The Registered CFP^CM Certification Education Program consists of the following six modules:

Module 1 - Foundation of Financial Planning

Module 2 - Insurance

Module 3 - Investments

Module 4 - Taxation and Tax Planning

Module 5 - Employee Benefits & Estate Planning

Module 6 - Advanced Financial Planning

Indicative Content

Students can complete each module in either the current face to face or the new distance learning mode.

Requirements on Module Sequence

Foundation of Financial Planning is a compulsory pre-requisite or co-requisite module for other modules. The module must be taken first by students when enrolling in the Registered CFP^CM Certification Education Program. Students can, however, take any other modules (except Advanced Financial Planning) at the same time.

Advanced Financial Planning is the capstone module that must be taken last in the Registered CFP^CM Certification Education Program. Students should have successfully completed at least four (4) other modules (including Foundation of Financial Planning) before they enrol for this module.

Currently, there are seven (7) approved education providers. More...