Financial Perspectives (FP) is the pioneer and market leader of the CERTIFIED FINANCIAL PLANNER^CM (CFP^CM) Certification Program in Asia, having conducted the training program in Singapore, India, Indonesia & Brunei to more than 8500 students. Established since 1999, FP is the first and original Financial Planning Association of Singapore (FPAS) approved CFP^CM Education Provider and also an original strategic partner of the Institute of Banking & Finance (IBF) under the f-NEXT (Financial Network for Excellence in Training).

Our Mission

To provide superior training programs that delivers an integrated and personal approach to the understanding and application of the financial planning/wealth management process and its related disciplines.

Study Materials

Our study materials for the CFP^CM Certification Program are highly sought after as they were originally developed in the U.S. College of Financial Planning and then adapted for the financial/wealth management industries in Singapore. They are updated regularly and incorporate the latest technical information and regulations. This is achieved through our close working relationships with both local and international professionals and organizations in the financial services/wealth management industries.

Our comprehensive study guides include essential theories and actual case studies with useful exam strategies and techniques to ensure technical and practical competencies, thereby providing a rewarding and successful learning experience for all our students.

Qualified Professional Lecturers

FP has extremely qualified and experienced team of lecturers who are CFP^CM certified and currently esteemed industry practitioners and experts in their related fields with other recognized professional designations such as MBA, CFA®, CPA and LLB. They are dedicated and have a genuine interest in sharing their knowledge and work experience by offering insights and providing solutions to our students.

Our Services

FP is fully committed to providing quality education and high standards of customer service to our valued students. Our staff strives to ensure that students’ needs are catered to and that each and every student at FP enjoys a fruitful and enriching educational journey with us.

Services provided by FP include:

• Conducting seminars and workshops related to financial planning/wealth management
• Full range of course information and counselling
• Students’ Question & Answer support services
• Assistance with students’ FPAS membership registration and exam related matters
• Continuous support to ensure that all students have an opportunity to achieve academic success.

Whether you are a prospective student, a business professional looking to expand your business insights and skills, or someone who is eager to join the growing financial planning/wealth management industries,  we welcome your interest to explore  the CFP^CM Certification Program and invite you to embark on this rich and exciting learning path with us.