About this Course

CFP® Module 1 of 6 : Foundations in Financial Planning

Module 1 is a self-contained module, leading to the Associate Financial Planner (AFP^CM) title.

The Module provides an overview of the entire financial planning process by establishing a body of knowledge that will form the foundation necessary for one to become a competent financial planning professional.

CFP® Module 2 of 6 : Risk Management & Insurance Planning

Module 2 explains the concept of risk, its pervasiveness, the opportunities its presents, and its management.

Focus is given to risk management through risk transfer via the important instrument of insurance.

CFP® Module 3 of 6 : Tax and Estate Planning

Module 3 has two main parts. 

The first part on tax planning provides an overview of the Singapore tax system and its impact on financial planning for individuals and business entities.

The second part on estate planning shows how wealth can be transferred in an orderly manner to specified beneficiaries according to the individual’s intentions. Tool for estate planning like wills and trusts will be introduced.

CFP® Module 4 of 6 : Investment Planning

Module 4 covers the important world of finance and investments.

The implications of market theory are applied to the understanding of different investments, asset allocation, and their performance evaluation.

CFP® Module 5 of 6 : Retirement Planning

Module 5 explores the concepts involved in developing retirement plans which have become critical in light of increasing wealth and longevity in Singapore.

A holistic approach that includes other aspects of financial planning like children’s education, business succession, estate matters and medical expenses in retirement are emphasized.

CFP® Module 6 of 6 : Financial Plan Construction & Professional Responsibilities

Module 6 brings together each of the first five modules in the construction of an effective financial plan.

Candidates are expected to be able to identify and resolve various financial planning issues, as well as apply planning techniques to specific client situations through case studies.

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