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