Financial Perspectives

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Financial Perspectives To date, FP remains the market leader and preferred Education Provider of the CFP® Professional Certification Program in Singapore.

We envision to be the Centre for Excellence in financial education in Singapore and in Asia, where every financial services professional can be trained and equipped with the competency to exhibit Professional Excellence & Ethics. FP established since 1999, pioneered the CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Program in Asia and became the first and original approved Education Provider of the Financial Planning Association of Singapore (FPAS). FP was the original strategic partner of the Institute of Banking & Finance (IBF) under the f-NEXT (Financial Network for Excellence in Training) and is currently one of the listed training providers under the Financial Industry Competency Standards (FICS) -accredited programmes. With more than 15 years of training experience, FP has conducted the CFP® Certification Program to more than 12,000 students in Singapore, India, Indonesia, Brunei and Malaysia. Our students include bankers, financial advisers & personal financial consultants, managers. insurance specialist, accountants, stock brokers, lawyers, fresh graduates & members of the public. Whether you are a prospective student, a business professional looking to expand your business insights and skills, to increase your competency levels or someone who is eager to join the growing financial planning/wealth management industries, we invite you to embark on this enriching and exciting CFP® learning journey with us.

A strong week can start with a better question.For financial planners, the most useful insight often comes before the nu...
26/10/2026

A strong week can start with a better question.

For financial planners, the most useful insight often comes before the numbers: listening to what matters most to the person across the table.

What question helps you uncover a client's real priority?

24/10/2026

CPD Notes 07 | A family business is not a bigger personal client

The owner, the family and the business are connected, but they are not interchangeable.

Ronald Wong reflects on looking beyond the personal fact-find, asking better questions and involving the right professionals.

Follow Financial Perspectives for CPD Notes every Tuesday, Thursday and Saturday.
Explore professional learning: https://fp-edu.com/cpd

24/10/2026

CPD Notes 07 | A family business is not a bigger personal client

A family business brings family priorities and business continuity into the same planning conversation.

Watch Ronald Wong’s practical insight, and follow Financial Perspectives for CPD Notes every Tuesday, Thursday and Saturday.

Explore professional learning: https://fp-edu.com/cpd

22/10/2026

CPD Notes 06 | The app on your client's phone

When clients can invest in a few taps, what value does a financial planner bring?

Ronald Wong reflects on the judgement behind the transaction: connecting investments to goals, explaining risk and making the reasoning clear.

Follow Financial Perspectives for CPD Notes every Tuesday, Thursday and Saturday.
Explore professional learning: https://fp-edu.com/cpd

20/10/2026

Is a retirement target enough to guide a client through the years ahead?

HRAPP™ helps financial advisers connect income needs, sustainability, risk and client behaviour in a more complete retirement planning conversation.

Join Financial Perspectives on 5 November 2026 at High Street Centre, Singapore.

Course details and registration: fp-edu.com/events/hrapp-nov-2026/

IBF-STS funding is available to eligible participants, subject to criteria.

20/10/2026

Retirement planning is more than a target number. Can you help clients connect income needs, sustainability, risk and behaviour into a plan they understand?

Holistic Retirement Adequacy Planning Professional (HRAPP™) gives financial advisers a practical framework for more confident retirement conversations.

5 November 2026 · 9:30 am–5:30 pm
High Street Centre, Singapore

Explore the course and register: https://www.fp-edu.com/events/hrapp-nov-2026/

IBF-STS funding is available to eligible participants, subject to the prevailing criteria.

20/10/2026

CPD Notes 05 | I already have an ILP. Now what?

An existing policy brings a history, expectations and questions into the room. Start by understanding those concerns.

Ronald Wong reflects on a useful second opinion: explaining options, costs and implications in the client’s circumstances, without a predetermined instruction to keep, change or surrender.

Follow Financial Perspectives for CPD Notes every Tuesday, Thursday and Saturday.
Explore professional learning: https://fp-edu.com/cpd

20/10/2026

CPD Notes 05 | I already have an ILP. Now what?

An existing ILP deserves a review in the context of the client’s wider financial plan.

Watch Ronald Wong’s practical insight, and follow Financial Perspectives for CPD Notes every Tuesday, Thursday and Saturday.

Explore professional learning: https://fp-edu.com/cpd

Retirement planning needs more than a product review. Clients need to understand what retirement may cost, what their re...
20/10/2026

Retirement planning needs more than a product review. Clients need to understand what retirement may cost, what their resources can support and which risks could weaken the plan.

HRAPP gives Financial Planners a structured process for retirement adequacy, sustainable income and ongoing reviews.

5 November 2026 | Full-day classroom programme | High Street Centre

Explore the programme and register: https://mailchi.mp/fp-edu/ujzdmxr39w-13756151

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+6581117890

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