Our Mission and Vision

Our Mission

Our Mission is to provide a superior training experience that delivers a holistic approach to aid our students’ understanding and application of wealth management concepts.

We aspire to be the link between consumers and Financial Services Professionals by contemporaneously promoting financial literacy to the public and empowering Financial Services Professionals with competencies to help their clients create wealth, preserve dignity and change lives, turning their dreams into reality.

Our Vision

It is our vision to be the Centre for Professional Excellence in Advisory Competency & Ethics, to provide excellent financial education and life-long professional development to financial planning professionals in Asia, where every financial planning professional can be trained and equipped to exhibit Professional Excellence in Advisory Competency & Ethics (PEACE) in their practice.

FP is committed to play a part in developing professionalism in the Financial Services Industry and promoting financial literacy in Singapore. We will strive to continuously be the premier Education Provider of the CFP® Certification Education Program in Singapore and other financial training in Asia.

Our Core Values

  • Committed to our Mission
  • Focused on the Outcome
  • Professional in our Approach
  • Innovative in our Methodology
  • Passionate in our Delivery
  • Practical in Application
  • Care for our Employees
  • Loyalty to one another
  • Spirit of Adventure