ChFC® is an eight-course programme that will equip you with comprehensive financial planning knowledge so you can assist your clients better. The first seven courses are composed of 16-hour tutorials by IFPAS, while the eighth is handled by the Singapore College of Insurance, which also conducts all examinations in eight courses.

This programme that leads to the award of the ChFC® professional designation offers financial advisory professionals comprehensive financial planning knowledge to better assist their clients in this increasingly competitive field. In particular, candidates will have opportunities to explore in-depth practical applications of financial planning, estate planning, and retirement planning concepts, including planning for business owners, professionals and wealthy clients.

How will the course benefit you?
After completing the course, you will be able to achieve the following:

• Gain knowledge of the process, tools and concepts of financial planning and investments
• Use a systematic approach to risk management, insurance and retirement planning
• Apply the basic tax concepts and skills to deal with individual income, expenses and allowances
• Learn the various types of estate planning tools, such as wills, trusts, powers of attorney and life insurance
• Discuss the major types of investments and risk profiles
• Learn the essential skills to formulate a sound financial plan to meet the clients’ objectives and conform to ethical standards and practice
• Gain insights on the importance of business succession planning and buy–sell agreements
• Learn wealth management strategies to better manage the clients’ risks and assets
• Develop the ability to design, construct and present a financial plan, and make recommendations to the clients
  
  

Who should enrol?
This course is open to all:

• Financial services planners/Life insurance advisers
• Relationship managers
• Bank assurance staff
• Life insurance brokers
• Other insurance professionals requiring in-depth knowledge of financial planning principles, practices and products and those who need to obtain a professional insurance/financial planning qualification for career advancement

 

Please click on the link for more information about ChFC®.

ChFC® Programme Brochure
Fees Schedule
Tutorial Class Enrolment Form
ChFC® Schedule for 2011

To enquire about this course, click here.