulfil the funding requirement, or the full course fee should be clawed back by the training provider.Individuals may use the SkillsFuture Credit to pay the 70% nett course fee if available.

Eligible Individuals#
  • Only company-sponsored individuals+; and Include licensed representatives such as insurance agents, financial advisers, and remisiers supported by FI principal and General insurance (GI) agents registered with the General Insurance Association’s (GIA) Agent Registration Board
  • Singapore Citizens or Singapore Permanent Residents, physically based in Singapore; and
  • Successfully completed FTS recognised  programme (including passing all relevant assessments and examinations).

For full details, please visit IBF website.

Seats are limited. Please enroll early to secure your place

2025 Upcoming CFP® Course Schedule

75th Intake Lecture Schedule{August 2025 Exam)

You can attempt a maximum of 3 modules in one exam cycle, with Module 1 a compulsory module to enrol if you are a new entrant into the AFPCM, AWPCM or CFP® Certification Education Program.

You can attain the AFPCM Certification upon the successful completion of Module 1. The Module 1 class schedule is as follows.

Module 1A – Foundations in Financial Planning 

Session Date Time
1 Mon, July 14 2025 9:30am - 1:00pm (3.5)
2 Mon, July 14 2025 2:00pm - 5:30pm (3.5)
3 Thurs, July 17 2025 9:30am - 1:00pm (3.5)
4 Thurs, July 17 2025 2:00pm - 5:30pm (3.5)
5 Mon, July 21 2025 9:30am - 1:00pm (3.5)
6 Mon, July 21 2025 2:00pm - 5:30pm (3.5)
7 Mon, July 28 2025 9:30am - 1:00pm (3.5)
8 Mon, July 28 2025 2:00pm - 5:30pm (3.5)
9 Sat, August 2 2025 9:30am - 1:00pm (4)

Exam: Wed, 13 August 2025 2:00PM-5:00PM (3.0 HRS) |  Duration: 35 HRS (Inclusive of Assessment)

Call us for more information regarding the enrolment process.
*All dates are correct at the time of uploading. FP reserves the right to make changes to the dates listed.

FP reserves the right to cancel any workshop if there is an insufficient number of students.

After you attained the AWPCM Certification, you can go on to enrol into Modules 2 and 3.

Module 2A – Risk Management Planning 

Session Date Time
1 Tues, 22 July 2025 9:30am - 1:00pm (3.5)
2 Tues, 22 July 2025 2:00pm - 5:30pm (3.5)
3 Tues, 29 July 2025 9:30am - 1:00pm (3.5)
4 Tues, 29 July 2025 2:00pm - 5:30pm (3.5)
5 Tues, 5 August 2025 9:30am - 1:00pm (3.5)
6 Tues, 5 August 2025 2:00pm - 5:30pm (3.5)

Exam: Fri, 15 August 2025 2:00PM-5:00PM (3.0 HRS) | Duration: 24 HRS (Inclusive of Assessment)


Module 3A –  Tax Planning & Estate Planning 

Session Date Time
1 Wed, 23 July 2025 9.30am – 5.30pm (7)
2 Wed, 23 July 2025 9:30am - 1:00pm (3.5)
3 Wed, 30 July 2025 2:00pm - 5:30pm (3.5)
4 Wed, 30 July 2025 9:30am - 1:00pm (3.5)
5 Wed, 6 August 2025 2:00pm - 5:30pm (3.5)
6 Wed, 6 August 2025 9:30am - 1:00pm (3.5)

Exam: Wed, 20 August 2025 2:00PM-5:00PM (3.0 HRS) | Duration: 24 HRS (Inclusive of Assessment)

*All dates are correct at the time of uploading. FP reserves the right to make changes to the dates listed. FP reserves the right to cancel any workshop if there is an insufficient number of students.

You can attain the AWPCM Certification upon the successful completion of Modules 1, 4 and 5. If you are a new entrant to the program, you may enrol these 3 modules in one examination cycle.

Module 4A – Investment Planning 

Session Date Time
1 Thurs, 24 July 2025 9:30am - 1:00pm (3.5)
2 Thurs, 24 July 2025 2:00pm - 5:30pm (3.5)
3 Thurs, 31 July 2025 9:30am - 1:00pm (3.5)
4 Thurs, 31 July 2025 2:00pm - 5:30pm (3.5)
5 Thurs, 7 August 2025 9:30am - 1:00pm (3.5)
6 Thurs, 7 August 2025 2:00pm - 5:30pm (3.5)

Exam: Fri, 22 August 2025 2:00PM-5:00PM (3.0 HRS) | Duration: 24 HRS (Inclusive of Assessment)


Module 5A – Retirement Planning

Session Date Time
1 Fri, 25 July 2025 9:30am - 1:00pm (3.5)
2 Fri, 25 July 2025 2:00pm - 5:30pm (3.5)
3 Mon, 4 August 2025 9:30am - 1:00pm (3.5)
4 Mon, 4 August 2025 2:00pm - 5:30pm (3.5)
5 Tues, 12 August 2025 9:30am - 1:00pm (3.5)
6 Tues, 12 August 2025 2:00pm - 5:30pm (3.5)

Exam: Wed, 27 August 2025 2:00PM-5:00PM (3.0 HRS) |  Duration: 24 HRS (Inclusive of Assessment) 

Call us for more information regarding the enrolment process.

*All dates are correct at the time of uploading. FP reserves the right to make changes to the dates listed. FP reserves the right to cancel any workshop if there is an insufficient number of students.

You can only enrol into Module 6 after the successful completion of Modules 1 to 5. This module is also your final hurdle before attaining the CERTIFIED FINANCIAL PLANNERTM Certification Designation:

Module 6A – Financial Plan Construction and Professional Responsibilities 

Session Date Time
1 Fri, 1 August 2025 9:30am - 1:00pm (3.5)
2 Fri, 1 August 2025 2:00pm - 5:30pm (3.5)
3 Fri, 8 August 2025 9:30am - 1:00pm (3.5)
4 Fri, 8 August 2025 2:00pm - 5:30pm (3.5)
5 Fri, 15 August 2025 9:30am - 1:00pm (3.5)
6 Fri, 15 August 2025 2:00pm - 5:30pm (3.5)

Onsite Exam: Fri, 29 August 2025 2:00PM-5:30PM (3.5 HRS)| Duration: 24 HRS (Inclusive of Assessment)

*All dates are correct at the time of uploading. FP reserves the right to make changes to the dates listed. FP reserves the right to cancel any workshop if there is an insufficient number of students.

Seats are limited. Please enroll early to secure your place

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