Level Up Academy Pte Ltd

Home
Singapore
Singapore
Level Up Academy Pte Ltd

Directions Website

Level Up Academy aims to elevate the competence and professionalism of financial planning practition

21/10/2026

Comment “CPF” and we’ll send you the course details.

Can a cash top-up to your CPF Retirement Account (RA) qualify for tax relief after age 55? The answer is: it depends.

If a member has not yet met the prevailing Full Retirement Sum (FRS), a cash top-up to the RA may qualify for tax relief. However, if the FRS has already been met, further top-ups towards the Enhanced Retirement Sum (ERS) do not receive tax relief.

Understanding this distinction helps practitioners explain CPF top-ups clearly and guide clients towards more informed retirement planning decisions.

Learn how to apply these CPF concepts in Level Up Academy’s IBF-FTS programme: Retirement Planning with CPF Projection Toolkit.

19/10/2026

Comment “CPF” and we’ll send you the course details.

Retirement planning does not have to be solved all at once. With the right structure, practitioners can guide clients step by step towards a clearer and more resilient retirement plan.

The seven-point framework helps identify retirement needs, gaps and opportunities. Using the CPF Projection Toolkit, practitioners can map CPF and other income streams against expected expenses, making potential shortfalls easier to understand and discuss.

Learn how to apply this process in Level Up Academy’s IBF-FTS programme: Retirement Planning with CPF Projection Toolkit.

17/10/2026

Comment “CPF” and we’ll send you the course details.

CPF was designed to support Singaporeans across three important needs: housing, healthcare and retirement. Over the years, it has evolved with additional accounts, healthcare coverage, retirement savings measures and CPF LIFE to provide greater support for longer lives.

Understanding this development helps practitioners explain how CPF works as an integrated retirement planning system—and have more meaningful conversations about housing decisions, healthcare needs and retirement income.

Learn how to apply this knowledge in client planning with Level Up Academy’s IBF-FTS programme: Retirement Planning with CPF Projection Toolkit.

15/10/2026

Comment “CPF” and we’ll send you the course details.

SA closure and the higher ERS—now four times the BRS—open new retirement planning conversations.

For clients whose remaining SA savings moved into OA, should they retain those funds in OA, top up their RA for higher CPF LIFE payouts, or explore other suitable options?

The decision goes beyond returns. Liquidity, risk, capital preservation and retirement income needs matter too.

In class, Kevin connects key CPF changes to practical planning, helping financial practitioners assess trade-offs and guide clearer client conversations.

Join Level Up Academy’s IBF-FTS programme: Retirement Planning with CPF Projection Toolkit.

13/10/2026

Comment “CPF” and we’ll send you the course details.

CPF retirement planning can feel complicated, but the right knowledge can make it clearer.

We distil CPF information, explain the nuances and highlight retirement planning pitfalls—insights your clients will benefit from knowing earlier.

Learn to connect the dots from CPF knowledge to a structured retirement plan, helping clients understand their options and optimise their CPF.

Join Level Up Academy’s IBF-FTS programme: Retirement Planning with CPF Projection Toolkit.

11/10/2026

Comment “CPF” and we’ll send you the course details.

In retirement, would you choose $2,000 a month for life - or $3,500 a month for the first 15 years? 🤔

Every answer has a reason. That’s where our class discussion begins.

We explore the retirement priorities and trade-offs behind each choice—a simple but meaningful question to bring into client conversations.

Learn through discussion and practical application in Level Up Academy’s IBF-FTS programme: Retirement Planning with CPF Projection Toolkit.

09/10/2026

💬 Comment “CPF” and we’ll send you the course details.

CPF can be complex. Your client conversations can be clearer.

Learn to use the CPF Projection Toolkit to project clients’ CPF balances, identify retirement gaps and support more meaningful planning conversations.

Join our IBF Programme : Retirement Planning with CPF Projection Toolkit course for financial practitioners.

16/02/2026

🐴✨ Happy Lunar New Year! 🧧🍊

As we welcome the Year of the Horse, may it bring you good health, prosperity, joy, and success in everything you do.

Wishing you a bold and bountiful year ahead — let’s gallop into 2026 strong 💪🔥

Huat ah! 🍊🍊
Eric • Felix • Kevin
Level Up Academy

27/01/2025

新年快乐！Happy Chinese New Year! 🧧
As we welcome the Year of the Snake, may it bring you good health, joy, prosperity, and success in all your endeavors! 🍊🍊 Huat Ah! 🍍🍍kevin

27/11/2024

Key CPF changes are coming in Jan 2025, presenting new opportunities to support clients more effectively. It’s timely to equip yourself with the updated knowledge, skills, and toolkits to guide your clients confidently on their retirement journey. Join us in our Q1 2025 classes to stay updated and ready to seize these opportunities! Sign-up link : https://tinyurl.com/y2mntwus

Address

68 Circular Road #02/01
Singapore
049422

Website

https://www.levelupacademy.com.sg/ibf-fts

Alerts

Be the first to know and let us send you an email when Level Up Academy Pte Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed accountant in Singapore?