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FPAS CFP® Practitioner Manual
Dear CFP® Practitioner
This CFP® Practitioner Manual is intended to help you better understand and meet the Financial Planning Association of Singapore’s (FPAS) initial and ongoing certification requirements. These re-certification requirements include Continuing Professional Development (CPD), proper use of the marks, and ethical responsibilities.
In addition to information on certification standards, the CFP® Practitioner Manual also contains general information about FPAS, including the Association’s organizational structure and history. From time to time, FPAS will be issuing new guidelines and amending content guidelines to reflect changing conditions. Practitioners will be required to update their practitioner manuals as appropriate. We hope you will find the information included in this manual to be helpful.
We welcome suggestions and ideas about how future editions of the CFP® Practitioner Manual might be improved.
Thank you.
Yours faithfully,
James Sim CFP® TEP CLU
President
Financial Planning Association of Singapore
Please click on the links below for the Practitioner Manual;
1.0 Introduction
2.1 Usage of FPAS’ Logo
2.2 Marks Use
3.0 Certification Renewal
4.0 Continuing Professional Development
5.0 Professional Standards and Code of Ethics
6.0 General Information
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Disclaimer:
This is the official web site of Financial Planning Association of Singapore (FPAS). We endeavor timely update of information so as to better serve our members.
The copyright in all electronic on-line documents in this web site belongs to FPAS. Therefore, any references copied or made is strictly prohibited, without prior express verbal or written permission by FPAS. Any reference in this web site to any commercial goods or services, or any 3rd party firm is for the information and convenience of the members, and does not constitute any endorsement by FPAS. FPAS assumes no responsibility for any consequences arising from the use of or reliance on such 3rd party information from our web site.
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CFP®,
CERTIFIED FINANCIAL PLANNERTM, and
are certification marks owned outside the U.S. by
Financial Planning Standards Board Ltd. Financial
Planning Association of Singapore is the marks licensing
authority for the CFP marks in Singapore, through
agreement with FPSB.
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