Certified Financial
Planner™ (CFP®)

Earn the industry gold standard certification in financial planning today.

Mode Of Training

Online Lecture
E-Learning (Self Study)

Fundings Available

IBF-STS
Skillsfuture Credits
NTUC UTAP

Certified Financial Planner™

WHO SHOULD BECOME CFP® CERTIFIED?
Professionals, Bankers, Advisers & Public Members that want to be excel in the following areas:

 

  • Accounting
  • Banking/Trust
  • Estate Planning
  • Financial Planning
  • Insurance Planning
  • Portfolio Management
  • Retirement/Pension Planning
  • Securities/Managed Funds
  • Taxation
  • Law
SCHEDULE

Time:
9:00AM to 6:00PM

Duration:
3-Day Intensive Per Module

Funding Eligibility:
IBF-STS Funding
Skillsfuture Credits
NTUC UTAP

Learn more

WHAT IS CFP® CERTIFICATION?

Conferred by the Certified Financial Planners Board (CFP® Board) in the United States, the CERTIFIED FINANCIAL PLANNER™ credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. CERTIFIED FINANCIAL PLANNER™ professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.

A FPAS APPROVED TRAINING ORGANISATION (ATO)

Finerty Academy’s Trainers have been lecturing CFP® Courses and practising in the industry for many years. Their years of experience allows them to share their secret of how to simplify the complex Financial Planning architectures, into proven & tested concepts clients can understand & remember.

BENEFITS FOR PRACTITIONERS

  • Career Advancement and Satisfaction
  • Income Growth
  • Clients Retention

LEARNING MODES

  • In-Person Online | 3 Days Intensive
  • E-Learning | Self Study (Available for Module 1 to Module 5)
CFP Modules Title
Module 1 –  Foundations in Financial PlanningAFP®
Module 1 – Foundations in Financial PlanningAWPCM
Module 4 – Investment Planning
Module 5 – Retirement Planning
Module 1 – Foundations in Financial PlanningCFP®
Module 2 – Risk Management and Insurance Planning
Module 3 – Tax Planning & Estate Planning
Module 4 – Investment Planning
Module 5 – Retirement Planning
Module 6 – Financial Plan Construction and Professional Responsibilities

 

PROGRAMME FEES  (FINANCIAL ADVISORS)

SG Citizens below 40 & PRs (nett fee after IBF-STS 50 % funding)
Module 1: $550 (U.P. $1100)*
Module 2 to 5: $490 (U.P. $980)*
Module 6: $540 (U.P. $1080)*

SG Citizens 40 & above (nett fee after IBF-STS 70% funding)
Module 1: $330 (U.P. $1100)*
Module 2 to 5$294 (U.P. $980)*
Module 6: $324 (U.P. $1080)*

*Price above are nett fee. For corporate rates or non-financial advisors, please contact us.

Finerty Academy Pte Ltd does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM and marks. CFP® certification is granted only by FPSB and FPAS to those persons who, in addition to completing an education requirement such as the program offered by this FPAS approved education provider, have met the ethics, experience and examination requirements.

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