Financial Perspectives

Call Website Contact the business

Financial Perspectives To date, FP remains the market leader and preferred Education Provider of the CFP® Professional Certification Program in Singapore.

We envision to be the Centre for Excellence in financial education in Singapore and in Asia, where every financial services professional can be trained and equipped with the competency to exhibit Professional Excellence & Ethics. FP established since 1999, pioneered the CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Program in Asia and became the first and original approved Education Provider of the Financial Planning Association of Singapore (FPAS). FP was the original strategic partner of the Institute of Banking & Finance (IBF) under the f-NEXT (Financial Network for Excellence in Training) and is currently one of the listed training providers under the Financial Industry Competency Standards (FICS) -accredited programmes. With more than 15 years of training experience, FP has conducted the CFP® Certification Program to more than 12,000 students in Singapore, India, Indonesia, Brunei and Malaysia. Our students include bankers, financial advisers & personal financial consultants, managers. insurance specialist, accountants, stock brokers, lawyers, fresh graduates & members of the public. Whether you are a prospective student, a business professional looking to expand your business insights and skills, to increase your competency levels or someone who is eager to join the growing financial planning/wealth management industries, we invite you to embark on this enriching and exciting CFP® learning journey with us.

03/11/2026

CPD Notes 11 | When the keys die with the client

An asset may pass to a family on paper, yet still be hard to locate or access. What practical handover questions would you ask before the family needs answers?

Watch Ronald Wong’s reflection. Follow Financial Perspectives for CPD Notes every Tuesday, Thursday and Saturday.

Explore professional learning: https://fp-edu.com/cpd

What might not be on the form?A review form captures what it asks for. One open question can reveal a planning area it m...
02/11/2026

What might not be on the form?

A review form captures what it asks for. One open question can reveal a planning area it missed: a new asset, a changed goal, or a family concern.

Try that question at your next client review, then listen before moving to a solution. What question has widened a client conversation for you?

Save this prompt for your next review.

Professional discussion prompt; not personal financial advice.

The proposal can wait for one more question.When a client starts to share something difficult, leave room for the answer...
02/11/2026

The proposal can wait for one more question.

When a client starts to share something difficult, leave room for the answer. A thoughtful pause and a clear follow-up question can help you understand what matters before you move to a solution.

How do you signal that a difficult answer is welcome?

Professional discussion prompt; not personal financial advice.

31/10/2026

CPD Notes 10 | He came in for his hospital plan

A hospital-plan conversation can open the door to a broader understanding of the client’s needs.

Watch Ronald Wong’s practical insight, and follow Financial Perspectives for CPD Notes every Tuesday, Thursday and Saturday.

Explore professional learning: https://fp-edu.com/cpd

Asset discovery is a map, not a list.Knowing an asset exists is the first stop. The next conversation can explore where ...
30/10/2026

Asset discovery is a map, not a list.

Knowing an asset exists is the first stop. The next conversation can explore where it is held, who knows about it, what happens if the client is unavailable, and who should be involved.

Use this map as a prompt in your next review. Which stop would you add?

Illustrative professional education; not personal financial advice.

29/10/2026

CPD Notes 09 | Money is not a plan

A payout can change a family’s finances overnight. But money alone does not explain who needs support, what it must achieve, or how decisions should be made.

Ronald Wong explores the people, purpose and process behind a thoughtful planning conversation after a claim.

Follow Financial Perspectives for CPD Notes every Tuesday, Thursday and Saturday.
Explore professional learning: https://fp-edu.com/cpd

An asset can be missing from a review without the client intending to hide it. They may assume their planner would not u...
28/10/2026

An asset can be missing from a review without the client intending to hide it. They may assume their planner would not understand a digital holding, or would disapprove, so the topic never comes up.

That leaves practical questions unanswered: where is it held, what happens if the client is unavailable, and would the family know it exists? A more open discovery question can make room for the conversation before anyone jumps to a solution.

What question helps your clients mention a holding you would not see on a bank or CDP statement?

Explore the Digital Assets Masterclass: https://fp-edu.com/cpd/digital-assets-masterclass/

Illustrative scenario for professional learning; not personal financial advice. Viewing this post does not award CPD hours.

Address

Singapore

Telephone

+6581117890

Alerts

Be the first to know and let us send you an email when Financial Perspectives posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Financial Perspectives:

Shortcuts

Share