Finerty Academy

[𝟏𝟎-𝐌𝐢𝐧 𝐑𝐞𝐯𝐢𝐬𝐢𝐨𝐧] 𝐂𝐨𝐦𝐦𝐨𝐧 𝐌𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐬 𝐨𝐟 𝐂𝐏𝐅 𝐋𝐈𝐅𝐄

CPF LIFE (Lifelong Income For the Elderly) is a compulsory annuity scheme under Singapore’s Central Provident Fund (CPF) designed to provide Singaporeans and Permanent Residents with a lifelong monthly payout during their retirement years. It aims to ensure that individuals do not outlive their retirement savings, offering financial security in old age

https://www.finerty.com.sg/cpf-life-10-min-quick-revision-common-misconceptions/

Learn more about the CFP® Programme: https://www.finerty.com.sg/financial-planning-courses/cfp-programmes/

The 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐞 𝐨𝐟 𝐁𝐚𝐧𝐤𝐢𝐧𝐠 𝐚𝐧𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 (𝐈𝐁𝐅) 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 is a quality mark for finance professionals who have successfully met the requirements through IBF-STS accredited training programmes.

By passing CFPⓇ Module 1, Financial Advisors may earn 2 professional titles, 𝐀𝐅𝐏ᶜᴹ 𝐚𝐧𝐝 𝐈𝐁𝐅𝐐. For Financial Advisors who have met the required industry experience and skills, they may level up to earn the 𝐈𝐁𝐅 𝐀𝐝𝐯𝐚𝐧𝐜𝐞𝐝 (𝐋𝐞𝐯𝐞𝐥 𝟐 𝐚𝐧𝐝 𝟑).

𝐍𝐞𝐱𝐭 𝐂𝐅𝐏®️ 𝐞𝐱𝐚𝐦 𝐜𝐲𝐜𝐥𝐞 𝐢𝐬 𝐨𝐩𝐞𝐧 𝐟𝐨𝐫 𝐫𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧. https://www.finerty.com.sg/financial-planning-courses/cfp-programmes/

[𝟏𝟎-𝐌𝐢𝐧 𝐑𝐞𝐚𝐝] 𝐓𝐚𝐩𝐩𝐢𝐧𝐠 𝐢𝐧𝐭𝐨 𝐭𝐡𝐞 𝐆𝐫𝐨𝐰𝐢𝐧𝐠 𝐌𝐚𝐫𝐤𝐞𝐭 𝐟𝐨𝐫 𝐒𝐡𝐚𝐫𝐢𝐚𝐡-𝐂𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐭 𝐏𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐢𝐧 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞.

Singapore is strategically located between major centres of Islamic banking and finance, such as Indonesia, Malaysia, and Brunei, offering opportunities to serve a vast 300 Million Muslim population in the region.

https://www.linkedin.com/pulse/tapping-growing-market-shariah-compliant-products-wkttc/

⭐ *Become CFP®️ Certified Today!* Sign up for the November Exam Cycle. Registration closes on 30 Sep 2024.

🎯 IBF-STS Funding up to 70%
🎯 UTAP Funding up to $500 for NTUC members
🎯 Zero-Cash outlay with Skillsfuture credit

Exam Schedule:
https://www.finerty.com.sg/financial-planning-courses/cfp-programmes/cfp-exam-schedule/

Certification Process:
https://www.finerty.com.sg/financial-planning-courses/cfp-programmes/cfp-certification-process/

Pm us for more details!

Meet Ivan Yeow, a Financial Advisor from Advisor's Clique, Great Eastern, on how he benefited from the CFP® programme

Meet Alson Boo, a CIO with over 10 years of industry experience on how he benefited from the CFP® programme 😄

𝐉𝐮𝐥𝐲 𝐂𝐅𝐏® 𝐄𝐱𝐚𝐦 𝐢𝐬 𝐟𝐢𝐧𝐚𝐥𝐥𝐲 𝐨𝐯𝐞𝐫! 𝐖𝐡𝐞𝐧 𝐰𝐢𝐥𝐥 𝐈 𝐤𝐧𝐨𝐰 𝐦𝐲 𝐞𝐱𝐚𝐦 𝐫𝐞𝐬𝐮𝐥𝐭?

NEW on Our Website! CFP® Frequently Asked Questions:

1. When my exam result will be released? https://www.finerty.com.sg/certified-financial-planner-exam-result/

2. How do I apply for my CFP® Certification?
https://www.finerty.com.sg/cfp-certification-process/

3. What topics are covered in the CFP® modules?
https://www.finerty.com.sg/cfp-modules/

4. When is the next CFP® exam date?
https://www.finerty.com.sg/cfp-exam-schedule/

[𝐒𝐞𝐥𝐞𝐜𝐭𝐞𝐝 𝐀𝐫𝐭𝐢𝐜𝐥𝐞] 𝐌𝐢𝐥𝐤 𝐏𝐨𝐰𝐝𝐞𝐫 𝐂𝐡𝐞𝐜𝐤𝐞𝐝, 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐏𝐥𝐚𝐧𝐧𝐞𝐝? 𝐀 𝐍𝐞𝐰 𝐏𝐚𝐫𝐞𝐧𝐭'𝐬 𝐆𝐮𝐢𝐝𝐞

Congratulations, new parents! Bottles sterilized, diapers stocked, milk powder on hand... but have you thought about baby insurance?

