Course Schedule
Holistic Estate & Legacy Planning (HELP) Professional
Certified Financial Planner, Module 6: Financial Plan Construction & Professional Responsibilities
SME Masterclass Series: Keyman Protection and Business Continuity Planning
Holistic Estate & Legacy Planning (HELP) Professional
Investment Masterclass: Strategies and Techniques to Supercharge AUM Growth
Certified Financial Planner, Module 5: Retirement Planning (Online Self-Study)
Holistic Estate & Legacy Planning (HELP) Professional
ILP Sales Masterclass
Master Fund Adviser (MFA)
Certified Financial Planner, Module 2: Risk Management & Insurance Planning (Online)
Associate Financial Planner Programme (IBF Level 1)(Online)
SME Masterclass Series: Fact-Finding and Qualitative Analysis Frameworks
SME Masterclass Series: Core Frameworks and Propositions in SME Owners Planning
Certified Financial Planner, Module 2: Risk Management & Insurance Planning (Online Self-Study)
Certified Financial Planner, Module 5: Retirement Planning (Online)
SME Masterclass Series: Exit Planning with Insurance
Certified Financial Planner, Module 3: Tax Planning and Estate Planning (Online)
Certified Financial Planner, Module 3: Tax Planning and Estate Planning (Online Self-Study)
SME Masterclass Series: Fundamentals of Financial Analysis
Certified Financial Planner, Module 4: Investment Planning (Online Self-Study)
Wealth Management Masterclass: Advising Family Businesses and Wealthy Clients
Specialist Certificate in Financial Planning: Segmentation & Targeting for Effective Positioning & Propositions (SCFP-STEPP)
Associate Financial Planner Programme (IBF Level 1) (Online Self-Study)
SME Masterclass Series: Succession and Employee Benefits Planning
Certified Financial Planner, Module 4: Investment Planning (Online)
Holistic Estate & Legacy Planning (HELP) Professional
Master Fund Adviser (MFA)
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.
