M1 - Foundations in Financial Planning

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 (AFP^CM) from FPAS.

Click here for M1 – Course Specifications