Home > Singapore > Singapore > Financial Perspectives

Financial Perspectives

Financial Perspectives

Share

To date, FP remains the market leader and preferred Education Provider of the CFP® Professional Certification Program in Singapore.

We envision to be the Centre for Excellence in financial education in Singapore and in Asia, where every financial services professional can be trained and equipped with the competency to exhibit Professional Excellence & Ethics. FP established since 1999, pioneered the CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Program in Asia and became the first and original approved Education Provider o

21/06/2026

A client may look wealthy on paper but still leave the family with a liquidity problem.

Property, business shares, and investments may not be immediately accessible when cash is needed most.

Estate and legacy planning should not only ask:
What does the client own?

It should also ask:
What will the family need — and when will they need it?

This week, review one client case through the lens of liquidity, timing, and family readiness.

🌐 www.fp-edu.com
📱

Hashtags:

19/06/2026

Ask me about pork cuts for soup or kung pao, and I'm your expert. Left liver or right? Braise, steam, or fry with chili? I know it all. But bring up investment? That's a whole different story. I truly don't know. An Accredited Investor (AI) forgo significant regulatory protection - if Mr Heng don't know what he invests in - should he opt-in as an AI?

18/06/2026

CPF Life is a good scheme, but it might not cover your desired retirement income if your expected standard of living is higher than what CPF LIFE can pay. Plan beyond CPF LIFE to bridge the potential shortfall and secure your financial future.

18/06/2026

Many believe retirement means stopping work and "enjoy life", but it's actually about having a CHOICE and freedom to pursue passion and personal satisfaction, and not to work for income just to live another day. Planning ensures you can pursue meaningful activities, even if they don't pay. Without passive income, you might be unable to enjoy your chosen pursuits. True retirement planning is about having a CHOICE, and securing the freedom to do what you love, always.

07/06/2026

Many clients think retirement planning begins with a target retirement age.

But the deeper question is:
How long must the income last, and what risks can weaken it?

Longevity, inflation, healthcare needs, family responsibilities, and market conditions all shape retirement confidence.

This week, help one client move from a retirement date to a retirement income conversation.

🌐 www.fp-edu.com
📱

Hashtags:

Photos from Financial Perspectives's post 04/06/2026

SME owners are often focused on growth, cashflow, staff, customers, and daily operations.
But continuity planning can begin with one important question:
If you could not run the business for six months, what happens next?
That single question can open a deeper conversation around:
• key person risk
• succession
• ownership transfer
• family income dependence
• business liquidity
• continuity planning
Good advisers do not only ask what the business is worth.
They also ask what happens if the owner is no longer able to lead it.
🌐 www.fp-edu.com
📱









01/06/2026

A professional adviser should not rush to recommend.

The stronger question is:
What problem are we really solving?

Before discussing products, clarify the client’s objective, timeline, constraints, risk exposure, and trade-offs.

This week, take one client conversation deeper.

FP — Centre for Professional Excellence in Advisory Competency & Ethics
🌐 www.fp-edu.com
📱


25/05/2026

Beyond Knowledge: Becoming a Trusted Advisor 🤝

The conversations about estate planning, retirement, and business succession are already happening. The real question is: Are you in the room for them?

When advisors plateau at MDRT, it's often because their toolkit hasn't kept pace with their clients' growing financial complexities. Earning credentials like the CFP® or mastering the SME landscape shifts how you are perceived—moving you from a product provider to a trusted partner.

Take a look at our June 2026 line-up of IBF-funded courses. Registration is officially open, but slots are limited.

👉 Head over to fp-edu.com or drop us a WhatsApp message at 81117890 to learn more about course fees and funding eligibility.

15/05/2026

Your client just asked why their ILP has so many charges. Do you have a clear, confident answer?
The ILP Sales Masterclass covers product mechanics, suitability assessments, client communication, and objection handling — everything you need to advise on ILPs compliantly and close with integrity.
📅 26 May 2026 · 2:00pm–6:00pm · High Street Centre
4 CPD Hours · S$500 · IBF-FTS Eligible
Register: fp-edu.com | WhatsApp 81117890
- https://mailchi.mp/fp-edu/sme-masterclass-m4-2-13755122

Claim ownership or report listing
Want your business to be the top-listed Accountant in Singapore?

Click here to claim your Sponsored Listing.

Location

Singapore

Category

Financial planner

Contact the business

Click here to send a message to the business

Telephone

+6581117890

Website

Address

Singapore