ABOUT FINANCIAL PERSPECTIVE (FP)

Your Premier Financial Education Provider

Financial Perspectives (FP), established since 1999, pioneered the CERTIFIED FINANCIAL PLANNER (CFP®) Certification Education Program in Asia and became the first and original approved Education Provider of the Financial Planning Association of Singapore (FPAS).

With over 20 years of training experience, FP has more than 20,000 students in Singapore, Malaysia, Brunei, Vietnam, Thailand, Indonesia, India, and China.

CFP® –
CERTIFIED FINANCIAL PLANNER™

CFP ® mark is a prestigious and higly respected professional designation labeled as the “Gold Standard” in the financial planning and wealth management industries globally.

READ MORE

FA-CPD COURSES

All our FA-CPD e-learning courses are approved by the Institute of Banking and Finance (IBF) for FA-CPD training hours accreditation, and attendees may also qualify for the IBF-FTS funding.

READ MORE

CPD COURSES

We have introduced Continuous Professional Development (CPD) courses to equip and empower industry professionals with specialist knowledge and skills

READ MORE

Module 5

Retirement Planning

Module 4

Investment Planning

Module 3

Tax Planning and Estate Planning

Module 2

Risk Management & Insurance planning

Module 1

Foundations in Financial Planning
CENTRE FOR PEACE

Centre for Professional Excellence in Advisory Competency and Ethics

Centre for PEACE comprises of 6-core pillars to equip financial planning professionals in the industry with specialist competency training and support

MEDIA

Articles & News Room

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida.

AFFILIATION

International
Affiliation

The Financial Planning Association of Singapore (FPAS)

The Financial Planning Standards Board (FPSB) of U.S.

CERTIFIED FINANCIAL PLANNER™ Board of Standards

TESTIMONIALS

What People are Saying about Financial Perspectives

Jhon Doe
Lorem Ipsum

"It was a very practical course with many case studies. The trainer Ronald Wong is very experienced and he shares generously about his knowledge. I find much value in this course and I recommend any practitioner who wants to serve the high net worth clients to attend!”

Jhon Doe
Lorem Ipsum

"It was a very practical course with many case studies. The trainer Ronald Wong is very experienced and he shares generously about his knowledge. I find much value in this course and I recommend any practitioner who wants to serve the high net worth clients to attend!”

Jhon Doe
Lorem Ipsum

"It was a very practical course with many case studies. The trainer Ronald Wong is very experienced and he shares generously about his knowledge. I find much value in this course and I recommend any practitioner who wants to serve the high net worth clients to attend!”