Fellow Chartered Financial Practitioner
Singapore
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Financial advice transforms people’s lives
With Singapore leading the way in global wealth management, the demand for experienced financial advisers has increased significantly. As Singaporean household wealth continues to grow, consumers are seeking highly-skilled and professional financial advisers they can trust to help them clarify and achieve their financial goals.
Designed and developed in Singapore by the Insurance and Financial Practitioners Association of Singapore (IFPAS) in partnership with its international education partner and course developer Kaplan Professional Australia. The Fellow Chartered Financial Practitioner (FChFP) provides you with the critical skills and knowledge to excel within the financial advice profession and is internationally recognised by the Asia Pacific Financial Services Association (APFinSA).
With Singapore leading the way in global wealth management, the demand for experienced financial advisers has increased significantly. As Singaporean household wealth continues to grow, consumers are seeking highly-skilled and professional financial advisers they can trust to help them clarify and achieve their financial goals.
Designed and developed in Singapore by the Insurance and Financial Practitioners Association of Singapore (IFPAS) in partnership with its international education partner and course developer Kaplan Professional Australia. The Fellow Chartered Financial Practitioner (FChFP) provides you with the critical skills and knowledge to excel within the financial advice profession and is internationally recognised by the Asia Pacific Financial Services Association (APFinSA).
The innovative curriculum balances academic rigour with applied practice development to equip you with the technical understanding and practical capability to meet the demands of the modern adviser.
Awarded by APFinSA upon completion, the FChFP designation demonstrates your ability to uphold APFinSA’s rigorous competencies and your dedication to best-practice standards.
The innovative curriculum balances academic rigour with applied practice development to equip you with the technical understanding and practical capability to meet the demands of the modern adviser.
Awarded by APFinSA upon completion, the FChFP designation demonstrates your ability to uphold APFinSA’s rigorous competencies and your dedication to best-practice standards.
Assessments
To successfully complete the FChFP Certification, participants must achieve a pass mark of at least 70% in each assessment.
• Four multiple-choice exams
• One practical case study assignment
Duration
Each subject requires 10 training hours. The minimum duration of the FChFP Certification is six and a half (6.5) months and individuals must not exceed the progression timeframe of three (3) years. Please note, this course is only offered to permanent residents and citizens here in Singapore.
Programme details
The FChFP Certification consists of five core subjects which explore various financial advice concepts, including:
• estate planning
• wealth protection
• legacy planning
These subjects cover the required technical skills and competencies of a financial adviser required by the Institute of Banking and Finance Singapore (IBF).
Completion
The FChFP designation will be awarded by APFinSA on successful completion.
IBF Accreditation
Accredited Level 2 and 3 by the Institute of Banking and Finance (IBF) in Singapore under the Skills Framework for Financial Services, the FChFP Certification is a purpose-built education pathway for financial advisers.
The FChFP Certification is also accredited for 6 hours of Core FAA Ethics CPD.
SkillsFuture Credit
The SkillsFuture Credit is a government initiative aimed at encouraging individual ownership of skills development and lifelong learning.
All Singaporeans aged 25 and above can use their SkillsFuture Credit for SFC-eligible programmes, including the FChFP Certification.
Please note that SkillsFuture Credit isn’t applicable for employer-sponsored training.
For more information on eligibility and the application process, please click here.
For IFPAS Terms and Conditions please click here.
Entry & Designation requirements
Individuals enrolling in the FChFP Certification course must have at least two (2) years’ work experience in any profession, in addition to meeting these other requirements:
• Be at least 18 years of age;
• Have a GCE ‘A’ level certificate or diploma
APFinSA Designation
Individuals who complete all five (5) FChFP modules must have at least two (2) years’ relevant financial services industry experience.
It is expected that individuals will also have a fundamental understanding of financial planning, insurance and wealth management concepts.
IBF Accreditation
Individuals who complete all five (5) FChFP modules may be eligible for IBF Certification:
• IBF Level 2 Certification: at least three (3) years’ relevant industry experience
• IBF Level 3 Certification: at least eight (8) years’ relevant industry experience
Programme overview
The FChFP Certification’s immersive learning curriculum provides an experience that balances technical financial advice skills and knowledge with their practical application.
Delivered in a blended, peer-driven learning environment by our specialist faculty, you will benefit and learn from their real-world experience and knowledge in a collaborative setting with access to first-class education resources.
Entry & Designation requirements
Individuals enrolling in the FChFP Certification course must have at least two (2) years’ work experience in any profession, in addition to meeting these other requirements:
• Be at least 18 years of age;
• Have a GCE ‘A’ level certificate or diploma
APFinSA Designation
Individuals who complete all five (5) FChFP modules must have at least two (2) years’ relevant financial services industry experience.
