Sales & Marketing,marketing management,
Information and Communications,
Customer Service,
Healthcare,
Personal Services,
Building and Construction,
Accounting Banking & Finance
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 instr...
Provider: FINANCIAL PERSPECTIVES PTE LTD
This final module builds upon the earlier modules and integrates all aspects of personal finances that are required for constructing a comprehensive financial plan. Students will learn how to gather and analyze client data, develop, recommend and implement appropriate strategies, and finally the important aspects related to the ongoing assessment of financial plans.
Having the knowledge to evaluate and choose the right investments is basic to the implementation of a sound financial plan. This module reviews all categories of investments, client assessment techniques, economic factors, risks and return analysis, valuation methods, asset allocation techniques, portfolio management, investment strategies and performance evaluation methods.
As Singapores population ages, it is critical that financial service professionals know how to advise clients to achieve a secure retirement through proper planning. This module teaches retirement needs, analysis techniques and the process to be used when developing a retirement plan. Retirement considerations for the self-employed, retirement counseling, the Central Provident Fund (CPF) and oth...
The transfer of risk through the use of insurance is a principal method of handling risk exposures. This module examines the principles of risk management and insurance to identify a clients risk exposures and to select appropriate risk management techniques. This module also reviews insurance contracts pertaining to both life and general products, and provides practical insurance checklists. An...
Taxes can affect various financial decisions and having knowledge of tax laws and related issues will generally enhance the effectiveness of a financial/ wealth planner. This module aims to increase a students knowledge and skills in the area of tax planning, by providing an overview of the major components of tax. Estate Planning is a critical element of a complete financial plan and students a...