This article from the Straits Times sparks a crucial conversation: beyond the essentials, how can you secure your little one's future? Link: https://www.straitstimes.com/business/invest/milk-powder-check-insurance-plans-for-baby

𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐲 𝐛𝐚𝐛𝐲 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐦𝐚𝐭𝐭𝐞𝐫𝐬:

a) Peace of mind: Unexpected medical situations can be stressful (and expensive!). Insurance offers financial protection for your child's health.
b) Early planning: Starting early ensures lower premiums and allows your child's coverage to grow with them.
c) Long-term security: Investing in your child's future health and education sets them up for success.

Don't let planning get lost in the newborn whirlwind! Read the article and get a head start on securing your baby's well-being.

Your preparation will meet success. You've done the work and now it's time to shine!

We wish you the very best for your CFP® examinations.

Find out more about the CFP Certification Process: https://www.finerty.com.sg/cfp-certification-process/

[𝐒𝐞𝐥𝐞𝐜𝐭𝐞𝐝 𝐀𝐫𝐭𝐢𝐜𝐥𝐞𝐬] 𝐅𝐞𝐞𝐥𝐢𝐧𝐠 𝐨𝐯𝐞𝐫𝐰𝐡𝐞𝐥𝐦𝐞𝐝 𝐛𝐲 𝐦𝐨𝐧𝐞𝐲 𝐦𝐚𝐭𝐭𝐞𝐫𝐬? 𝐘𝐨𝐮'𝐫𝐞 𝐧𝐨𝐭 𝐚𝐥𝐨𝐧𝐞! 𝐁𝐮𝐭 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐝𝐨𝐞𝐬𝐧'𝐭 𝐡𝐚𝐯𝐞 𝐭𝐨 𝐛𝐞 𝐜𝐨𝐦𝐩𝐥𝐢𝐜𝐚𝐭𝐞𝐝.

This guide from the CPF Board Singapore is packed with practical tips to help you take control of your finances: https://www.cpf.gov.sg/member/infohub/educational-resources/basic-financial-planning-guide-to-help-with-your-finances

𝐇𝐞𝐫𝐞 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐤𝐞𝐲 𝐭𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬:
a) Budgeting Basics: Learn to track your income and expenses and create a budget that works for you.
b) Saving Strategies: Discover smart ways to save for your goals, whether it's a dream vacation or a secure retirement.
c) Debt Management: Get tips on tackling debt and building a solid financial foundation.

Empowering yourself financially is the key to a brighter future! Take charge of your money today.

Believe in yourself and trust the process. You've prepared for this moment!

We wish you the very best for your CFP® examinations.

Find out more about the Exam Results Release Process: https://www.finerty.com.sg/certified-financial-planner-exam-result/

[𝐒𝐞𝐥𝐞𝐜𝐭𝐞𝐝 𝐀𝐫𝐭𝐢𝐜𝐥𝐞𝐬] Planning for your child's future is key, but overseas study costs can be a hidden drain. A recent article found unplanned expenses can deplete Singaporean parents' retirement savings by 30%!

Don't let dreams turn into debt! This article provides crucial info for Singaporean families:
a) Smart Saving Strategies for Study Abroad Funds
b) Breakdown of Overseas Education Costs

Support your child's goals AND your financial security. Read the full article for valuable tips! Link to article: https://www.straitstimes.com/business/failure-to-plan-for-overseas-studies-can-deplete-retirement-savings-of-s-pore-parents-by-30-hsbc

The CFP® exams are nearing. With dedication, you will succeed. Be open to possibilities, give your best and soar to greater heights!

We wish you the very best for your CFP® examinations.

Find out more about the CFP Exam Schedule: https://www.finerty.com.sg/cfp-exam-schedule/

𝐇𝐚𝐯𝐞 𝐲𝐨𝐮 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫𝐞𝐝 𝐟𝐨𝐫 𝐨𝐮𝐫 𝐮𝐩𝐜𝐨𝐦𝐢𝐧𝐠 𝐖𝐞𝐛𝐢𝐧𝐚𝐫?

Finerty Academy invites visionary minds to join us as Programme Partners!

We have invited the Co-Founder of Finerty Academy for a Meet & Greet Session, to share more on the opportunities to join our pool of trainers.

