Industry experience
You must have a minimum of three years’ relevant industry experience in insurance, wealth management and private banking roles within the financial services industry.
Shared values
IFPAS believes practitioners should maintain the highest personal and professional behaviours to meet community expectations. Our values of integrity, fairness and honesty are the foundation of our objective to deliver positive consumer outcomes and enhance the reputation and credibility of financial advisers.
It is a requirement the practitioners and executives admitted to the HNW Certification share the same attitudes and commitments towards championing professional standards and higher education achievement.
Are you an experienced financial services practitioner with demonstrated expertise in helping clients to fulfill their financial and lifestyle aspirations?
For self-sponsored individual and company-sponsored applications, simply download the enrolment form below and complete your application with the study period you would like to commence your HNW Certification.
For company-sponsored groups, please contact us on +65 3158 4442 to discuss your requirements.
Institute of Banking and Finance (Singapore)
This programme is accredited Level 2 and 3 by IBF under the Skills Framework for Financial Services.
The HNW Certification is a purpose-built programme for experienced financial practitioners, who wish to further their professional career as a recognised Senior Financial Planner within the IBF Skills Framework.
The HNW Certification intakes are designed around six study periods to provide you the freedom to study all year round. It enables you to plan ahead and choose study periods that accommodate your professional and personal commitments.
With a new study period commencing approximately every two months, overlapping slightly from the previous, you can accelerate or pace your learning depending on your circumstances and career goals.
The total HNW Certification programme fee is $7,500, consisting of a one-time registration fee of $300 and six subjects at $1,200 per subject.
The IBF-STS provides course fee subsidies to eligible company-sponsored individuals and self-sponsored individuals who complete training and assessment courses accredited under the Skills Framework for Financial Services.
For wealth management and financial institutions, we welcome your enquiry for customised corporate solutions and pricing.
| Course commencing from 1 January 2022 to 30 June 2022 | |||||
|---|---|---|---|---|---|
| Fees per subject, without Enhanced IBF-STS Funding | Fees per subject, after Enhanced IBF-STS Funding | ||||
| Individual-sponsored | Company-sponsored | ||||
| IBF-STS 80% funding <40 years of age1 | IBF-STS 90% funding ≥40 years of age2 | IBF-STS 80% funding <40 years of age1 | IBF-STS 90% funding ≥40 years of age2 | ||
| Registration Fee3 | $300.00 | $300.00 | $300.00 | $300.00 | $300.00 |
| Tuition Fee | $1,200.00 | $240.00 | $120.00 | $302.80 | $190.65 |
| Training Allowance Grant4 | - | - | - | ($100.00) | ($100.00) |
| Total Fee | $1,500.00 | $540.00 | $420.00 | $502.80 | $390.65 |
| Course commencing prior to 30 June 2021 | |||
|---|---|---|---|
| Fees per subject, without Enhanced IBF-STS Funding | Fees per subject, after Enhanced IBF-STS 90% Funding + 5% IBF credit | ||
| Fees Per Subject | |||
| Fees Per Subject | Self-sponsored | Company-sponsored | |
| Registration Fee* | $300.00 | $300.00 | $300.00 |
| Tuition Fee | $1,200.00 | $60.00 | $134.57 |
| Total Fee | $1,500.00 | $360.00 | $434.57 |
| Course commencing from 1 July 2021 to 31 December 2021 | |||
|---|---|---|---|
| Fees per subject, without Enhanced IBF-STS Funding | Fees per subject, after Enhanced IBF-STS 90% Funding | ||
| Fees Per Subject | |||
| Fees Per Subject | Self-sponsored | Company-sponsored | |
| Registration Fee* | $300.00 | $300.00 | $300.00 |
| Tuition Fee | $1,200.00 | $120.00 | $190.65 |
| Total Fee | $1,500.00 | $420.00 | $490.65 |
1 Citizens <40 years of age and all Permanent Residents, physically based in Singapore.
2 Citizens ≥40 years of age, physically based in Singapore.
3A one-time non-refundable Registration Fee of $300 is payable at the commencement of the programme.
4The Training Allowance Grant (TAG) is available to eligible companies for training programmes commencing before 30 June 2022 and completed no later than 30 September 2022. The TAG for HNW Certification Subjects 1-5 is $100 each (10 training hours at $10/hour), and for Subject 6 is $130 (13 training hours at $10/hour). For more information, please click here.
Prices are inclusive of 7% GST and in Singaporean Dollars.
IBF enhanced funding is for eligible Singaporean Citizens and Permanent Residents. Candidates must meet the IBF requirements for funding otherwise will be liable for the full tuition fees. For more information on funding eligibility please click here.
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