About The Program

The CFP^CM Certification Education Program conducted by Kaplan Financial aims to equip candidates with a firm foundation in the process of financial planning. It also provides student with a thorough understanding of the investment market and a strong grasp of the various financial products, services and strategies. The program which comprises six comprehensive modules are structured with an equal emphasis on all financial planning disciplines, enabling students to prepare and write sound, comprehensive financial plans for their clients.

Students who have successfully completed the first module of the CFP^CM Certification Education Program and meet the ethics requirements set by the Financial Planning Association of Singapore (FPAS) qualify for the Associate Financial Planner^CM (AFP^CM) Licence. In addition, students who have successfully completed Modules 1, 4 and 5 and meet the ethics requirements qualify for the Associate Wealth Planner (AWP) licence.

The AFP^CM, AWP^CM, and CFP^CM Certification Education Examinations are conducted thrice a year and the minimum time required to complete the CFP^CM certification is approximately 12 months. Upon successful completion of the examinations of all six modules and the fulfillment of the minimum working experience and ethics requirements, the candidates will be conferred the right to use the professional Certified Financial Planner^CM mark by FPAS.

About The Financial Planning Association of Singapore (FPAS)

FPAS is a non-profit professional association dedicated to developing and promoting an industry providing unbiased financial advice to the Singapore public. Established in 1998, the FPAS vision is to ensure that all Singaporeans have access to responsible and appropriate financial planning advise by raising the professional standards of the industry through education and a shared code of ethics.

FPAS is a member of the Financial Planning Standards Board (FPSB), a global assembly of financial planning bodies. As such FPAS oversees the administration of the AFP^CM, AWP^CM and CFP^CM certification process and grants qualified practitioners, the right to use these.