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Supplementary Notes

Please click on the following link to download the latest supplementary notes, if applicable.

BCP

PGI

ComGI

M5

M8

M9

M8A

M9A

DGIRM

HI

CRI

ADGIRM

ChFC®/S

CLU®/S

DLI

 

 

Title Date Download
M5 Rules and Regulations for Financial Advisory Services - (4th Edition) Study Guide reprinted in July 2013 and July 2014 Apr-2016 Supplementary Notes
M5 Rules and Regulations for Financial Advisory Services - (4th Edition) Study Guide - Reprinted in December 2016 N.A No Supplementary Notes  

 

Title Date Download
ChFC01 Financial Planning: Process and Environment Apr-2019 Supplementary Notes
ChFC02 Risk Management, Insurance and Retirement Planning Dec-2014 Supplementary Notes
ChFC03 Tax, Estate Planning and Legal Aspects of Financial Planning Nov-2017 Supplementary Notes
ChFC04 Investments Sep-2013 Supplementary Notes
ChFC05 Plan Construction, Practice Standards and Ethics Jun-2013 Supplementary Notes
ChFC06 Planning for Business Owners and Professionals No Supplementary Notes  
ChFC07 Wealth Management and Financial Planning Apr-2014 Supplementary Notes
ChFC08 Financial Planning Applications No Supplementary Notes  

 

Title Date Download
ChFC01 Financial Planning: Process and Environment Apr-2019 Supplementary Notes
CLUS02 Risk Management, Insurance and Retirement Planning Dec-2014 Supplementary Notes
 

Progression pathway towards CLU®/S Designation for ChFC®/S holders.

Title Date Download
CLUS01 Individual Life Insurance Apr-2016 Supplementary Notes
CLUS03 Life Insurance Law Jul-2012 Supplementary Notes
CLUS04 Life Insurance Company Operations Apr-2016 Supplementary Notes
CLUS08 Group Benefits and Health Insurance No Supplementary Notes  
 

Progression pathway towards CLU®/Singapore (CLU®/S) designation for Diploma in Life Insurance designation, the Dip SCI (LI) holders.

Title Date Download
CLUS07 Planning for Business Owners and Professionals N.A No Supplementary Notes
CLUS06 Investments Sep-2013 Supplementary Notes
CLUS08 Group Benefits and Health Insurance N.A No Supplementary Notes

 

Title Date Download
DGI01 Legal Aspects Of Insurance Apr-2018 Supplementary Notes
DGI02 Insurance Company Operations Apr-2018 Supplementary Notes
DGI03 Commercial Property And Business Interruption Underwriting Apr-2018 Supplementary Notes
DGI04 Liability Insurance Underwriting Apr-2018 Supplementary Notes

 

Title Date Download
ADGI05 Claims Management Apr-2018 Supplementary Notes
ADGI06 Risk Management Apr-2017 Supplementary Notes
ADGI07 Business And Economics Apr-2018 Supplementary Notes

 

Title Date Download
DLI01 Individual Life Insurance Apr-2016 Supplementary Notes
DLI02 Risk Management, Insurance And Retirement Planning Jan-2015 Supplementary Notes
DLI03 Life Insurance Law Jul-2012 Supplementary Notes
DLI04 Life Insurance Company Operations Apr-2016 Supplementary Notes
DLI05 Financial Planning : Process And Environment Apr-2019 Supplementary Notes