Course Schedule
Holistic Estate & Legacy Planning (HELP) Professional
SME Masterclass Series: Succession and Employee Benefits Planning
Holistic Estate & Legacy Planning (HELP) Professional
Specialist Certificate in Financial Planning (HNWI and Family-Owned Businesses) TM: Module 1: Segmentation & Targeting for Effective Positioning & Propositions
SME Masterclass Series: Keyman Protection and Business Continuity Planning
Investment Masterclass: Strategies and Techniques to Supercharge AUM Growth
Holistic Retirement Adequacy Planning Professional (HRAPP™)
SME Masterclass Series: Exit Planning with Insurance
ILP Sales Masterclass
Certified Financial Planner, Module 4: Investment Planning (Online)
Certified Financial Planner, Module 6: Financial Plan Construction & Professional Responsibilities
SME Masterclass Series: Fundamentals of Financial Analysis
Certified Financial Planner, Module 3: Tax Planning and Estate Planning (Online)
Holistic Estate & Legacy Planning (HELP) Professional
Master Fund Adviser (MFA)
Certified Financial Planner, Module 2: Risk Management & Insurance Planning (Online)
CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Financial Planning Association of Singapore is the marks licensing authority for the CFP marks in Singapore, through an agreement with FPSB.
AFPCM , AWPCM, ASSOCIATE FINANCIAL PLANNER and ASSOCIATE WEALTH PLANNER are registered certification marks of the Financial Planning Association of Singapore.
