Certified Financial
Planner™ (CFP®)
Mode Of Training
Online Lecture
3-Day Intensive Per Module
Fundings Available
IBF-STS
Skillsfuture Credits
NTUC UTAP
Certified Financial Planner™
WHO SHOULD BECOME CFP® CERTIFIED?
- 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
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
CFP Modules (Intensive 3-Day) | Title |
---|---|
Module 1 – Foundations in Financial Planning | AFP® |
Module 1 – Foundations in Financial Planning | AWPCM |
Module 4 – Investment Planning | |
Module 5 – Retirement Planning | |
Module 1 – Foundations in Financial Planning | CFP® |
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 |