The CERTIFIED FINANCIAL PLANNERTM - CFP® mark is a prestigious and highly respected professional designation labeled as the “Gold Standard” in the financial planning and wealth management industries globally.
The CFP® certification, first established in the U.S. in 1972, has become the industry’s most recognized professional designation. The program equips individuals with all the tools to be capable and confident of providing professional advice that meet strict international standards with regards to all aspects of financial and wealth planning.
The IBF Standards (formerly known as the Financial Industry Competency Standards or FICS) represents a set of competency standards developed by the industry, for the industry. It provides a practice-oriented development roadmap for financial sector practitioners to attain the necessary training to excel in their respective job roles. Covering 13 industry segments spanning more than 50 specialisations, the IBF Standards offers a comprehensive suite of accredited training and assessment programmes to guide a financial sector practitioner from licensing examinations on through to professional certification across 3-levels: IBF Qualified (for new entrants); IBF Advanced (for senior practitioners and specialists); IBF Fellows (for industry veterans).
1. Ethics FA-CPD Program
2. Essentials of FAA and PDPA
2. Essentials of FAA-G04 and FAA-N06 (AML/CFT)
1. Certificate in Retirement Adequacy Planning, Cert. (REAP)
2. Wealth Management for Wealthy Clients
3. Increasing Sales via Financial Statement Analysis
4. Certificate in Advising Small and Family-Owned Businesses, Cert. (ASFB)