It is expected that individuals will also have a fundamental understanding of financial planning, insurance and wealth management concepts.
IBF Accreditation
Individuals who complete all five (5) FChFP modules may be eligible for IBF Certification:
• IBF Level 2 Certification: at least three (3) years’ relevant industry experience
• IBF Level 3 Certification: at least eight (8) years’ relevant industry experience
Curriculum
Curriculum
FChFP1
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Principles of financial planning
FChFP2
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Wealth creation and retirement planning - investment strategies and advice
FChFP3
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Estate and succession planning - strategies and advice
FChFP4
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Personal and business insurance - strategies and advice
FChFP5
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Client engagement and financial planning practice
Faculty
Faculty
Edwina Woo
With over 10 years’ experience, Ms. Edwina Woo has built up a strong foundation in the financial world, specialising in advising clients on retirement financial protection. Her expertise extends to crafting impactful solutions, underpinned by a strong technical knowledge base.
Derrick Yip
Bringing nearly two decades of experience, Mr. Derrick Yip has honed his expertise in the financial industry while concurrently serving as a coach and mentor, passionately sharing his commitment for delivering exceptional client advisory service. His extensive experience in management and leadership has been a driving force in his commitment to a continuous learning environment.
Eric Seah
With an extensive career spanning over 28 years in the financial services industry, Mr. Eric Seah has built his expertise in financial consultancy across five key areas of financial planning; life, retirement, business succession, estate and special needs planning.
Ng Eng Beow
Mr. Ng Eng Beow is the Executive Vice President and Founder of Green Apples Advisory and currently sits as the President-Elect of IFPAS. With 17 years’ industry experience, he heads up a 40+ strong agency to be one of the top branches in Manulife. Eng Beow is also a Certified HNW Adviser, and a recognised and respected leader in the industry.
Carlos Lee
Mr. Carlos Lee presently holds the position of Financial Services Director at Infinitum Financial Advisory, overseeing the provision of financial guidance to individuals, corporate clients and high-net-worth individuals. Prior to this role, he spent 17 years as a consultant at NTUC Income, extending financial advice to both individuals and corporate clients.
2026 Cohort Study Intakes
COHORT 1
Workshop Dates
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FChFP1: 18 & 19 March 2026
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FChFP2: 22 & 24 April 2026
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FChFP3: 3 & 4 June 2026
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FChFP4: 15 & 17 July 2026
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FChFP5: 2 & 4 September 2026
COHORT 2
Workshop Dates
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FChFP1: 20 & 22 May 2026
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FChFP2: 24 & 26 June 2026
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FChFP 3: 5 & 6 August 2026
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FChFP 4: 23 & 25 September 2026
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FChFP 5: 4 & 6 November 2026
COHORT 3
Workshop Dates
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FChFP 1: 22 & 24 July 2026
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FChFP 2: 26 & 28 August 2026
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FChFP 3: 7 & 9 October 2026
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FChFP 4: 18 & 20 November 2026
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FChFP 5: 13 & 15 January 2027
COHORT 4
Workshop Dates
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FChFP1: 16 & 18 September 2026
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FChFP2: 21 & 23 October 2026
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FChFP3: 2 & 4 December 2026
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FChFP4: 27 & 29 January 2027
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FChFP5: 17 & 19 March 2027
*Please note: We require a minimum number of students enrolled in each intake for it to proceed as planned. In the event an intake is cancelled, we will work with you to enrol you into another suitable intake.
2025 Cohort Study Intakes
COHORT 3
Workshop Dates
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FChFP1: 23 & 25 July 2025
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FChFP2: 17 & 19 September 2025
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FChFP3: 29 & 31 October 2025
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FChFP4: 14 & 16 January 2026
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FChFP5: 25 & 27 February 2026
COHORT 4
Workshop Dates
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FChFP1: 1 & 3 October 2025
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FChFP2: 12 & 14 November 2025
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FChFP3: 21 & 23 January 2026
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FChFP4: 4 & 6 March 2026
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FChFP5: 15 & 17 April 2026
COHORT 1
Workshop Dates
-
FChFP1: 19 & 21 March 2025
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FChFP2: 23 & 25 April 2025
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FChFP3: 4 & 5 June 2025
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FChFP4: 16 & 18 July 2025
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FChFP5: 27 & 28 August 2025
COHORT 2
Workshop Dates
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FChFP1: 21 & 23 May 2025
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FChFP2: 25 & 27 June 2025
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FChFP3: 13 & 15 August 2025
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FChFP4: 24 & 26 September 2025
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FChFP5: 5 & 7 November 2025
*Please note: We require a minimum number of students enrolled in each intake for it to proceed as planned. In the event an intake is cancelled, we will work with you to enrol you into another suitable intake.
