Students in TMC Academy


Preparatory Course for Associate Wealth Planner Examination

Provided by: TMC Academy

Course Introduction

CERTIFIED FINANCIAL PLANNER™/CFP® certification represents the gold standard of financial planning and wealth management. CFP® certificants are seen as the cream of the crop within the financial planning and wealth management industries.

Curriculum Overview

100% Examination
Examinations are held by the Financial Planning Association of Singapore (FPAS) three times a year – in April, July and October/November.
 
Teaching and learning
There will be a combination of guided studies, lectures, tutorials, and self directed learning.

Area of Studies

The applicant can complete the following modules to obtain the Associate Wealth Planner (AWPCM) certification. The AWPCM certification is a mid-level professional certificate for practitioners and individuals with key portfolios in retirement planning and wealth accumulation in addition to their capacity to recommend general financial planning strategies.
Each module has 27 classroom hours.
 

Course Modules
  • Foundations in Financial Planning
  • Investment Planning
  • Retirement Planning

Entry Requirements

Local 
Age
18 years old
 
Academic Qualification
Any of the following:
  • a full GCE A Level certificate (is 2 ‘A’s and 2 ‘O’s)
  • minimum 3 years of working experience in any profession
English Proficiency
Qualification taught and examinated in English
 
International
Age
18 years old
 
Academic Qualification
Year 12 or equivalent qualification
 
English Proficiency
IELTS 5.5 if the qualification is not examinated in English

Fees & Funding

Academic Fee
Associate Wealth Planner / AWP Certification (Modules 1, 4 and 5)
  • With Lectures: S$2,165
  • Self Study (inclusive with textbook and 2-hour revision): $1,450
  • Self-Study (without revision): $155
The fees cover the tuition and/or study materials fees and do not include the Initial Certification Application fee, examination fee, FPAS membership fee which are payable to Financial Planning Association of Singapore (FPAS).

Fundings Available
  • Up to 95% SSG Funding
  • 15% discount off course fees for charter member. Charter member refers to applicant who, at the time of enrollment for each module, are solely contracted or directly employed by FPAS Charter Member companies. An original supporting letter from the company and/or current authorization employment card must be provided.
Non-Academic Fee
Application Fee S$100
 
Fee Protection Scheme
0.75% of (Course fee less grant + Medical insurance) OR S$25 whichever is higher
 
Medical insurance
S$80/year
 
Course Fees subject to prevailing GST of 7%
 

Study Mode & Duration

Course Start Dates

January / April / May / August / September

Duration

Full-Time: 4 months
Part-Time: 8 months

Course Assessment
  • 100% Examination
  • Examinations are held by the Financial Planning association of singapore (FPAS) three times a year - in April, July and October/November.
Teaching and Learning

There will be a combination of guided studies, lectures, tutorials, and self directed learning.
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