To shape the perception
of the financial services industry

Courses

Up to 90% Subsidy Available!

The nine-course Programme leading to the award of the ChFC®/S 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.


Why should I sign up?


  • Students can apply for up to 90% SDF grant.
  • IFPAS provides 16-hour tutorials for ChFC®/S Modules 1-7.
  • To obtain a professional insurance/financial planning qualification for career advancement.
  • 16 CPD hours and additional 2 CPD hours upon passing of examination.

What are the ChFC course participants saying:



Course Fee:


Module 1 to 7 : $481.50 (with GST) per module


Download application form

Class Schedule

Course Registration Policy

IFPAS conducts General Insurance Courses that provides insurance practitioners and brokers with essential knowledge and skills in specific areas. Participants earn 4 CPD hours upon completion of each course.

 

Key Learning Outcomes
By the end of the programme, participants will be able to:

  • Explain the various types of coverage of a typical Private Motor Car Insurance policy
  • Understand policy conditions, Exclusions and Extensions
  • Review relevant information in the Proposal Form and perform an underwriting assessment of the risk
  • Explain the claim procedure and identify the documents required for registration and recording of claims
  • Apply the relevant claim considerations to assess the validity of claims in accordance with policy coverage of the Motor Vehicles Act

 

Programme Outline

  • Scope of Cover
  • Proposal Forms
  • Policy Conditions, Exclusion and Extensions
  • Certificate of Insurance, Cover Notes, Endorsements and Renewal Notices
  • Claims Forms and Handling Procedure
  • Underwriting considerations


Duration

4 hours


Key Learning Outcomes
By the end of the programme, participants will be able to:

  • Understand what is ‘Liability Insurance’
  • Appreciate the benefits which an employer must provide under WICA policy
  • Understand policy conditions, Exclusions and Extensions
  • Review relevant information in the Proposal Form and perform an underwriting assessment of the risk
  • Explain the claims procedure and identify the documents required for registration and recording of claims

 

Programme Outline

  • Basics of Liability Insurance
  • Employer’s Liability Towards his Workmen
  • Benefits under WICA
  • Policy Conditions, Exclusions and Extensions
  • Certificate of Insurance, Cover Notes, Endorsements and Renewal Notices
  • Claims Forms and Handling Procedure
  • Underwriting information and considerations


Duration

4 hours


Key Learning Outcomes
By the end of the programme, participants will be able to:

  • Describe the coverage of typical Commercial All Risks & Theft Insurance policies
  • Review relevant information in the Proposal Form and perform an underwriting assessment of the risk
  • Understand the extensions of cover commonly used for such policies
  • Explain the claims procedure and identify the documents required for registration and recording of claims

 

Programme Outline

  • Cope of Cover, Policy Conditions, Exclusions and Extensions
  • Rating and Underwriting Considerations
  • Proposal Form
  • Policy Wording
  • Claims Form
  • Claims Handling Procedure
  • Other Policy Provisions


Duration

4 hours

Key Learning Outcomes
By the end of the programme, participants will be able to:

  • Describe the coverage of Public Liability & Professional Indemnity policies
  • Review relevant information in the Proposal Form and perform an underwriting assessment of the risk
  • Understand the extensions of cover commonly used for such policies
  • Explain the claims procedure and identify the documents required for registration and recording of claims

 

Programme Outline

  • Cope of Cover, Policy Conditions, Exclusions and Extensions
  • Rating and Underwriting Considerations
  • Proposal Form
  • Policy Wording
  • Claims Form
  • Claims Handling Procedure
  • Other Policy Provisions


Duration

4 hours

Key Learning Outcomes
By the end of the programme, participants will be able to:

  • Differentiate the different types of travel insurance in the market
  • Explain the common policy wordings and understand the differences between different companies’ policy wordings
  • Explain general exclusions – especially on how different insurance companies view disruption to travel in light of the recent volcanic ashes, riots and floods in different countries
  • Simple underwriting considerations such as age, country exclusions etc

 

Programme Outline

  • Types of Travel Insurance
  • Common Policy Wordings
  • General Exclusions
  • Underwriting considerations


Duration

4 hours

Programme Overview
This programme gives participants an understanding of the different types of health insurance offered in the local market, including hospital cash/income plans and critical illness plans.


Who Should Attend
This programme covers the key elements of health Insurance policies including key underwriting considerations.


Key Learning Outcomes
By the end of the programme, participants will be able to:

  • Know the different types of health insurance plans
  • Evaluate the suitability of the different health insurance plans to fit clients' needs
  • Explain the features of a typical Hospital Cash/ Income plan
  • Identify features of a typical Critical Illnesses plan versus Life Insurance plan

 

Programme Outline

  • Types of Health Insurance Plans
  • Rationale behind the creation of the different health insurance plans
  • Hospital Cash/Income Plan
    • Features
    • Types
    • Typical claims scenarios
  • Critical Illness Plan
    • Features
    • Differences from Life Insurance plans
    • Types
    • Typical claims scenarios


Duration

4 hours

Course Fee:


Member: $96.30 (with GST) per course
Non-Member: $149.80 (with GST) per course

 

Please call the Education & Training team at +65 65351221 for more information.