Up to 70% IBF funding* T&Cs Apply , Cybersecurity Solutions
CEP Courses in collaboration with SGX* T&Cs Apply
Up to 70% IBF funding* T&Cs Apply , Cybersecurity Solutions
Up to 70% IBF funding* T&Cs Apply
Become a
Certified Financial Planner®
(CFP®) in Singapore
Certified Financial Planner®
(CFP®) in Singapore
Master the Gold Standard in Financial Planning with CyberQuote, an FPAS Authorised Education Provider, offering expert-led training, flexible learning, and comprehensive exam preparation
Take the first step towards becoming a globally recognised financial planning professional.
FPAS Authorised Education Provider
Industry Practitioner Trainers
Flexible Learning Options
Globally Recognised CFP® Designation
WHY BECOME A CFP®?
Global Recognition
The CFP® marks are recognised in 29 countries worldwide.
Career Advancement
CFP® professionals are highly sought after by top employers.
Professional Network
Access exclusive FPAS events, seminars and a strong peer community.
Higher Client Trust
The gold standard in financial planning that builds client confidence.
THE OFFICIAL FPAS PATHWAY TO CFP® CERTIFICATION
EDUCATION
Complete the mandatory FPAS-accredited curriculum.
EXAMINATIONS
Pass the official FPAS certification examinations for all modules.
EXPERIENCE
Fulfil 3 years of relevant professional experience requirements.
ETHICS
Adhere to the FPAS Code of Ethics and Professional Responsibility.
BECOME A CFP®
Achieve the prestigious CFP® certification and FPAS membership.
EDUCATION
Complete the mandatory FPAS-accredited curriculum.
EXAMINATIONS
Pass the official FPAS certification examinations for all modules.
EXPERIENCE
Fulfil 3 years of relevant professional experience requirements.
ETHICS
Adhere to the FPAS Code of Ethics and Professional Responsibility.
BECOME A CFP®
Achieve the prestigious CFP® certification and FPAS membership.
WHY CHOOSE CYBERQUOTE?
FPAS Accredited Programme
Our curriculum, materials and trainers are fully accredited by FPAS.
Practitioner-Led Training
Learn from seasoned CFP® professionals with real-world experience and case studies.
Flexible Learning Options
Weekday, weeknight or weekend classes. In-person or live online.
Proven Track Record
Join a community of successful graduates who are thriving as certified professionals.
Module 1 Foundations in Financial Planning
CFP® professionals are highly sought after by top employers.
Module 2:
Risk Management & Insurance Planning
Identify and analyse risk exposures and structure insurance solutions.
Module 3 :
Tax Planning & Estate Planning
COMING SOON
Module 4: Investment Planning
COMING SOON
Module 5: Retirement Planning
COMING SOON
Module 6: Financial Plan Construction & Professional Responsibilities
COMING SOON
What are the outline and highlights of each module of the CFP Certification Program?
Module 1
Foundations in Financial Planning
Foundations in Financial Planning Module 1 is a self-contained module, leading to the Associate Financial Planner™ (AFP®) title. The module provides an overview of the entire financial planning process by establishing a body of knowledge that will form the foundation necessary for one to become a competent financial planning professional.
Module 2
Risk Management and Insurance Planning
Risk Management and Insurance Planning Module 2 explains the concept of risk, its pervasiveness, the opportunities it presents, and its management. Focus is given to risk management through risk transfer via the important instrument of insurance.
Module 3
Tax Planning & Estate Planning
Tax & Estate Planning Module 3 has two main parts. The first part on tax planning provides an overview of the Singapore tax system and its impact on financial planning for individuals and business entities. The second part on estate planning shows how wealth can be transferred in an orderly manner to specified beneficiaries according to the individual's intentions. Tools of estate planning like wills and trusts will be introduced.
Module 4
Investment Planning
Investment Planning Module 4 covers the important world of finance and investments. The implications of market theory are applied to the understanding of different investments, asset allocation, and their performance evaluation.
Module 5
Retirement Planning
Retirement Planning Module 5 explores the concepts involved in developing retirement plans which have become critical in light of increasing wealth and longevity in Singapore. A holistic approach that includes other aspects of financial planning like children's education, business succession, estate matters and medical expenses in retirement are emphasized.
