Certified High Net Worth Advisers
The inaugural High Net Worth Certification Graduation Ceremony in May recognised two cohorts of financial practitioners who graduated from the HNW Certification programme. They now hold the Certified HNW Adviser designation.
The HNW Certification programme is provided by the Insurance and Financial Practitioners Association of Singapore (IFPAS) in collaboration with its international education partner and course developer, Kaplan Professional Australia.
It is designed for financial advice practitioners and executives looking to deepen their understanding of Asia-Pacific’s rapidly expanding HNW sector to gain formal recognition of competence and skill in the High Net Worth sector.
Across the region, there is a growing need for advisers to solve increasingly complex problems for their clients and family offices. ASEAN is the world’s fifth-largest economy. And according to a Capgemini Asia-Pacific Wealth Report, Asia-Pacific High Net Worth Individuals’ wealth will surpass US$42 trillion by 2025.
The programme combines international best-practice and local market case studies in family wealth management to equip advisers with the knowledge and expertise to implement a step-by-step process for providing quality financial advice to HNW individuals.
The HNW Certification is accredited Level 2 and 3 by the Institute of Banking and Finance (IBF) under the Skills Framework for Financial Services.
This programme is purpose-built for experienced financial practitioners wishing to further their careers as recognised Senior Financial Planners within the IBF Skills Framework.
For more information on the HNW Certification, visit: hnwcertification.com
If you have a minimum of three years of relevant industry experience in insurance, wealth management, and private banking roles within the financial services industry, the next intake for the HNW Certification commences on 4 July.
You can make the most of enhanced IBF-STS Funding up to 90%.
Fellow Chartered Financial Practitioner (FChFP)
IFPAS and Kaplan Professional Australia also signed a Fellow Chartered Financial Practitioner (FChFP) MOU at the APFinSA 19th Annual General Meeting.
Financial advisers who achieve the international certification Fellow Chartered Financial Practitioner (FChFP) possess the financial planning skills fundamental to delivering quality financial advice.
This was followed by the Asia Pacific Financial Services Association (APFinSA) and IFPAS signing an agreement to better demonstrate to the public the unwavering commitment to professionalism and that financial advisers awarded the FChFP certification possess the knowledge and skills required to successfully meet the rigorous competency and ethical standards of APFinSA.
For more information on FChFP, visit: www.apfinsa.org/certification/
About IFPAS, Kaplan Professional Australia and APFinSA
IFPAS
Since 1969, the Insurance and Financial Practitioners Association of Singapore (IFPAS) has been the leading professional association for financial advisers. We represent the interests of our members on legislative, regulatory and policy-related matters. Our role is to advocate, innovate and inspire on behalf of our members to advance the financial advice profession’s social contribution and positively shape consumers’ perceptions of the financial services industry.
Kaplan Professional Australia
Kaplan Professional is Australia’s leading provider of specialist financial services education and training. We are renowned for the quality of our programmes, practical learning outcomes, dedicated student support and flexible online learning. Our progressive and customer-focused approach has cemented Kaplan Professional Australia’s reputation as the trusted education partner to all the major financial institutions in the country and over 45,000 working professionals annually.
APFinSA
Asia Pacific Financial Services Association (APFinSA) is the largest financial services council in Asia Pacific, represented by nine member associations from Australia, Hong Kong, India, Macau, Malaysia, Philippines, Singapore, Taiwan and Thailand.
Established in 1991, APFinSA serves as the pre-eminent cross-border association to address the critical needs and opportunities of the financial advisory profession in the region. Celebrating its 30th founding anniversary this year, APFinSA is also the organiser of the biennial Asia Pacific Life Insurance Congress (APLIC), which is attended by 5,000-10,000 delegates each time.
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