Enrolment Process

Requirements and Eligibility

 

Applicants must have either a minimum GCE ‘A’ Level Certificate, or Diploma, or have a minimum 3 years of relevant working experience.

 

 

How To Apply

We will require the following documents to enrol you into our CFP® programme and to facilitate any course fee subsidy application on your behalf:

 

  1. Completed Enrolment Form (Download here).
  2. Copy of your NRIC (front and back), passport or any form of legal identification on you.
  3. A copy of your highest academic certificate.
  4. Payment of the required fees.

You may scan and email the above documents to us at [email protected] or visit our office from Monday – Friday (9am to 5pm). Please give us a call 6962 8001 to make an appointment.

 

 

CFP® Study Options with KapitalMinds

 

Course fee per module Classroom Self Study
$856 $600

KapitalMinds provides classroom and self-study options. The classroom study option is priced at $856per module and is available for course fee funding. The number of classes will range from 6 to 8 lessons depending on the module. Each class lecture is approximately 3 hours long. You can download our full class schedules here. Self-study option is more suitable for the self-initiated who tends to have prior finance knowledge. However, funding is not available for self-study option.

 

 

CFP® Course Materials & Study Guides

 

Upon successful enrolment, candidates for both classroom and self-study option will receive KapitalMinds’ supplement notes together with access to our online Practice and Mock Exam Questions Bank via KapitalMinds’ CANVAS login platform.

 

A financial calculator is required for the entire CFP® programme and exams for all the modules. The candidate is therefore encouraged to invest in a financial calculator, which will also be useful for his financial practice. The following are models and make of financial calculators commonly accepted by FPAS and many professional certification bodies:

 

  • Casio FC
  • Casio FC 100V
  • Casio FC 200
  • Casio FC 200V
  • 100 Hewlett Packard hp 12c platinum
  • Hewlett Packard hp 17b2+
  • Texas Instrument BA2+
  • Texas Instrument BA2+ Professional
  • Hewlett Packard HP
  • Hewlett Packard HP 10b2
  • Hewlett Packard HP 10b2+
  • Hewlett Packard HP 12c 10b Sharp EL735
  • Sharp EL733A
  • Sharp EL738
  • Sharp EL738F

 

Cancellation and Refunds

 

Students who wish to cancel a course must submit a request before the class commences and provide reason(s) for the cancellation. A cancellation fee of $150 shall be imposed and approval for refund is subject to a case by case basis.  There is no refund for textbooks or course guide purchased.