Financial Perspectives

Financial Perspectives To date, FP remains the market leader and preferred Education Provider of the CFP® Professional Certification Program in Singapore.

We envision to be the Centre for Excellence in financial education in Singapore and in Asia, where every financial services professional can be trained and equipped with the competency to exhibit Professional Excellence & Ethics. FP established since 1999, pioneered the CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Program in Asia and became the first and original approved Education Provider o

f the Financial Planning Association of Singapore (FPAS). FP was the original strategic partner of the Institute of Banking & Finance (IBF) under the f-NEXT (Financial Network for Excellence in Training) and is currently one of the listed training providers under the Financial Industry Competency Standards (FICS) -accredited programmes. With more than 15 years of training experience, FP has conducted the CFP® Certification Program to more than 12,000 students in Singapore, India, Indonesia, Brunei and Malaysia. Our students include bankers, financial advisers & personal financial consultants, managers. insurance specialist, accountants, stock brokers, lawyers, fresh graduates & members of the public. Whether you are a prospective student, a business professional looking to expand your business insights and skills, to increase your competency levels or someone who is eager to join the growing financial planning/wealth management industries, we invite you to embark on this enriching and exciting CFP® learning journey with us.

A professional adviser should not rush to recommend.  The stronger question is:  What problem are we really solving?  Be...
01/06/2026

A professional adviser should not rush to recommend.

The stronger question is:
What problem are we really solving?

Before discussing products, clarify the client’s objective, timeline, constraints, risk exposure, and trade-offs.

This week, take one client conversation deeper.

FP — Centre for Professional Excellence in Advisory Competency & Ethics
🌐 www.fp-edu.com
📱


25/05/2026

Beyond Knowledge: Becoming a Trusted Advisor 🤝

The conversations about estate planning, retirement, and business succession are already happening. The real question is: Are you in the room for them?

When advisors plateau at MDRT, it's often because their toolkit hasn't kept pace with their clients' growing financial complexities. Earning credentials like the CFP® or mastering the SME landscape shifts how you are perceived—moving you from a product provider to a trusted partner.

Take a look at our June 2026 line-up of IBF-funded courses. Registration is officially open, but slots are limited.

👉 Head over to fp-edu.com or drop us a WhatsApp message at 81117890 to learn more about course fees and funding eligibility.

Your client just asked why their ILP has so many charges. Do you have a clear, confident answer?The ILP Sales Masterclas...
15/05/2026

Your client just asked why their ILP has so many charges. Do you have a clear, confident answer?
The ILP Sales Masterclass covers product mechanics, suitability assessments, client communication, and objection handling — everything you need to advise on ILPs compliantly and close with integrity.
📅 26 May 2026 · 2:00pm–6:00pm · High Street Centre
4 CPD Hours · S$500 · IBF-FTS Eligible
Register: fp-edu.com | WhatsApp 81117890
- https://mailchi.mp/fp-edu/sme-masterclass-m4-2-13755122

SME Masterclass Series · Module 4 of 6Course Name: Exit Planning with InsuranceKey Topics: Buy-Sell Agreements · Sum Ass...
12/05/2026

SME Masterclass Series · Module 4 of 6
Course Name: Exit Planning with Insurance
Key Topics: Buy-Sell Agreements · Sum Assured Calculation · Shareholder Negotiations
Date: Mon, 25 May 2026 · 2:00pm–6:00pm
Venue: 1 North Bridge Road, High Street Centre, Singapore
CPD: 4 Non-Core CPD Hours
Fee: S$500 · IBF-FTS 70% subsidy · From S$150 net · Cap S$500/candidate
Facilitator: Ronald Wong — TEP, MBA, CFP®, ChFC®, CWM®, AEPP®, ChMA®, SAMP™, MSID
Contact: www.fp-edu.com | WhatsApp 81117890 - https://mailchi.mp/fp-edu/sme-masterclass-m4-2-13755068

Do you see opportunities — or numbers you can't read?The ECLAIR Framework equips you to read financial statements with c...
08/05/2026

Do you see opportunities — or numbers you can't read?

The ECLAIR Framework equips you to read financial statements with confidence, identify risks on the spot, and quantify exactly how much to insure.

📅 19 May 2026 · 2:00pm–6:00pm
📍 High Street Centre · 4 CPD Hours · IBF-FTS

Register: fp-edu.com | WhatsApp 81117890



- https://mailchi.mp/fp-edu/sme-masterclass-m3-2-13755054

Your client just told you they own Bitcoin.You smiled. You nodded. And you had no idea what to say next.That changes on ...
06/05/2026

Your client just told you they own Bitcoin.
You smiled. You nodded. And you had no idea what to say next.
That changes on 20 May.
Digital Assets Masterclass: Investment, Allocation, Distribution & Legacy
📅 20 May 2026 · High Street Centre, Singapore
💰 From S$210 net after FTS
Register: fp-edu.com | WhatsApp 81117890
- https://mailchi.mp/fp-edu/digital-assets-masterclass-may2-13755046

Most advisers grow wealth well. Fewer know how to protect it across generations.The HELP Professional designation closes...
30/04/2026

Most advisers grow wealth well. Fewer know how to protect it across generations.

The HELP Professional designation closes that gap — in 2 days, master estate plans, trust structures, and legacy conversations that earn a client's family for life.

📅 13 & 14 May 2026 · High Street Centre

💰 Up to 70% IBF-STS Funded
WhatsApp 81117890 to register.

- https://mailchi.mp/fp-edu/estate-and-legacy-planning-13754978

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