AFPCM/ AWPCM/ CFP® Program
Education
Providers
The institution(s) listed below have
registered a financial planning curriculum that
satisfies the FPAS education requirement. The FPAS does
not endorse one program over another. All programs cover
the same core curriculum, yet vary in style, length and
delivery method. Programs can also differ in their
delivery methods with some having traditional
classroom-based instruction and others offering
self-study or on-line courses. All institutions are
accredited after satisfying FPAS
Minimum Criterion for Potential Education Providers.
Because the educational offerings are so varied,
consider asking the following questions of the provider:
-
How will your program make me a
better financial planner?
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How much does your program cost?
Does that amount include books, test and other fees?
What are the dates of availability; cost of updates,
if any?
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How do you schedule your courses?
How often are courses offered?
-
What are the credentials of the
faculty?
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How do candidates sign up,
receive materials, ask questions or access faculty?
Does the provider have a written complaint
policy/procedures?
-
Are there policies of exclusions
or exceptions of eligibility?
FPAS do not exercise control over the
administration and charging policies by the varied
institutions. However if you feel strongly on certain
issues, please feel free to let us know. You can reach
us at:
Financial Planning Association of
Singapore
146 Robinson Road, #04-02
Singapore 068909
Tel: 6372 1030
Fax: 6372 0121
Email:
fpas@fpas.org.sg
As of July 2011, our approved education provider for programs leading to the CERTIFIED FINANCIAL PLANNERTM or CFP® certification programs and ASSOCIATE FINANCIAL PLANNERCM or AFPCM, ASSOCIATE WEALTH PLANNER, or AWPCM certification programs is :
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Course Modules
| AFPCM |
Module 1: Foundations in
Financial Planning |
| AWPCM |
Module 1: Foundations in
Financial Planning
Module 4: Investment Planning
Module 5: Retirement Planning |
| CFP® |
Module 1: Foundations in
Financial Planning
Module 2: Risk Management and Insurance Planning
Module 3: Tax Planning & Estate Planning
Module 4: Investment Planning
Module 5: Retirement Planning
Module 6: Financial Plan Construction and
Professional Responsibilities |
Details of each educational
provider's programs are available from the respective
education provider. Before registering for the course,
candidates must ensure that they have at least 'A'
levels or three years working experience.
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Certification
Examinations
The AFPCM, AWPCM and CFP® certification examinations are held three times per year, in the month of April, July and October/November. The Certification Examination registration fees payable to FPAS is $100.00 each for Module 1, 2, 3, 4 and 5 and $230.00 for Module 6.
Eligibility
Applicant must be a current FPAS individual member and a
course participant with an approved Education Provider.
Rules of Progression
Please click for details.
Examination Duration and Format
All examinations are conducted using the pencil-and-paper format. Examinations for Modules 1 to 5 are each three-hour paper, consisting of multiple-choice questions. Module 6 is a three-hour paper in essay-type format.
Details of each educational provider's programs are available from the respective education provider. Before registering for the course, candidates must ensure that they have at least 'A' levels or three years working experience.
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Code of Ethics
With immediate effect, for re-certification, AFPCM, AWPCM and CFP® practitioners need only attend ONCE, the Code of Ethics and Professional Standards Seminar/Workshop. Attendance of Code of Ethics and Professional Standards Seminar/Workshop will only be applicable for members who have not attended it before and are renewing his/her certification for the first time. For subsequently renewal, FPAS members will be given a set of FPAS Code of Ethics and Professional Standards materials and sign on a declaration form to abide by these rules and regulations.
For example, if you successfully applied to be a CFP® professional on 1 July 2004, within a 2-year reporting period ending 31 July 2006, you are required fulfill 30 CPD hours (inclusive of the attendance of the 3-hours FPAS Code of Ethics and Professional Standards Seminar/Workshop). At the next 2-year CPD reporting period ending 31 July 2008, you will still need to only fulfill the 30 CPD hours but NEED NOT attend the 3-hours FPAS Code of Ethics and Professional Standards Seminar/Workshop.
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are certification marks owned outside the U.S. by
Financial Planning Standards Board Ltd. Financial
Planning Association of Singapore is the marks licensing
authority for the CFP marks in Singapore, through
agreement with FPSB.