CFP®

Professionalising Your Career with the Global CFP® Mark

The CERTIFIED FINANCIAL PLANNER (“CFP®”) mark is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial advisory practice.

We offer a blended training track, where you learn most of the curriculum at your convenience, to help you fast track to achieve this professional mark without sacrificing your business KPIs.

In addition, we guarantee unlimited usage of our tutorials and studying materials as long as you are preparing for your assessment, without additional charge.

Here is a summary of the blended tracking track:

ModuleInstructor led tutorials (hrs)Tutorial Dates (select only 1 Run)Self Study (hrs)FPAS Assessment (hrs)Total CPD hrs
M17

Run 1 – 2nd & 3rd Feb (930am to 1pm)

Run 2 – 2nd & 3rd Feb (630pm to 10pm)

20330
M2NANA21327
M3NANA21327
M474th & 11th Mar (630pm to 10pm)14327
M5NANA21327

Follow these 3 simple steps to enjoy this offer:

STEP 1 – Click on the Register Button below.

STEP 2 – Follow instructions for details needed.

IMPORTANT: Under Education Provider, you must select Literacy Empowerment Pte Ltd

STEP 3 – After successful registration, drop an email to us straightaway at [email protected]

We will get in touch with you to confirm your preferred training dates as well as release the eNotes.

Who is it for?

CFP® advisors are trusted financial professionals who work with individuals and families to review all aspects of their financial affairs and recommend practical, easy-to-understand solutions for every life stages, and financial goals. The scope of advisory may involves financial goals relating to: investment, insurance, estate, legacy & succession

retirement-planning

Attaining CFP®

Module 1 equips advisors with relevant knowledge, skillsets, and ethical values so that they are competent to recommend general financial planning strategies and to advise on the appropriate selection and use of various financial products for individuals, e.g. insurance, unit trusts, and a broad range of securities and banking products.

Upon successful completion of this module, participants can use the Associate of Financial Planner mark (AFPCM) from FPAS.

 

Click here for M1 – Course Specifications

 

CodeTutorial Dates & Time
EM1

Run 1 – 2nd & 3rd Feb 2021 (9:30AM to 1:00PM)

Run 2 – 2nd & 3rd Feb 2021 (6:30PM to 10:00PM)

ModuleDescriptionExam DateExam Timing
1Foundations in Financial Planning4 Mar 2021, Thursday2:00PM – 5:00PM

Income and assets of individuals are the cornerstones of financial planning. However they are exposed to risks. An uncertainty regarding loss is often termed as a risk. In a general sense the term ‘risk’ may be used to include all situations, in which there is an exposure to misfortune or adverse circumstances. This module teaches the advisors to help clients identify the risks that may financially cripple them, and the strategies that can be implemented to nullify these risks.

 

Click here for M2 – Course Specifications

 

ModuleDescriptionExam DateExam Timing
2Risk Management and Insurance Planning11 Mar 2021, Thursday2:00PM – 5:00PM

Module 3 equips advisors with relevant knowledge, skillsets of Singapore tax regime, with emphasis is on tax minimization techniques for individuals as well as business structures.  In the estate planning portion focus on wealth preservation, distribution as well as succession planning techniques to minimize deterioration of assets.

 

Click here for M3 – Course Specifications

 

ModuleDescriptionExam DateExam Timing
3Tax Planning & Estate Planning18 Mar 2021, Thursday2:00PM – 5:00PM

Module 4 equips advisors with relevant knowledge, skillsets of investment, involving a comprehensive review of investment planning concepts and investment instruments. It draws together the techniques for evaluating different asset classes to meet different investment goals, and suitability of recommended portfolios for clients considering investment goals, time horizons and risk tolerance. Quantitative investment concepts, investment theories and strategies, and asset pricing models are also examined.

 

Click here for M4 – Course Specifications

 

CodeTutorial Dates & Time
DM4Run 1 – 4th & 11th Mar 2021 (6:30PM to 10:00PM)
ModuleDescriptionExam DateExam Timing
4Investment Planning8 Apr 2021, Thursday2:00PM – 5:00PM

Module 5 teaches the advisors to help clients identify the risks of not planning well and in advance to secure an active retirement lifestyle envisioned. It looks at portfolio strategies that can be complemented with existing CPF and SRS frameworks.

 

Click here for M5 – Course Specifications

 

ModuleDescriptionExam DateExam Timing
5Retirement Planning15 Apr 2021, Thursday2:00PM – 5:00PM

This is the final module of the CFP course. It brings together the multi-disciplined concepts learnt from Module 1 to 5 for an advisor to take a holistic approach towards crafting comprehensive financial solutions for the clients’ financial goals.  Case studies will be used to prepare advisors on the thoroughness and in-depth review of personal data when crafting the financial solutions while upholding professionalism to the highest standard.

 

Click here for M6 – Course Specifications

 

ModuleDescriptionExam DateExam Timing
6Financial Plan Construction and Professional Responsibilities22 Apr 2021, Thursday2:00PM – 5:00PM

AFPCM, AWPCM and CFP®

Associate Financial Planner AFPCM

M1: Foundations in Financial Planning

Associate Wealth Planner AWPCM

M1: Foundations in Financial Planning

M4: Investment Planning

M5: Retirement Planning

Certified Financial Planner CFP®

M1: Foundations in Financial Planning

M2: Risk Management and Insurance Planning

M3: Tax Planning & Estate Planning

M4: Investment Planning

M5: Retirement Planning

M6: Financial Plan Construction and Professional Responsibilities

Examination Duration and Format

All examinations are conducted using e-assessment mode.

Examinations for Modules 1 to 5 are each three-hour papers, consisting of multiple-choice questions.

Module 6 is a three-hour written examination.

95%* of course fees are funded by IBF

*All courses and assessment fees are invoiced on nett basis upon sign-up of courses.

The remaining balance of courses fees are only invoiced when students pass the assessments conducted by FPAS.

Funding Criteria

IBF funds 95% of course fees + first time assessment fees when all the following conditions are fulfilled:

  • Singaporean & SPR only
  • Complete 75% of tutorial hours
  • Pass examination conducted by FPAS

IBF will clawback the funding of assessment fees if the criteria is not met.

Non-funded Fees

  • FPAS charges SGD128.40 annually for usage of AFPCM or AWPCM marks, and SGD246.10 for CFP® mark
  • All re-sit fees, regardless of modules will not be funded

Preparatory AFPCM Bootcamp

Component 1

Instructor led virtual classroom tutorial – 7 hours

Component 2

Self directed learning via our compact and accurate materials accessible only through our elearning portal
*Recommended preparatory hours – at least 21 hours
**We guarantee unlimited usage of our tutorials and materials as long as you are preparing for your assessment
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Trusted By

LEPL is an Approved Training Operator by:

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Course Schedule

Please contact us to find out more.

We Are Here

Literacy Empowerment Pte Ltd
531A Upper Cross St, #04-95 Singapore 051531
Phone: +65 9181 9923
Email: [email protected]

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