This programme prepares you to meet the advanced financial planning needs of individuals, professionals and small business owners. You will gain a sustainable advantage with in-depth knowledge of the key financial planning disciplines, including insurance; income taxation; retirement planning; investments; and estate planning; that will help you succeed in this competitive field.

The Chartered Financial Consultant®/ Singapore (ChFC®/S) designation is all about:

• Navigating the intricacies of comprehensive financial planning
• Untangling the complexities of investment, insurance, retirement, tax and estate planning
• Understanding and streamlining the full range of client needs – individuals and those with families; professionals, high net worth clients and small business owners

Programme Learning Objectives

Upon completion of this programme, you should be able to:

• Function as an ethical, competent and articulate practitioner in the field of comprehensive financial planning.
• Demonstrate mastery of the core financial planning knowledge required of a Chartered Financial Consultant®/ Singapore by passing the ChFC®/S certification examinations.
• Utilise the intellectual tools and framework needed to maintain relevant and current financial planning knowledge and strategies throughout one’s career in financial services.
• Apply financial planning theory and techniques through the development of case studies and solutions.
• Apply in-depth knowledge in a holistic manner from a variety of disciplines; namely, investment, income taxation, estate planning and retirement planning.

Course Topic

• Financial Planning: Process and Environment (ChFC01)

• Risk Management, Insurance and Retirement Planning (ChFC02)

• Tax, Estate Planning and Legal Aspects of Financial Planning (ChFC03)

• Investments (ChFC04)

• Plan Construction, Practice Standards and Ethics (ChFC05)

• Planning for Business Owners and Professionals (ChFC06)

• Wealth Management and Financial Planning (ChFC07)

• Financial Planning Applications (ChFC08)

• Ethics for the Financial Services Professional (ChFC09)

Education Requirement

The candidate must pass the examinations/assessments and meet all other course requirements for the 9 modules.

Experience Requirement

3 years of full-time business experience is required for the award of the ChFC®/S designation. The 3-year period must be within the 5 years immediately preceding the date of the award. An undergraduate or graduate degree from an accredited educational institution qualifies as one year of business experience.

Ethics Requirement

To comply with the high ethical standards expected of a Chartered Financial Consultant®/Singapore, every holder of the ChFC®/S designation must sign a statement agreeing to be bound by the ChFC®/S Code of Ethics.

The SCI reserves the right to withdraw the ChFC®/S designation should any ChFC®/S holder be found in violation of the ChFC®/S Code of Ethics.