Upcoming Events & Course Calendar
Plan ahead. Secure your spot. Transform your career.
Browse our complete schedule of CFP® certification courses, CPD programs, and upcoming SCFP-HNWI launch events. Early registration recommended for best availability and early bird pricing.
CPD Course Calendar
Continuing Professional Development | Stay Sharp, Stay Relevant
About Our CPD Courses
Practical, focused training designed for immediate impact. All courses are IBF-approved with CPD hours awarded. Perfect for practicing professionals who refuse to stand still.
Holistic Estate & Legacy Planning (HELP) Professional - Nov 2026
2-Day Estate Planning Certification Program
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Holistic Retirement Adequacy Planning Professional - November 2026
HRAPP™ | 5 November 2026
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Digital Assets Masterclass: Investment, Allocation, Distribution & Legacy - Nov 2026
Master the High-Stakes World of Digital Asset Advisory
Key Highlights:
- •IBF-FTS Funding Recognised
- •Expert Trainers
- •Comprehensive Materials
ILP Sales Masterclass - November 2026
Investment-Linked Policies for Client Goals
Key Highlights:
- •IBF-FTS Funding Recognised
- •Expert Trainers
- •Comprehensive Materials
Investment Masterclass: Strategies and Techniques to Supercharge AUM Growth - November 2026
Portfolio Management & Investment Strategies
Key Highlights:
- •IBF-FTS Funding Recognised
- •Expert Trainers
- •Comprehensive Materials
Can't find the course you need? We offer custom corporate training solutions.
CFP® Certification Schedule
AFPCM → AWPCM → CFP® | Education pathway since 1999
Current Intake
79th Intake (Cycle 4, November 2026 Exam)
About CFP® Certification
The CFP® certification is recognised internationally in financial planning. Our three-stage pathway (AFPCM → AWPCM → CFP®) supports professionals as they build their knowledge and progress through the certification requirements.
Associate Financial Planner Programme (IBF Level 1)
CFP® 1A - 79th Intake (Cycle 4, November 2026 Exam)
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Risk Management & Insurance Planning
CFP® 2A - 79th Intake (Cycle 4, November 2026 Exam)
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Tax Planning & Estate Planning
CFP® 3A - 79th Intake (Cycle 4, November 2026 Exam)
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Investment Planning
CFP® 4A - 79th Intake (Cycle 4, November 2026 Exam)
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Retirement Planning
CFP® 5A - 79th Intake (Cycle 4, November 2026 Exam)
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Financial Plan Construction & Professional Responsibilities
CFP® 6A - 79th Intake (Cycle 4, November 2026 Exam)
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
Prefer to study at your own pace?
Can't commit to fixed classroom dates? Explore our **CFP® Self-Study Pathway** for Modules 1-5. Get full LMS access, structured exam preparation, and activation on your terms.
Not sure which level to start? Take our quick assessment or speak with our advisors.
SCFP-HNWI ProgramNEW 2026
Master HNWI Advisory | Launching Q1 2026
The Future of HNWI Advisory Excellence
Singapore's first specialized certification for High-Net-Worth Individual advisory. Master family office strategies, multi-generational wealth planning, and sophisticated investment solutions for ultra-wealthy clients.
Specialist Certificate in Financial Planning (HNWI and Family-Owned Businesses)™: Module 4: Financial Planning for SME Businesses
Specialized Financial Planning for Family-Owned Businesses
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
SCFP-HNWI Module 1: Effective Positioning & Propositions - November 2026
STEPP™ | 11–12 November 2026
Key Highlights:
- •IBF-STS Funding Available
- •Expert Trainers
- •Comprehensive Materials
SCFP-HNWI Module 2: Strategies for Advising HNW Individuals - November 2026
Strategies for Advising High-Net-Worth Individuals
Key Highlights:
- •HNWI psychology and client priorities
- •Product knowledge and suitability
- •Complex advisory solutions
Early Registration Benefits
Priority Access
Secure your spot in the inaugural cohort
Special Pricing
Exclusive launch pricing for early registrants
Exclusive Network
Join Singapore's elite HNWI advisors
Frequently Asked Questions
How do I register?
Click "Register Now" on any course card or contact us directly via WhatsApp for immediate assistance.
Contact Us →Is funding available?
Yes! Many courses qualify for IBF-STS funding with up to 70% subsidy. Check individual course details.
Learn About Funding →Can I switch dates?
We offer flexible options. Contact our team to discuss date changes or alternative schedules.
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