The CERTIFIED FINANCIAL PLANNER™ certification isn't just another credential — it's recognized globally as the "Gold Standard" in financial planning and wealth management. But what exactly does it take to earn those three letters?
The CFP® certification pathway requires candidates to meet four rigorous requirements: Education, Examination, Experience, and Ethics. At Financial Perspectives, we guide you through the comprehensive six-module education program that forms the foundation of your CFP® journey.
The curriculum adopts a client-centered, problem-solving approach using real-life case studies. From foundations in financial planning to advanced integrated financial planning, you'll gain proficiency across investment, insurance, tax, retirement, and estate planning — all tailored to Singapore's regulatory environment and financial landscape.
The Six Modules:
- Module 1: Foundations in Financial Planning
- Module 2: Risk Management & Insurance Planning
- Module 3: Investment Planning
- Module 4: Tax Planning
- Module 5: Retirement Planning
- Module 6: Advanced & Integrated Financial Planning