Fellow Chartered Financial Practitioner
Singapore
Download a brochure
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).
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.
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.
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.
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
FChFP1
-
Principles of financial planning
FChFP2
-
Wealth creation and retirement planning - investment strategies and advice
FChFP3
-
Estate and succession planning - strategies and advice
FChFP4
-
Personal and business insurance - strategies and advice
FChFP5
-
Client engagement and financial planning practice
Faculty
Edwina Woo
FChFP1
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.
Jeyaraman Parasuraman
FChFP2
With over four decades in the industry, Mr. Jeyaraman Parasuraman is the CEO and Founder of Alpha Wealth Financial Advisers Pte Ltd, a Licensed Financial Adviser and has held esteemed positions, including past President of IFPAS and the Society of Financial Services Professionals.
Eric Seah
FChFP3
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
FChFP4
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
FChFP5
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.
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.
COHORT 1
Workshop Dates
-
FChFP1 – 12 & 14 March
-
FChFP2 – 24 & 26 April
-
FChFP3 – 5 & 7 June
-
FChFP4 – 16 & 17 July
-
FChFP5 – 28 & 30 August
COHORT 2
Workshop Dates
-
FChFP1 – 7 & 8 May
-
FChFP2 – 19 & 21 June
-
FChFP3 – 31 July & 2 August
-
FChFP4 – 10 & 11 September
-
FChFP5 – 23 & 25 October
COHORT 3
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.
*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
¹Total Tuition Fee (x5 subjects) $4,500 excluding GST.
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.
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.
