CFPCM Certification

The CERTIFIED FINANCIAL PLANNERCM or CFPCM Mark, is the most comprehensive and hence most widely respected professional certification in the financial planning industry. Recognised internationally, this prestigious certification singles out individual who have proven technical competence and significant practical experience.

In order to be certified, candidates must complete a certification process which comprises the 4 Es; namely Education, Examination, Experience and Ethics.

Completing the Education and Examination requirements equip CFPCM practitioners with the technical knowledge and critical skills required in financial planning.

The Experience requirement dictates the CFPCM practitioners must have at least three years relevant working experience. This is to ensure that CFPCM certificants possess both practical and technical competencies.

Finally, CFPCM certificants must adhere to the Code of Ethics and Professional Standards set by the Financial Planning Association of Singapore (FPAS), where they are required to uphold high ethical standards and always act in their clients' best interest.

Given the strict certification process leading to a CFPCM licence, such certification thus connotes qualified, trustworthy and experienced practitioners who are able to give sound financial planning advice to clients. It is a "hallmark of quality" which consumers and the financial services industry recognize.

 


 
About CFPCM
CFPCM Certification
AFPCM Certification
AWPCM Certification
The Curriculum
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