Awarded by the Singapore College of Insurance under licence from e American College 2019 Nurturing Asia’s Best ® ChFC /S CHARTERED FINANCIAL CONSULTANT ® For funding details, please refer to page 5 inside. This self-study programme has been accredited by The Institute of Banking and Finance (IBF) under the IBF Standards
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CHARTERED FINANCIAL CONSULTANT - scicollege.org.sg · • For Singapore Citizens For all IBF-STS programmes commencing on or after 1 July 2016, Singapore Citizens aged 40 years old
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Awarded by the Singapore College of Insurance under licence from The American College
2019
N u r t u r i n g A s i a ’ s B e s t
®ChFC /SCHARTERED FINANCIAL CONSULTANT ®
For funding details, please refer to page 5 inside.
This self-study programme has been accredited by The Institute of Banking and Finance (IBF) under the IBF Standards
CompreheNsive,Applied
ChFC01: Financial Planning: Process and Environment
ChFC02: Risk Management, Insurance and Retirement Planning
ChFC03: Tax, Estate Planning and Legal Aspects of Financial Planning
ChFC04: Investments
ChFC05: Plan Construction, Practice Standards and Ethics
ChFC06: Planning for Business Owners and Professionals
ChFC07: Wealth Management and Financial Planning
ChFC08: Financial Planning Applications
ChFC09: Ethics For The Financial Services Professional
Upon passing ChFC01, candidates can apply for the Associate Financial
Consultant (AFC) designation directly with IFPAS, subject to any terms
and conditions as specified by IFPAS.
Upon successful completion of the examination modules within the
specified time frame, candidates will be eligible to use the certification
designation of ChFC®/S, subject to other qualifying requirements being
met, including experience and ethics requirements.
Module titles for ChFC®/S, a Designation awarded by Singapore
College of Insurance (SCI), under licence from The American College
leArNiNg outComes
By the end of the 9 modules, candidates will be able to :
will get a Study Text and one examination sitting for the module registered. Funding is available for first
attempt candidates. Please refer to page 5 for more details. For ChFC08 and ChFC09, candidates must
attend a 14-hour and 2-hour tutorials respectively, conducted by SCI.
examination Fees(valid for 2019)
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ChFC01 to ChFC07 (self-study)- Funded under iBF standards training scheme (iBF-sts)With effect from 3 May 2018, the examination component for ChFC01 to ChFC07 has been accredited under the IBF Standards, and is eligible for funding under the IBF-STS, subject to all eligibility criteria being met. Candidates are advised to assess the suitability of the examination module and its relevance to candidates’ business activities or job roles.
• For Singapore Citizens or Permanent Residents IBF-STS provides 70% funding for direct training costs subject to a cap of S$7,000 per candidate per programme
subject to all eligibility criteria being met.
• For Singapore Citizens For all IBF-STS programmes commencing on or after 1 July 2016, Singapore Citizens aged 40 years old and
above will be eligible for 90% co-funding of direct training costs, subject to existing grant caps of S$7,000 per programme.
The above funding scheme is eligible for company-sponsored or non-company-sponsored participants, subject to all eligibility criteria being met. Candidates can only submit the claims upon passing the respective examinations. For more details, you may refer to the IBF Website via: www.ibf.org.sg
IBF-STS Claims Submission for Non-Company-Sponsored Track Claims for Non-Company-Sponsored participants of IBF-STS programmes shall be submitted by the IBF- STS accredited training provider within 3 months from the date of completion of the programme.
IBF-STS Claims Submission for Company-Sponsored Track Claims for IBF-STS programmes are to be compiled and submitted according to two half-yearly claim cycles, within three calendar months from the end of each qualifying period:
(i) Claim Cycle 1: 1st July to 30th September - For programmes completed from January to June of the same calendar year;and
(ii) Claim Cycle 2: 1st January to 31stMarch-ForprogrammescompletedfromJulytoDecemberofthepreviousyear.
Find out more on www.ibf.org.sg
ChFC08 - Funded under iBF standards training scheme (iBF-sts)With effect from 1 June 2018, ChFC08 - Financial Planning Applications has been accredited under the IBF Standards and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Available for a period, this funding is applicable only for the first assessment attempt and candidates may be self or company-sponsored.
ChFC09 - Funded under iBF standards training scheme (iBF-sts) With effect from 13 July 2018, ChFC09 - Ethics for the Financial Services Professional has been accredited under the IBF Standards and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Available for a period, this funding is applicable only for the first assessment attempt and candidates may be self or company-sponsored.
Funding (applicable only for first examination attempt)
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Compulsory 14-hour & 2-hour tutorial schedule for ChFC08 & ChFC09Note: ChFC08 and ChFC09 should be registered in the same intake
2019 Schedulefor ChFC08 & ChFC09
1st Intake 2nd Intake 3rd Intake 4th Intake
Class 1 11 & 12 Feb 2019 3 & 4 Apr 2019 3 & 4 Jul 2019 2 & 3 Oct 2019
Class 2 14 & 15 Feb 2019 8 & 9 Apr 2019 8 & 9 Jul 2019 -
Submission of Financial Plan 8 Mar 2019 30 Apr 2019 30 Jul 2019 24 Oct 2019
Assessment Period 18 - 21 Mar 2019 13 - 17 May 2019 13 - 16 Aug 2019 4 - 8 Nov 2019
ChFC08 Case Study Written Assessment
10 Apr 2019 6 Jun 2019 4 Sep 2019 20 Nov 2019
Release of Results for ChFC08 Case Study Written Assessment by Ordinary Mail
10 May 2019 5 Jul 2019 4 Oct 2019 20 Dec 2019
ChFC09 Examination (CSE) 17 Apr 2019 13 Jun 2019 11 Sep 2019 27 Nov 2019
Information presented on this marketing material is correct at the time of publishing. However, changes to the programme contents, dates, time, duration and venue can occur owing to unforeseen circumstances. Every effort will be made to inform all candidates of such changes on a timely basis.