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ChFC08 Financial Planning Applications

Last Updated Date: 26/03/2019
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
- Funded Under IBF Standards Training Scheme (IBF-STS)

With effect from 1 June 2018, ChFC08 - Financial Planning Applications has been accredited under the IBF Standards and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Available for a period, this funding is applicable only for the first assessment attempt and candidates may be self or company-sponsored.
Duration: 14 Hours
Date(s): Tutorial Dates: 8 & 9 April 2019
Practicum Assessment : 13 - 17 May 2019 (One hour per candidate)
(Examination Date & Time: 6 June 2019, 9.00 am to 12.00 nn)
Time: 9.00 am to 6.00 pm (Day 1)
9.00 am to 4.00 pm (Day 2)
Venue: SCI, 9 Temasek Boulevard, #14-01, Suntec Tower Two, Singapore 038989
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
*SCI Member Company S$695.50
(Inclusive of 7% GST)
Non-SCI Member Company S$765.05
(Inclusive of 7% GST)

*The SCI Member Company fee will apply to employees and/or agents of companies being former contributors of the Association for Insurance Advancement or donors of the SCI Building Fund.

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