The Certified Financial Planner™ credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice.
DurationThe Certified Financial Planner™ credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice.
Certified Financial Planner™ professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.
The Financial Planning Association of Singapore (FPAS) is a non-profit professional association dedicated to developing and promoting the financial planning industry, providing unbiased financial advice to the Singaporean public. FPAS also seeks to provide the certification framework for the financial planning industry in Singapore.
TMC Academy is an Education Partner for Financial Planning Association of Singapore (FPAS).
Module 1: Foundation in Financial Planning
Module 2: Risk Management & Insurance Planning
Module 3: Tax & Estate Planning
Module 4: Investment Planning
Module 5: Retirement Planning
Module 6: Plan Construction & Professional Responsibilities
I would like to introduce myself as the new CEO of TMC Academy. I am pleased to be here, and to have the opportunity to lead this reputable academic establishment to greater heights.
Financial Planning is essential in ensuring the well-being of individuals at different stages of life. To ascertain and project financial needs is paramount in starting a sound financial plan; knowing how to make our money work harder is an art and science in satisfying our financial goals.
M1 is designed as an introduction to the fundamentals of financial planning. It is an excellent introductory class for anyone embarking on a career in financial planning as it covers the fundamental aspects of financial planning in one concise training.
The Course will provide participants with a structured process and methodology to analyze and understand financial information and improve their analytical skills.
Financial Planning & Investment Strategy course is offered by Pioneer Training and Consultancy. Our Learner's Guide has been developed in-house and has been approved by CEA to ensure that our training remains relevant and adheres to high industry standards.
You will learn how to conduct financial analysis, apply our proprietary client engagement and financial analysis framework and methodologies that will enable you to identify gaps to help your client achieve their financial objectives.
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