Fellow Chartered Financial Practitioner Certification

Fellow Chartered Financial Practitioner Singapore

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.

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.

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).

Entry requirements

Individuals enrolling in the FChFP Certification must meet the following experience requirements:

Minimum two (2) years’ relevant industry experience in roles within insurance, wealth management and/or private banking.

It is expected that individuals will also have a fundamental understanding of financial planning, insurance and wealth management concepts.

Curriculum

2024 Cohort Study Intakes

The FChFP Certification comprises of 5 subjects that requires 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.

Workshop Dates

FChFP1 – 12 & 14 March

FChFP2 – 24 & 26 April

FChFP3 – 5 & 7 June

FChFP4 – 16 & 17 July

FChFP5 – 28 & 30 August

Workshop Dates

FChFP1 – 7 & 8 May

FChFP2 – 19 & 21 June

FChFP3 – 31 July & 2 August

FChFP4 – 10 & 11 September

FChFP5 – 23 & 25 October

Workshop Dates

FChFP1 – 2 & 4 July

FChFP2 – 14 & 16 August

FChFP3 – 25 & 27 September

FChFP4 – 6 & 7 November

FChFP5 – 17 & 18 December

*Additional workshop dates in 2024 coming soon.

Workshop Dates

FChFP1 – 27 & 29 August

FChFP2 – 9 & 11 October

FChFP3 – 20 & 22 November

FChFP4 – 7 & 8 January 2025

FChFP5 – 18 & 19 February 2025

FChFP1 – 22 & 24 October

FChFP2 – 4 & 6 December

FChFP3 – 15 & 17 January 2025

FChFP4 – 25 & 26 February 2025

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

Course commencing from 1 January 2024
Fees per subject 3IBF-STS 50% funding <40 years of age1 IBF-STS 70% funding ≥40 years of age2
Tuition Fee$900.00$900.00
IBF Funding- $450.00- $630.00
Net Tuition Fee (including GST)$531.00$351.00
One-time payment
Registration Fee4$300.00$300.00
Certification Fee5$175.00$175.00

1 Singaporean Citizens and all Permanent Residents <40 years of age, physically based in Singapore.
2 Singaporean Citizens ≥40 years of age, physically based in Singapore.
3 Total Tuition Fee (x5 subjects) $4,500 Exc GST.
4 A one-time, non-refundable, non-subsidised Registration Fee of $300 is payable at the commencement of the programme.
5 A one-time, non-refundable, non-subsidised Certification Fee of $175 is payable at the commencement of the programme.

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.

Assessments

To successfully complete the FChFP Certification, participants must achieve a pass mark of at least 70% in each assessment.

  • Four (4) multiple-choice exams
  • One (1) 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.

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.

Enrol Now

For self-sponsored and company-sponsored individuals, simply download the enrolment form below and submit your application following the instructions provided. For company-sponsored groups, please contact us on +65 3158 4442 to discuss your requirements.

Contact us on WhatsApp

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*Please be assured that your data or personal information is not shared with any other third parties or entities outside of Kaplan Professional Australia and the Insurance and Finance Professionals Association of Singapore.

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.

If you have any questions or would like more information about our education programs, please feel free to contact +65 3158 4442 (option 2) or courseadvice@kaplan.edu.au
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