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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 o

f 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.

08/09/2026

Where are you on your professional financial-planning journey?

Financial Perspectives' 79th Intake offers a progressive route through AFP, AWP and CFP education, so you can begin at the stage that reflects your experience and professional goals.

The Cycle 4 programme supports the November 2026 examination cycle, with classes beginning from 2 October 2026. Choose from structured classroom and online learning options, supported by experienced practitioner-educators, comprehensive materials and exam preparation resources.

Eligible candidates may receive up to 70% IBF-STS funding, subject to prevailing eligibility criteria.

Explore the 79th Intake and choose your next step:
https://fp-edu.com/cfp/79th-intake/

Prefer to speak with a course adviser? Chat with the FP team on WhatsApp:
https://wa.me/6581117890

04/09/2026

When ILP conversations get difficult, structure matters.

Join Financial Perspectives on 14 September for a practical ILP Sales Masterclass exploring suitability, trade-offs and clearer client recommendations.

4 CPD hours | In person

View details and register: https://mailchi.mp/fp-edu/ujzdmxr39w-13755919

01/09/2026

AFP, AWP or CFP: choose your next step for the 79th Intake - https://mailchi.mp/fp-edu/79th-cfp-intake-13755818

30/08/2026

A professional credential is not only something to earn.
It is something to live up to.

The real value of professional education is seen in the quality of questions advisers ask, the clarity they bring to clients, and the discipline they apply before making recommendations.

The goal is not only to know more.
The goal is to advise better.

🌐 www.fp-edu.com
📱

24/08/2026

One module at a time. One designation closer. 🎯

The 79th CFP® Intake gives you a structured pathway to grow your expertise—from AFPᶜᴹ and AWPᶜᴹ to eligibility to pursue CFP® certification.

With Zoom tutorials, self-paced eLearning and potential IBF-STS funding for eligible Singapore Citizens and PRs, now is the time to take your next step.

Registration is open. Visit courses.fp-edu.com or WhatsApp us today to discuss the modules and funding options.

23/08/2026

For candidates preparing for CFP® examinations, revision is not only about remembering concepts.

It is about strengthening the way you analyse, connect, and apply knowledge.

The discipline you build during preparation can shape the confidence you bring into future client conversations.

Stay focused. Review carefully. Think like a planner.

🌐 www.fp-edu.com/cfp
📱

18/08/2026

Earn AFP® by November. Start with one module.

Most advisers who never earn CFP® did not fail an exam. They looked at six modules, decided it was a project for a quieter year, and never came back to it.

Pass Module 1 on 16 November and you finish 2026 with your first designation.

📅 CFP® 79th Intake · Classes begin 2 October
Tutorial from S$270 net · IBF-STS funded

fp-edu.com | WhatsApp 8111 7890

- https://mailchi.mp/fp-edu/79th-cfp-intake-13755488

16/08/2026

Ethical advice is not only about avoiding misconduct.

It is about helping clients make informed decisions with clarity, fairness, and proper understanding.

A useful question for every recommendation:
Would the client still agree if they fully understood the trade-offs?

This week, review one recommendation through the lens of disclosure, suitability, and client understanding.

🌐 www.fp-edu.com
📱

09/08/2026

Many clients want to know one number:
How much do I need to retire?

But the better planning conversation goes further:
- How long must income last?
- What lifestyle must be protected?
- What healthcare costs may arise?
- What inflation assumptions are realistic?
- What happens if returns are lower than expected?

A retirement number is a starting point.
A retirement plan is a system.

🌐 www.fp-edu.com
📱

02/08/2026

Risk tolerance can look simple on a form.

But in real client conversations, behaviour is shaped by experience, family expectations, liquidity needs, fear, confidence, and understanding.

A professional adviser does not only record risk tolerance.
A professional adviser tests whether the client understands the journey.

🌐 www.fp-edu.com
📱

Address

Singapore

Telephone

+6581117890

Website

https://fp-edu.com/

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