CFP Singapore case studies
CFP Singapore · Put your knowledge to work in context.
The CERTIFIED FINANCIAL PLANNER™ credential is described by the Financial Planning Association of Singapore (FPAS) as "the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice." FPAS itself is a non-profit professional association established on 1st December 1998, dedicated to developing and promoting an industry providing unbiased financial advice to the Singaporean public. Its stated vision is that all Singaporeans have access to responsible and appropriate financial planning advice, pursued by raising industry professional standards through education and a shared code of ethics. The CFP Singapore case studies are 5 cases and about 2,959 words.
1The Product Push at the Fact-Find
Daniel, 34, is a first-time client. He is married with a six-month-old child, services a 310,000 HDB loan, and has combined household income of 9,200 a month.
606 words, about 3 min2The Guarantor Who Wants Retirement at 60
Linda, 57, plans to retire at 60. She earns 7,000 a month, has 350,000 cash, 280,000 in her CPF Retirement Account, and a condominium with a 1.2 million mortgage.
603 words, about 3 min3HPS, DPS and a Self-Employed Gap
Mr Tan, 39, is a self-employed renovation contractor with variable income averaging 120,000 a year. His wife is 36 and they have two children aged six and three.
591 words, about 3 min4The Integrated Shield Upgrade with a Loaded Condition
Mdm Lim, 48, is a regional sales manager earning 150,000 a year. She has hypertension controlled with one medication and a benign thyroid nodule biopsied three years ago.
586 words, about 3 min5The Employer Stock Concentration
Priya, 44, is a senior engineer earning 180,000 a year. Her investment portfolio is 650,000: 390,000 in vested shares of her employer, a listed technology company; 130,000 in a global equity unit trust; 80,000 in a bond fund; and 50,000 cash.
573 words, about 3 min