SCAM ALERT:Beware of fraudulent training courses and examination registrations.
Scammers may misuse the names and logos of recognised institutions to solicit payments or personal information. Always verify through official channels before proceeding.
READ SCAM ADVISORY >
This website does not support Internet Explorer (IE). Please use the latest browser version of Google Chrome, Apple Safari, or Mozilla Firefox.
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: 12, 13 November 2026
Practicum Assessment : 7 December 2026 (One hour per candidate)
3-hour Case Study Written Assessment: 17 December 2026
Time:
9:00 a.m. to 5:00 p.m.
Venue:
SCI Online Global Classroom
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.
