Our Mission & Vision

Our Mission

Our mission is to provide a superior training experience that delivers a holistic and personal approach to aid our students’ understanding and application of the financial planning or wealth management concepts and processes and its related disciplines. We want to be the link between consumers and the Financial Services Industry by contemporaneously promoting financial literacy to the public and educating and empowering Financial Services Professionals 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 with the competency to exhibit Professional Excellence in Advisory Competency & Ethics (PEACE) in their professional conduct and 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

Why Study with FP?

As our prospective students, you can expect to embark on your learning journey with the following:

  • Experienced and motivating team of CFP® certified lecturers who are also industry veterans and leaders
  • Time-tested in-house comprehensive learning tools – Our in-house study materials has been specially developed to complement the FPAS guidebooks issued by the association
  • Over 2,000 on-line practice mock exam questions to prepare for the CFP® exam through our online Learning Management System (LMS)
  • Interactive e-learning course ware to support reverse classroom and flexible learning options
  • Personal mentoring and coaching with our lecturers
  • Alumnus meeting and networking sessions