facebookHow do I become a certified financial planner in Singapore? What can you do with such license? Is CFP required, or good to have only? - Seedly

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Anonymous

07 Jun 2019

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Career

How do I become a certified financial planner in Singapore? What can you do with such license? Is CFP required, or good to have only?

I have a degree with finance major. Im looking into maybe joining a more comprehensive financial advisory company which offers wide variety of products - not just 1 particular insurance company/bank/investment company/asset management, any to introduce?

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Kyra Lim

Edited 21 Aug 2024

BDM at Finerty Academy

To become a certified financial planner, you have to complete all the 6 modules through the education provider. You can find out more about the certification process here: https://www.finerty.com.sg/financial-planning-c...

Hariz Arthur Maloy

07 Jun 2019

Independent Financial Advisor at Promiseland Independent

You can join an IFA. There are a few in Singapore. I'm from Promiseland Independent one such IFA.

And I suggest waiting on CFP and just taking the CMFAS exams first and get on the ground experience. Liking the industry and surviving the industry is a different game altogether. Prospecting and getting clients is the hardest part of the business and CFP doesn't help you with that.

CFP is definitely good to have but not mandatory to start.

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