UPCOMING TRAINING
JANUARY 2026
INTAKE
Training commences from
13 January 2026
Tuesday & Thursday
Time: 19:30 to 22:30
Examination:
14/15 March 2026
Training Fee (Online)
Please contact us
Deadline
10 January 2026
CFP Module 1 (NEW SYLLABUS)
FOUNDATION IN FINANCIAL PLANNING & BEHAVIORAL PSYCHOLOGY OF FINANCIAL PLANNING
Trainer: Wilfred Lim
Training commences from
14 January 2026
Wednesday & Friday
Time: 19:30 to 22:30
Examination:
14/15 March 2026
Training Fee (Online)
Please contact us
Deadline
10 January 2026
CFP Module 3 (NEW SYLLABUS)
INVESTMENT PLANNING & PORTFOLIO MANAGEMENT
Trainer: Avril Yap
Training commences from
17 January 2026
Saturday & Sunday
Time: 14:00 to 18:00
Examination:
14/15 March 2026
Training Fee (Online)
Please contact us
Deadline
10 January 2026
CFP Module 4 (NEW SYLLABUS)
FINANCIAL PLAN CONSTRUCTION AND PROFESSIONAL RESPONSIBILITIES
Trainer: Wilfred Lim
Training commences from
TBA
Examination:
TBA
Training Fee (Online)
TBA
Deadline
TBA
CFP Module 2 (NEW SYLLABUS)
INSURANCE PLANNING & ESTATE PLANNING
Trainer: Lee Khee Chuan
How Do You Get the Most Out of CFP Certification?
Learn all the modules - Skipping one or two modules may develop gaps in your knowledge that will prevent you from merging financial planning components effectively.
Learn from others - CFP training provides an opportunity to learn from those with different backgrounds and experiences. Be proactive and contribute to class discussions. Always seek others' opinions to broaden your perspective and enrich your understanding.
Unlearn and relearn - CFP training differs from insurance and unit trust training. If you enroll just for the credential, believing you already know everything, you will not learn anything.
Master Time Value of Money - A weak grasp of TVM will limit your ability to analyze and customize solutions. Though most unit trust and insurance advisors learned about TVM, what they have learned is insufficient for developing a comprehensive financial plan.
