Professional Development

Fellow Chartered Financial Practitioner (FChFP)

About The FChFP Certification

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 Charted 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).

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.

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.

SkillsFuture Credit

The SkillsFuture Credit is a government initiative aimed at encouraging individual ownership of skills development and lifelong learning.

All Singaporeans aged 25 and above can use their SkillsFuture Credit for SFC-eligible programmes, including the FChFP Certification.

Please note that SkillsFuture Credit isn’t applicable for employer-sponsored training.

For more information on eligibility and the application process, please click here.

For IFPAS Terms and Conditions please click here.

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.

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.

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2025 Cohort Study Intakes

Cohort 2

Workshop Dates

FChFP1: 21 & 23 May 2025
FChFP2: 25 & 27 June 2025
FChFP3: 13 & 15 August 2025
FChFP4: 24 & 26 September 2025
FChFP5: 5 & 7 November 2025

Cohort 3

Workshop Dates

FChFP1: 23 & 25 July 2025
FChFP2: 17 & 19 September 2025
FChFP3: 29 & 31 October 2025
FChFP4: 14 & 16 January 2026
FChFP5: 25 & 27 February 2026

Cohort 4

Workshop Dates

FChFP1: 1 & 3 October 2025
FChFP2: 12 & 14 November 2025
FChFP3: 21 & 23 January 2026
FChFP4: 4 & 6 March 2026
FChFP5: 15 & 17 April 2026

*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.

Entry Requirements

Equip your insurance or financial planning teams with a recognised benchmark of professional excellence through the Fellow Chartered Financial Practitioner (FChFP) Certification. Ideal for training departments and HR teams looking to uplift advisory standards, the FChFP Certification supports organisations with group enrolments, structured cohort management and performance tracking. Delivered in a modular format with a blended learning approach, join leading institutions across Singapore in building advisory capabilities that are future-ready and client-centric.

Talk to our corporate team to customise a package suited to your organisation’s needs.