Anonymous

07 Jun 2019

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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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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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Considering hustling as part time financial planner. How difficult is it in terms of getting certified and the knowledge and time required?

Is getting a CFP (Certified Financial Planner) certification worth the effort?

I was approached by my Financial Planner friend to buy AXA Pulsar (ILP). I’m a beginner to investing. Any advise on this if it’s a good investment option. Or will unit trust be a better alternative ?

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