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Membership Classification

FPAS membership consists of companies and individuals who practise within or support the financial planning profession. As a professional association, FPAS will require its members to abide by a code of ethics and professional standards. FPAS will instigate a formal complaints, review, and disciplinary system to ensure compliance, and thereby instill public confidence in its members.

There are six categories of FPAS membership:

Charter Membership

Companies that support the development of the financial planning industry. Since its inception, FPAS has received overwhelming support from many of the largest financial institutions in Singapore.

Corporate Membership

This membership is open to companies that support the development of  the financial planning industry.

CERTIFIED FINANCIAL PLANNERTM or CFP® Membership

The CFP® certification is reserved for those professionals who have demonstrated technical competency by completing a CFP® educational program provided by an approved FPAS education provider. These individuals must also pass FPAS certification examinations and have three years' relevant experience and abide by the Code of Ethics. The CFP® certification designation is an internationally recognised service mark and is a symbol of the highest level of professionalism for financial planning practitioners. Annual fee is S$230.00.

Associate Wealth Planner (AWPCM) Membership

AWPCM is a mid-level professional certification for practitioners with key portfolios in retirement planning and wealth accumulation in addition to their capability to recommend general financial planning strategies. These individuals must also pass FPAS certification examinations Module 1, 4 and 5 (Foundations in Financial Planning, Investment Planning and Retirement Planning respectively) and abide by the Code of Ethics. Annual fee is S$120.00.

Associate Financial Planner (AFPCM) Membership

AFPCM is a certification for practitioners who are competent to recommend general financial planning strategies and to advice on the appropriate selection and use of various financial planning products for individuals. These individuals must also pass FPAS certification examinations Module 1 (Foundations in Financial Planning) and abide by the Code of Ethics. Annual fee is S$120.00.

Student membership

Student membership is available to those undertaking the AFPCM, AWPCM and CFP® educational program provided by approved FPAS educational providers. Annual fee is S$80.00.

Completed membership applications should be made on FPAS Individual Membership Application Forms submitted with cheques made payable to "Financial Planning Association of Singapore", to any of the approved education providers together with course enrolment applications

 

 

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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.

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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