CFP® Enrolment Procedures with Financial Perspectives

 

  1. Applications must be made with a duly completed ENROLMENT FORM for the correct Intake & include a CROSSED CHEQUE, made payable to "Financial Perspectives Pte Ltd"

  2. Applicants must attach copies of CERTIFICATES* or TRANSCRIPTS* (reduced to A4 size) for educational admission requirements or ORIGINAL LETTER from employer stating length of employment (at least 3 years)

  3. Certified True Copy of CERTIFICATES* are required to support application for exemption requests

  4. For application under the Charter Member rates, applicants have to attach an ORIGINAL company letter verifying employment and STAFF AUTHORISATION PASS

  5. The duly completed FP Enrolment Form(s) and supporting documents, together with the required payment(s), should be sent to:

    Financial Perspectives Pte Ltd
    38B Circular Road | FP House | Singapore 049394

  6. Incomplete supporting documents will cause delay in processing the student's application.

  7. Applicants need to complete a FPAS MEMBERSHIP FORM and include a crossed cheque made payable to "FPAS".

    *Certificates may be certified true by your company. In such cases, please state name, NRIC number and position of the person certifying the photocopies. Certification can also be made at Financial Perspectives upon presentation of the originals.

 
© 2007 Financial Perspectives Pte Ltd. All Rights Reserved.
CFP®, CERTIFIED FINANCIAL PLANNER®, and  are certification marks owned outside the U.S. by
Financial Planning Standards Board Ltd. Financial Planning Association of Singapore is the marks licensing
authority for the CFP® marks in Singapore, through agreement with FPSB.cm