Module 6
Financial Plan Construction and Professional Responsibilities
Financial Plan Construction and Professional Responsibilities Module 6 brings together each of the first five modules in the construction of an effective financial plan. Candidates are expected to be able to identify and resolve various financial planning issues, as well as apply planning techniques to specific client situations through case studies.
THE OFFICIAL FPAS PATHWAY TO CFP® CERTIFICATION
Live Classes
Engaging sessions with industry experts.
Mock Exams
Exam-focused practice to build confidence.
Industry Experts
Learn from experienced CFP® professionals.
Real Case Studies
Practical learning that you can apply.
YOUR CFP® JOURNEY IN 4 SIMPLE STEPS
Check Your Eligibility
Ensure you meet the minimum entry requirements.
Enrol with CyberQuote
Choose your preferred schedule and enrol online.
Complete Modules & Pass Exams
Attend classes and pass the FPAS exams for Modules 1–6.
Achieve Your CFP®
Fulfil experience and ethics requirements to get certified.
Check Your Eligibility
Ensure you meet the minimum entry requirements.
Enrol with CyberQuote
Choose your preferred schedule and enrol online.
Complete Modules & Pass Exams
Attend classes and pass the FPAS exams for Modules 1–6.
Achieve Your CFP®
Fulfil experience and ethics requirements to get certified.
FREQUENTLY ASKED QUESTIONS
| Pass | Title Earned | Exam Duration |
|---|---|---|
| Module 1: | AFP® (Associate Financial Planner™) |
|
| Modules 1, 4 & 5 | AWPCM (Associate Wealth Planner) |
|
| Module 3: | CFP® (Certified Financial Planner™) |
|
Step 1: Approach one of FPAS’ approved Education Providers to register for the CFP® Certification program and examination.
Step 2: Ensure that you fulfil the following requirements during registration as candidates will not be allowed to sit for the exam should they fail to meet the application requirements.
Step 2: Ensure that you fulfil the following requirements during registration as candidates will not be allowed to sit for the exam should they fail to meet the application requirements.
- GCE “A” Level Certificate OR
- A Diploma from a recognized institution OR
- Possess a minimum of 3 years of relevant working experience. To submit relevant documentation to the education provider for approval.
Step 3: You will receive a link to login to your FPAS Account through the registered email that you have provided to your education provider. The account will be created only when FPAS receives the name list from your education provider.
Step 4: Login to your FPAS Account upon successful validation of the account to access the E-guide, to view your Module 1 to Module 6 results, to apply for your AFP® / AWPCM / CFP® Certifications, for the annual renewal of your AFP® / AWPCM / CFP® Certifications, and all certification matters. Kindly ensure that your profile is updated, and your name is indicated in the account that will be the name* printed on your Certificate.
Note: *There will be a fee of S$27.25 (inclusive of 9% GST on and after 01 Jan 2024) chargeable for any name change request.
- All classes are conducted online due to the Covid-19.
- Kindly contact us for the program schedule.
Examination registration period is opened two (2) months before examination.
Students register for the exam module(s) through their EPs including retake students.
Click here for the Exam Schedule.
A. The structure of the E-Assessment are as follows:
| Module | Format | Exam Duration | Exam |
|---|---|---|---|
| Module 1: | Foundations in Financial Planning | 3 hours | 95 MCQs |
| Module 2: | Risk Management & Insurance Planning | 3 hours | 95 MCQs |
| Module 3: | Tax Planning & Estate Planning | 3 hours | 95 MCQs |
| Module 4: | Investment Planning | 3 hours | 95 MCQs |
| Module 5: | Retirement Planning | 3 hours | 95 MCQs |
B. The structure of the physical exam is as follows:
| Module | Format | Exam Duration | Exam |
|---|---|---|---|
| Module 6: | Financial Plan Construction & Professional Responsibilities | 3.5 hours* (*including 30 mins reading time) | Case Study |
Candidates will be notified of the exam venue through the Exam Entry Slip that will be sent 2 weeks before Module 6 exam date. Note: Candidates are required to pass all 6 modules within 7 years from M1 pass date.
Physical Examinations
1.
Exam Entry Slip
2.
NRIC or Passport (Digital NRIC is NOT allowed)
3.
