Preparatory Course for Certified Financial Planner Examination

TMC Academy


Course introduction

The CFP® Certification signifies the gold standard of financial planning and wealth management. It is a mark of excellence and trustworthiness for practitioners, the qualities that consumers seek in a financial planner. 

There are more than 26 countries worldwide that has endorsed the CFP® mark. CFP® certificants are seen as the cream of the crop within the financial planning and wealth management industries.

TMC Academy is a preferred education provider for the CFP® Certification course in Singapore.

100% Examination
Examinations are held by the Financial Planning Association of Singapore (FPAS) three times a year – in April, July and October/November.

Intakes
January / April / June / August



Course Pre-Requisites


Age
18 years old

Academic Qualification
Any of the following:

  • a full GCE A Level certificate (i.e. 2 ‘A’s and 2 ‘O’s)
  • minimum 3 years of working experience in any profession
English Proficiency
Qualification taught and examined in English



Target Audience


  • For Financial Planning Practitioners and Firms
  • For the general public



Course Outline


Modules:

  • Foundations in Financial Planning
  • Risk Management and Insurance Planning
  • Tax Planning and Estate Planning
  • Investment Planning
  • Retirement Planning
Financial Plan Construction and Professional Responsibilities

Duration:
Full Time: 8 months
Part Time: 12 months

Each module has 27 classroom hours.



Available Course Sessions


Please click here to stay updated on upcoming sessions.



Trainer Profile


TMC Trainer

We have a pool of dedicated academic staff supported by a large pool of part-time academic staff from the industry to guide our students in gaining well-balanced knowledge and perspectives in the course of their studies.



 

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