Join Us
Financial Advisers position is open to all who meet the following:
- Singapore citizen and PR
- 21 years or older
- Minimum four 'O' level credits
Training will be provided to obtain the following certificates before the new IFAs can start business:
- Module 5 - CMFAS Regulation
- Module 8 - Collective Investment Schemes
- Module 9 - Life Insurance
- Health Insurance
The optional certificates that IFAs may decide to obtain are:
Certificate in General Insurance - to sell general insurance
Module 8 - Unit Trusts : To sell unit trust
The Financial Planners position is open to all who meet the general criteria and who obtain the following:
- Associate Financial Consultant (AFC)
- Associate Financial Planner (AFP)
New IFPs will be trained to obtain the Chartered Financial Consultant or Certified Financial Planner (CFP) titles.