A continuation from the CFP Module 1 course, the CFP Module 3 – Investment Planning and Retirement Planning is the next step for aspiring CFP Professionals to complete as part of their CFP certification pathway.

This course is designed to enable candidates to obtain an understanding of the concepts of investment planning and personal investment portfolio management, the
concepts of risk and return and how return from investments can be optimized, the various type of asset classes available for investment by recognize the importance of personal retirement maps to suit client objectives and lifestyles, the basic guidelines of retirement planning and common pitfalls and misconceptions of retirement. Method of identifying retirement costs and income needs of clients as well as the various forms of retirement savings options and income streams are also discussed.

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Widely considered to be the ultimate mark of competence among investors, the Certified Financial Planner certification is globbally recognised in 27 countries and territories and counting. CFP Professionals enjoy a competitive edge over their non-CFP counterparts and the certification affords flexibility for career professionals ranging from corporate employees to independent consultants. The CFP programme ensures that CFP Professionals meet intitial and ongoing competency, adhere to a strict code of ethical conduct and are equipped with the knowledge and ability to provide top-quality financial planning in their professional roles.

 Programme Details