The Associate Financial Plannercm is the entry level certification obtained upon successful completion of Module 1 of the CFP® certification program.
The Associate Wealth Plannercm is an esteemed title for advisors to be equipped with the latest Wealth Management knowledge in Investments and Retirement Planning.
The CFP® mark (Certified Financial PlannerTM) is a globally recognised mark for Professional Financial Planners, Bankers and Wealth Managers.
Click here to check out our latest blog.
Angel Lim: “John was very knowledgable and is conscientious about us understanding the concept.” Read more testimonials here.
Are you struggling to take TIME OFF during your PEAK sales hours in the evenings to attend classes? Our schedules and lectures are designed to meet the needs of working professionals enriching themselves and advisors moving to the next level. Find out how our day classes can meet your upgrading needs.
Developed with the help of our esteemed lecturers, we are always in mind that our CFP® program is practical to assist our students to understanding the CFP® certification and as well as for public to come and learn the basics of Financial Planning.