Certification Process
Competence. Credibility. Confidence. The path to CFP® certification is a rigorous but rewarding process that gives you the knowledge and skills you need for a fulfilling career.
AFP
ASSOCIATE FINANCIAL PLANNER
Module 1: Foundations in Financial Planning
AWP
ASSOCIATE WEALTH PLANNER
Module 1: Foundations in Financial Planning
Module 4: Investment Planning
Module 5: Retirement Planning
CFP
CERTIFIED FINANCIAL PLANNER
Module 1: Foundations in Financial Planning
Module 2: Risk Management and Insurance Planning
Module 3: Tax Planning & Estate Planning
Module 4: Investment Planning
Module 5: Retirement Planning
Module 6: Financial Plan Construction and Professional Responsibilities
CERTIFICATE
Congratulations! Now that you’ve passed the modules required for AFPCM, AWPCM, or CFP® certification, it’s time to communicate your expertise and advance your career using your newly issued designation.
How to apply for your certification?
Please log-in to your FPAS account to apply. Upon successful application of your AFPCM, AWPCM, or CFP® certification, FPAS will issue the physical certificate of your respective certification.
Collection of physical certificates
An email will be sent to you by support@fpas.org.sg on the collection of your physical certificate. This process will take about 2 weeks from the payment received date.
FPAS APPROVED EDUCATION PROVIDERS
The education providers listed below have registered a financial planning curriculum that satisfies the FPAS education requirement. FPAS does not endorse one program over another. Programs can also differ in their delivery methodologies with some having classroom-based instructions and others offering online courses.
Education providers oversee their respective administrations and charging policies. Should you have enquiries regarding education providers, you may contact FPAS.
Our education providers are approved to conduct the following programs:
1. ASSOCIATE FINANCIAL PLANNER; or AFPCM
2. ASSOCIATE WEALTH PLANNER, or AWPCM
3. CERTIFIED FINANCIAL PLANNER™ or CFP®
Following are the approved education providers:
| Financial Perspectives Pte Ltd | Finerty Academy Pte Ltd | TMC Academy Pte Ltd |
|---|---|---|
|
1 Sophia Road, #07-27, Peace Centre, Singapore 228148 |
International Plaza, 10 Anson Road, #16-12, Singapore 079903 |
Paya Lebar Campus, 805 Geylang Road, Singapore 389683 |
|
6533 6121 |
9697 9201 |
8023 3870 |
|
enquiries@fp-edu.com |
contact@finerty.com.sg |
info@tmc.edu.sg |
|
www.fp-edu.com |
www.finerty.com.sg |
www.tmc.edu.sg |
EXAMINATIONS SCHEDULE 2023
Click here to access the examination schedule for the Year 2023.
EXAMINATIONS FEES 2023
Module 1
$324
Module 2
$194.40
Module 3
$194.40
Module 4
$194.40
Module 5
$194.40
Module 6
$302.40
Note: Exam fees with 8% GST on and after before 01 Jan 2023
EXAMINATIONS FEES 2024
Module 1
$327
Module 2
$196.20
Module 3
$196.20
Module 4
$196.20
Module 5
$196.20
Module 6
$305.20
Note: Exam fees with 9% GST on and after before 01 Jan 2024
ELIGIBILITY
GCE "A" Level Certificate or Diploma or minimum 3 years of relevant working experiences.
EXAMINATION FORMAT
1. Exams can be conducted through E-Assessment and written format.
2. Module 1 to Module 5 E-Assessment.
Please download and return a signed copy of the “Agreement on the Rules of Conduct” during E-Assessment.
Agreement on the Rules of Conduct
System requirements for assessment platform
3. Module 6 is a 3.5 hour written examination.
4.Exam Policies
5. The passing score is determined by proprietary formula and is not a fixed benchmark.
CODE OF ETHICS
The Code of Ethics are general standards that shall apply to all classifications of membership, unless otherwise stated. Every member shall conform to the general standards set out in their professional activities and conduct.
1
CLIENT FIRST
Members shall place the client’s interests first; requiring them to act honestly and not place personal gain or advantage before the client’s interest.
2
INTEGRITY
Ensure sufficient professional and ethical standards to maintain the confidence and trust of existing and prospective customers
3
OBJECTIVITY
To provide members with education, training and information to enhance their provision of objective professional financial advice
4
COMPETENCE
To provide members with education, training and information to enhance their provision of objective professional financial advice
5
FAIRNESS
To provide members with education, training and information to enhance their provision of objective professional financial advice
6
DILIGENCE
Develop and maintain high ethical standards for members
7
PROFESSIONALISM
Represent the industry and its members to ensure an operating environment which is conducive to providing high quality financial advice
8
CONFIDENTIALITY
Represent the industry and its members to ensure an operating environment which is conducive to providing high quality financial advice
9
COMPLIANCE
Represent the industry and its members to ensure an operating environment which is conducive to providing high quality financial advice