Location: Home > Study in Singapore > Education Culture > Financial Planning Preparatory Courses leading to the Certified Financial Planner (CFP®) Certification

Financial Planning Preparatory Courses leading to the Certified Financial Planner (CFP®) Certification

date:Sep 03,2013 source:意腾留学网 editorial staff:linan clicks:

Financial Planning Preparatory Courses leading to the Certified Financial Planner (CFP®) Certification

Financial Planning Preparatory Courses leading to the Certified Financial Planner (CFP®) Certification

CERTIFIED FINANCIAL PLANNER™/CFP® certification awarded by the Financial Planning Association of Singapore (FPAS) represents the gold standard of financial planning and wealth management. CFP® certificants are seen as the cream of the crop within the financial planning and wealth management industries.

Progressive Pathway to the CFP® certification
You can opt to start at the entry level Associate Financial Planner (AFPCM) certification by completing Module 1: Foundations in Financial Planning. The AFPCM certification trains the individual to be competent to recommend general financial planning strategies and to advise on the appropriate selection and use of various financial products.

You can complete the following modules to obtain the Associate Wealth Planner (AWPCM) certification. The AWPCM certification is a mid-level professional certificate for practitioners and individuals with key portfolios in retirement planning and wealth accumulation in addition to their capacity to recommend general financial planning strategies.

Module 1: Foundations in Financial Planning Module 4: Investment Planning Module 5: Retirement Planning

The CERTIFIED FINANCIAL PLANNER™/CFP® certification is awarded after the successful completion of the following six modules. The CFP® certification equips individuals with all the tools to be capable and confident of providing professional advices that meet strict international standards with regards to all aspects of financial and wealth planning.

Module 1: Foundations in Financial Planning Module 2: Risk Management and Insurance Planning Module 3: Tax Planning and Estate Planning Module 4: Investment Planning Module 5: Retirement Planning Module 6: Financial Plan Construction and Professional Responsibilities

Ei Study www.eistudy.com professional overseas education service provider with years of experiences and highest rates of services and success in recommending world's best education institutions to fulfill your dreams in seeking knowledge and target your future. Zero agent fee! Local please contact: +65 6737 9958

Follow Us:
Hotline China:0086-4007160816 Hotline Singapore:0065-67379958
Copyright and Disclaimer
1.We welcome all kind of reproduction of our original articles, please indicate the source for reproduction purpose as followed: Singapore Eistudy en.eistudy.com;
2. All contents within this web site aims to disseminate useful information for the users, it does not fully represent the opinion of our web site and we do not assume tort liability or copyright of the published contents;
3. User should assume all responsibility for the opinions published in our blog / forum.
xixi
资深咨询顾问
咨询xixi
IKY
公寓、留学咨询
咨询IKY
Angelina
房产、移民资深顾问
咨询Angelina
Ivan
移民、房产金牌顾问
咨询Ivan
Hailey
新加坡转学、移民资深顾问
咨询Hailey
lulu
资深咨询顾问
咨询lulu
Zoe Cheng
资深咨询顾问
咨询Zoe Cheng
ANNEY
投诉建议受理
咨询ANNEY
Top Weekly News
Top Courses

Toll-free China Hotline:
400-7160816

Singapore Hotline:
0065-67379958

more>>ENLIGHTEN Events
Visit by Mr Martin Boyce - La Trobe Melbourne
Visit by Mr Martin Boyce - La Trobe Melbourne

This October 2013 has been a busy month for Ei Holdings On 21st October 2013, we hosted our third international visitor - Mr Martin Boyce, Marketing Director, for La Trobe Melbourne This was his maiden visit to our office Together with Joanne and Glenn, the visitor was given an insight of our company s profile, strategy, directions and future development

Encore visit by Mr Steven Wong
Encore visit by Mr Steven Wong

It was our pleasure to host Mr Steven Wong who is Marketing Manager for Eynesbury College, on 17th October 2013 This was his maiden visit to our company Upon his arrival, Mr Steven was given a brief introduction of the company s growth, developments and strategy for the last quarter of 2013 He was pleasantly surprised by the significant developments within such as a span of time and was truly impressed with the tremendous growth and milestones that Ei Holdings had achieved over the years