Corporate cohorts
Equip your insurance or financial planning teams with a recognised benchmark of professional excellence through the Fellow Chartered Financial Practitioner (FChFP) Certification. Ideal for uplifting advisory standards across the business, the FChFP Certification supports organisations with group enrolments, structured cohort management and performance tracking.
Delivered in a modular format with a blended learning approach, join leading institutions across Singapore in building advisory capabilities that are future ready and client centric.
Talk to our corporate team to customise a package suited to your organisation’s needs.
2024 Cohort Study Intakes
2024 Cohort Study Intakes
The FChFP Certification comprises 5 subjects that require 10 training hours each. It is designed and recommended to be completed within a nominated cohort. For detailed study dates and times, please click on your preferred cohort below.
The FChFP Certification comprises 5 subjects that require 10 training hours each. It is designed and recommended to be completed within a nominated cohort. For detailed study dates and times, please click on your preferred cohort below.
COHORT 1
Workshop Dates
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FChFP1: 12 & 14 March
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FChFP2: 24 & 26 April
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FChFP3: 5 & 7 June
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FChFP4: 16 & 17 July
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FChFP5: 28 & 30 August
COHORT 2
Workshop Dates
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FChFP1: 7 & 8 May
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FChFP2: 19 & 21 June
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FChFP3: 31 July & 2 August
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FChFP4: 10 & 11 September
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FChFP5: 23 & 25 October
COHORT 3
Workshop Dates
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FChFP1: 2 & 4 July
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FChFP2: 14 & 16 August
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FChFP3: 25 & 27 September
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FChFP4: 6 & 7 November
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FChFP5: 17 & 18 December
COHORT 4
Workshop Dates
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FChFP1: 27 & 29 August 2024
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FChFP2: 9 & 11 October 2024
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FChFP3: 20 & 22 November 2024
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FChFP4: 7 & 8 January 2025
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FChFP5: 18 & 19 February 2025
COHORT 5
Workshop Dates
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FChFP1: 22 & 24 October 2024
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FChFP2: 4 & 6 December 2024
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FChFP3: 15 & 17 January 2025
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FChFP4: 25 & 26 February 2025
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FChFP5: 8 & 9 April 2025
*Please note: We require a minimum number of students enrolled in each intake for it to proceed as planned. In the event an intake is cancelled, we will work with you to enrol you into another suitable intake.
Programme Fees
Programme Fees
Course commencing from 1 January 2024
The FChFP Certification comprises 5 subjects that require 10 training hours each. It is designed and recommended to be completed within a nominated cohort. For detailed study dates and times, please click on your preferred cohort below.
Fees after IBF-STS Funding, applicable to both self-sponsored and company-sponsored individuals.
All prices are in Singaporean Dollars and exclusive of prevailing GST unless stated otherwise.
IBF funding is for eligible Singaporean Citizens and Permanent Residents.
For more information on funding eligibility, please click here.
Since 1969, the Insurance and Financial Practitioners Association of Singapore (IFPAS) has been the leading professional association for financial advisers. We represent the interests of our members on legislative, regulatory and policy-related matters. Our role is to advocate, innovate and inspire on behalf of our members to advance the financial advice profession’s social contribution and positively shape consumers’ perceptions of the financial services industry.
Since 1969, the Insurance and Financial Practitioners Association of Singapore (IFPAS) has been the leading professional association for financial advisers. We represent the interests of our members on legislative, regulatory and policy-related matters. Our role is to advocate, innovate and inspire on behalf of our members to advance the financial advice profession’s social contribution and positively shape consumers’ perceptions of the financial services industry.
Kaplan Professional is Australia’s leading provider of specialist financial services education and training. We are renowned for the quality of our programmes, practical learning outcomes, dedicated student support and flexible online learning. Our progressive and customer-focused approach has cemented Kaplan Professional Australia’s reputation as the trusted education partner to all the major financial institutions in the country and over 45,000 working professionals annually.
Kaplan Professional is Australia’s leading provider of specialist financial services education and training. We are renowned for the quality of our programmes, practical learning outcomes, dedicated student support and flexible online learning. Our progressive and customer-focused approach has cemented Kaplan Professional Australia’s reputation as the trusted education partner to all the major financial institutions in the country and over 45,000 working professionals annually.