Pathway to CFP, AFP & AWP


AFP (Associate Financial Planner™)

 

The AFPCM Certification is the entry level certification obtained upon successful completion of:

 

Module 1 – Foundations in Financial Planning

 

This certification trains the individuals to be competent in recommending general financial planning strategies and also to advise on the selection of use of various financial products. For example, insurance plans, banking products and investment plans. This certification is highly recommended for everyone who is interested to know more about financial planning.

 


AWP (Associate Wealth Planner™)

 

The AWPCM Certification is obtained after successfully completing:

 

Module 1 – Foundations in Financial Planning
Module 4 – Investment Planning

Module 5 – Retirement Planning

 

This certification certifies that the individual has the expertise to advice on retirement planning, wealth accumulation and preservation strategies, in addition to the capability to recommend general financial planning strategies.

 


CFP® (Certified Financial Planner™)

 

The CFP® Certification is obtained after successful completion all of the following 6 modules:

 

Module 1 – Foundations in Financial Planning
Module 2 – Risk Management and Insurance Planning
Module 3 – Tax Planning and Estate Planning
Module 4 – Investment Planning
Module 5 – Retirement Planning
Module 6 – Financial Plan Construction and Professional Responsibilities

 

The CFP® mark is internationally recognized and is the most highly sought after professional designation by financial planners and wealth managers globally. CFP® practitioners are qualified to provide professional advice with regard to all aspects of financial and wealth planning and to write comprehensive financial plans that meet strict international standards.

 


 

The CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Singapore is the marks licensing authority for the CFP marks in Singapore, through agreement with FPSB. KapitalMinds Pte Ltd does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® marks. CFP® certification is granted only by FPSB and FPAS to those persons who, in addition to completing an education requirement such as the program offered by this FPAS approved education provider, have met the ethics, experience and examination requirements. For more information, please visit FPAS and FPSB.