Course Detail || SCI

ChFC08 Financial Planning Applications (P200814UNR / TGS-2022601038)

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Last Updated Date:	18/04/2024
Level of Programme:	Intermediate

Programme Highlights

The programme aims to provide the knowledge and skills to:

Understand what is Financial Planning
Utilise the Financial Planning 6-Step process
Formulate and present a financial plan based on client’s financial needs, affordability and risk profile
Analyse and evaluate the following case studies based on different client’s profile

Funding

Duration:	14 Hours
Date(s):	Tutorial Dates: 16 and 17 May 2024 Practicum Assessment : 10, 11 or 12 June 2024 (One hour per candidate) 3-hour Case Study Written Assessment: 21 June 2024
Time:	9.00am to 5.00pm
CPD Hours:	14 CPD hours and an additional 4 CPD hours for the relevant examination passed
Closing Date:	Registration will close once all available places have been filled.

Fee Per Participant

^*Course Fee	S$708.50 (Inclusive of prevailing GST rate)