1. The Certified Financial Planner in Singapore
  2. What Financial Planning is.
    1. A Process to design personal financial for individual lifestyle goal
      1. To establish relationship with client
      2. To gather client data and goals
      3. To analyze and evaluate the client's financial status
      4. To propose solution approach
      5. To implement the financial planning approach
      6. To monitor the financial planning approach
      7. 6 key steps (EGAPIM)
  3. Financial Planning Association of Singapore (FPAS)
    1. Affiliated to FPSB in Dec 1998
    2. Non profit association
      1. A Singapore Professional organization for Financial Planning industry
      2. To represent qualified financial planners
    3. The first member of the council in Asia region (outside of Janpan and Australia)
    4. The tenth member of the council internationally
    5. No.of Certified: 827 in 2011
    6. Salary Range2011: 4,991.80 - 23,641,577.33 baht
  4. Certification(s)
    1. CFP
    2. AWP
    3. AFP
  5. Education Providers
    1. Financial Perspective Pte.,Ltd
    2. Kaplan Financial (s) Pte Ltd
  6. Benefit of CFP in Singapore
    1. Consumers Demand "The Professional Financial Planner"
    2. To realize the root-cause of the Need in Financial Plan for singaporean
      1. Retirement Plan
      2. Job Security
      3. More Complexity in Financial Products
      4. Asian Crisis and Uncertainty Global Stock Markets
      5. The need for Professional Financial Planner
    3. Ratio of CFP per Taxpayee: 1:3903 as of Dec2011
  7. FPAS Certification Progression