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Financial Planning Practitioners’ Programme (FPPP)

Programme Overview

BILIF is an official licensing examination centre for the purpose of the licensing requirement under the Securities Markets Order, 2013.

The Financial Planning Practitioners’ Programme (FPPP) was formulated specifically to address the licensing requirement for financial planners with the guidance and support of BDCB as the regulatory authority as well as TAP for SPK session to cover the minimum knowledge and skills expected of a competent financial planner.

The workshop consists of two parts. theory and skills which will be followed by assessments to ensure the financial planners demonstrate the necessary competency required to serve the public effectively.

Programme Objectives

  • Demonstrate profound knowledge and understanding of financial planning.
  • Understand various financial ratios used for financial planning.
  • Identify various goals for consideration in financial planning.
  • Cash management and budgeting, time value of money, investment planning, risk management, insurance planning and estate planning.
  • Provide solutions and recommendations to achieve financial goals.

Who is this Programme for?

  • Individuals interested to apply for licensing from BDCB under investment/investment-linked advice.
  • Individuals who are selling investments and/or investment-linked insurances.
  • Individuals interested to become a financial planner.

Programme Schedule

Date Time
20 – 23 May 2024 Theory*
26 May 2024 Examination
27  – 30 May 2024 Skills Training
3 – 4 June 2024 Skills Assessment

  • Two (2) hours examination consisting of 100 multiple choice questions
  • The passing mark of the examination is 65%

Your Investment

Package Stakeholder Non Stakeholder
Normal Price $2,200.00 $2,850.00

 

Download Brochure Here

Bookings

Bookings are closed for this event.

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