Certification - Competency Standards

One-time designation fee payment for lifetime use!
No annual renewal  or association membership fee!

The Certification is awarded to learners who have met the competency standards by completing the training, passing the mandatory examination and meeting other qualifying criteria stipulated in the respective area of specialisation.


With effect from 26 August 2016, Singapore Professional Centre and Wealth College (as the Certification Body) shall jointly award the following professional designation:

  • Associate Specialist in Estate Planning - ASEP®

  • Associate Specialist in Financial Education - ASFE®


  • Associate Financial Wellness Coach - AFWC

  • Certified Specialist in Estate Planning - CSEP®

  • Certified Specialist in Financial Education - CSFE®

Certification for financial planners

Certification for non-financial planners

Note: It is serious breach of professional ethics to use any of the above professional designation without formal application and approval of the Certification Body. In the event of such breach, your employer and the licensing authority will be notified.

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