CFP Module 1: Foundations in Financial Planning (AFP - Module 1 of 6)


About this Course

The first module is a self-contained course (also referred to as the AFPCM Certification Education Programme), covering a broad range of professional financial topics that form the foundations of the career of any financial services professional. This module is comprehensive and provides a complete overview of the financial/ wealth planning process, a review of all the financial products and instruments, as well as a review of the legal, ethical and regulatory issues affecting financial planning in Singapore. Upon successful completion of the course, students are eligible to earn the AFPCM certification whilst continuing on with the remaining modules leading to the CFP® certification.

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