Register: https://bit.ly/programmepartnerwebinar

Participate in real-life complex planning scenarios to gain insights into how to handle complicated client questions under pressure.

KASHGROWTH

𝐅𝐢𝐧𝐞𝐫𝐭𝐲 𝐀𝐜𝐚𝐝𝐞𝐦𝐲 𝐢𝐧𝐯𝐢𝐭𝐞𝐬 𝐯𝐢𝐬𝐢𝐨𝐧𝐚𝐫𝐲 𝐦𝐢𝐧𝐝𝐬 𝐭𝐨 𝐣𝐨𝐢𝐧 𝐮𝐬 𝐚𝐬 𝐏𝐫𝐨𝐠𝐫𝐚𝐦𝐦𝐞 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬!

Are you passionate about reshaping the future of education and making a lasting impact through teaching and mentoring?

We have invited the Co-Founder of Finerty Academy for a Meet & Greet Session, to share more on the opportunities to join our pool of trainers.

Register early to reserve a spot today: https://bit.ly/programmepartnerwebinar

🌟 Experience the transformative power of reflection and active learning 📚 Our approach goes beyond mere instruction – we believe in fostering deep understanding and long-term retention through reflection and engagement.

Here's how it works:
🔍 Reflection: Take the time to pause, ponder, and internalize the concepts you've learned. Our program encourages regular reflection to deepen your understanding and connect the dots between theory and practice.

🤔 Active learning: From case studies to role-plays, our engaging exercises keep you actively involved in the learning process, enhancing retention and comprehension.

🚀 Continuous improvement: Our program provides ample opportunities for self-assessment and feedback, empowering you to identify areas for improvement and strive for excellence.

Experience the power of reflection and active learning firsthand and unlock your full potential. Learn more now!

We’re dedicated to nurturing the next generation of client-centric financial experts! Our comprehensive training
program goes beyond the numbers, focusing on honing the skills you need to prioritize your clients' needs and goals, above all else.

Don't miss out on this incredible opportunity – join us today and unleash your potential as a client-centric financial planner! Learn more and enroll now.

📋 Dive into the KASHGROWTH® Programme and experience a revolutionary approach to learning and implementation.

Here's why our master one-page frameworks are a game-changer:

🚀 Comprehensive yet concise: Get all the essential information you need in a single page, saving you time and eliminating overwhelm.

💡 Clarity and focus: Stay laser-focused on your objectives with our streamlined frameworks. Each page is meticulously designed to provide clear guidance and direction, ensuring you stay on track and achieve your goals efficiently.

Embrace the power of simplicity and streamline your learning and implementation process with our master one-page frameworks. Join the KASHGROWTH® Programme today and experience the difference for yourself.

📝 Discover the power of condensed yet impactful information designed to accelerate your learning journey.

With one-pagers, you'll enjoy:
🚀 Efficiency: Say goodbye to lengthy materials! One-pagers deliver key insights in a concise format, saving you time and energy while maximizing learning
potential.

💡 Focus: Stay on track and absorb information more effectively with one-pagers’ laser-focused content. Say hello to enhanced retention and comprehension!

🌱 Flexibility: Whether you have a few minutes or a spare hour, one-pagers fit seamlessly into your busy schedule, allowing you to learn anytime, anywhere.

Embrace the simplicity and effectiveness of one-page framework today and watch your knowledge soar to new heights.

Expand your financial horizons with the KASHGROWTH® Programme's extensive library of concepts. From asset allocation to risk management, retirement planning to insurance planning, we cover it all. Get ready to sharpen your skills and become a master of your financial future!

🚀 Ready to elevate your financial planning game? The KASHGROWTH® Programme simplifies complex frameworks into master frameworks, empowering you to make strategic decisions with ease. Whether you're a beginner or a seasoned pro, our program has something for everyone. Let's embark on this journey together!

🌟 Seeking to enhance your financial planning expertise? With the
KASHGROWTH® Programme, you'll unlock your ultimate solution for mastering client engagements!

📝 Proven scripts: Say goodbye to guesswork! Our meticulously crafted scripts empower you to navigate client conversations with confidence.

🖥 Engaging presentations: Captivate your clients with dynamic presentations that simplify complex concepts and leave a lasting impression.

📋 One-page master framework: Streamline your clients' financial planning needs with our easy-to-use frameworks, designed to optimize efficiency and clarity.

Join the KASHGROWTH® Programme today and embark on a journey to success.

Me & My Money: Strategizing for Retirement Years Ahead. Secure Your Future with Smart Financial Planning! 💼🌅

Source: The Straits Times https://str.sg/9v2P

CFP® professionals adhere to the highest ethical standards and are committed to acting in their clients' best interests at all times. They are held to a fiduciary standard, which means they must prioritize their clients' interests above their own. This commitment to integrity and transparency is a hallmark of the CFP® designation