Writing material allowed:
- 2B pencils and erasers (for Module 1 to Module 5)
- Black/Blue pen and correction tape (for Module 6)
* Only writing materials are allowed into the exam hall.
4.
A calculator of a model approved by FPAS
5.
Water bottle
E-Assessment
Refer to FPAS E-Assessment Policies & Procedures
Click here for the Exam Policies.
| Modules | Retake Exam Fees (S$) | Retake Exam Fees (inclusive of GST) (S$) |
|---|---|---|
| Modules 1 to 5 | $180 | $196.20 |
| Module 6 | $280 | $305.20 |
All certification application is through FPAS Account login page.
a) Upon successful registration, your Student account will be created.
b) Application for AFP® Certification
- Must PASS Module 1 (Foundations in Financial Planning).
- Certificants will be qualified to apply for the AFP® certification.
- Certification fee of $129.60 (inclusive of GST) is payable.
- Upon application of AFP®, your Student status will be archived.
- You will be receiving an email to collect the AFP® Certificate upon successful payment received. It will take about 2 weeks from the payment date.
- Certificants can officially use the AFP® designation upon issuance of the certificate.
c) Application for AWPCM Certification
- Must PASS Module 1 (Foundations in Financial Planning), Module 4 (Investment Planning) and Module 5 (Retirement Planning).
- Certificants will be qualified to apply for the AWPCM certification.
- Certification fee of $129.60 (inclusive of GST) is payable.
- Upon application of AWPCM, your AFP® certification will be archived.
- You will be receiving an email to collect the AWPCM Certificate upon successful payment received. It will take about 2 weeks from the payment date.
- Certificants can officially use the AWPCM designation upon issuance of the certificate.
d) Application for CFP® Certification
- Must PASS all modules (Modules 1 to 6).
- Certificants will be qualified to apply for the CFP® certification.
- Certificants are required to login to the FPAS Account and fill in the E-Form that includes fulfilling the requirement of having at least 3 years relevant work experience.
- Certificants who did not meet the requirements will be required to provide a letter of reference from their organization on the role and responsibilities or a letter of reference from a CFP® Professional with more than 5 years’ experience in the industry.
- Code of Ethics attendance is compulsory for new CFP® applicants who are non-practitioners and without MAS RNF license.
- Upon approval, certificants will receive an email from FPAS to proceed with the payment. Certification fee of $250.70 (inclusive of GST) is payable.
- Upon approval of CFP® application, your AWPCM certification will be archived.
- You will be receiving an email to collect the CFP® Certificate, CFP® Folder and CFP® Pin upon successful payment received. It will take about 2 weeks from the payment date.
- Certificants can officially use the CFP® designation upon issuance of the certificate.
Important note:
- Candidates are required to pass all 6 modules within 7 years from M1 pass date.
- You understand that FPAS issues you a certification to use the marks ASSOCIATE FINANCIAL PLANNER™ (AFP®), ASSOCIATE WEALTH PLANNER™ (AWPCM), and CERTIFIED FINANCIAL PLANNER™ (CFP®). The rights of use of AFP®, AWPCM, and CFP® certification marks are limited to a fixed period i.e. one year, three years, or five years as indicated on any certification issued to you. At the end of such a period, if the certification is not renewed, the certification will expire and any right to use the marks will terminate upon expiration of the said certification. If you fail to comply with reinstatement requirements, you must cease the use of the marks immediately. FPAS may relinquish any rights to your use of their marks if you fail to maintain your certification status.
Certificate Fee
| Certification Type | Fee per year (inclusive of GST) |
|---|---|
| Student | $130.80 |
| AFP® | $130.80 |
| AWPCM | $130.80 |
| CFP® | $250.70 |
Renewal Certificate Fee (inclusive of GST)
| Certification Type | Fee per year (inclusive of GST) S$ | 3 Years Renewal (10% discount) | 5 Years Renewal (15% discount) | Renewal Requirements |
|---|---|---|---|---|
| Student | $130.80 | $353.16 | $555.90 | Nil. |
| AFP® | $130.80 | |||
| AWPCM | $130.80 | |||
| CFP® | $250.70 | $676.89 | $1,065.48 |
|
Ready to Become a
Certified Financial Planner®?
Start Your CFP® Journey Today.