Certification for Financial Planners

Applicant must meet the stipulated qualifying criteria fully and abide by the Code of Conduct & Ethics of a financial services representative under the licensing of the Monetary Authority of Singapore. Other Terms and Conditions apply - refer to Application Form for full details.

 

How to apply and submit? Download the Application Form.

(Note: Fees paid are non-returnable in the event application is rejected for failing to meet the qualifying criteria fully.)

Associate Specialist in Estate Planning- ASEP®

Download Application Form

Associate Specialist in Financial Education - ASFE®

Download Application Form

Associate Financial Wellness Coach - AFWC

<Updates forthcoming>

ASEP®, ASFE®, ASFC® are registered trademarks of Wealth Hub Pte Ltd. Any use without written permission is a violation of existing intellectual property laws.

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