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.

January / April / June / August

Course Pre-Requisites

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


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

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.