The Diploma in Personal Financial Planning (DPFP) programme provides financial advisory professionals with the requisite knowledge and skills of the processes, tools and concepts of financial planning, tax and investment planning. It also serves as an interim qualification and creates a seamless education progression pathway for SCI’s candidates to achieve the premier professional designation of Chartered Financial Consultant®/Singapore (ChFC®/S).

For Whom
The programme is suitable for Financial Planners or Life Insurance Advisers, Relationship Managers, Bancassurance Staff and other insurance professionals whose job responsibilities require in-depth knowledge of financial planning principles, practices and products. It is also a go-to choice for those wishing to obtain a professional financial planning qualification for their career advancement.

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Tutorial Schedule for ChFC01/DPFP01-ChFC07 (Intake 1)

Tutorial Schedule for ChFC01/DPFP01-ChFC07 (Intake 2)

Tutorial Schedule for ChFC01/DPFP01 - ChFC07 (Intake 3)

Tutorial Schedule for ChFC01/DPFP01 - ChFC05/DPFP05 (Intake 4)

Table 6 : Schedule for DPFP05E - January to December 2024

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Please read the Exemption Policies and Requirements thoroughly before completing the Application Form for Exemption Review for ChFC®/S.

I - EXEMPTION POLICIES

1. The maximum number of exemptions to be granted to any one candidate is 5 modules, regardless of the number of qualifications held by the candidate.

2. Once an exemption has been granted, the candidate must register for the ChFC®/S Programme within 30 days from the date of the exemption letter. If there is no registration of the ChFC®/S Programme within the 30 days’ period, the candidate will need to re-apply for exemption as a fresh application.

3. A candidate can apply for exemption at any stage during his/her study. However, there will not be any fee refund for any study text already purchased or course already registered for.

4. Should the candidate decide to apply for exemption after the first registered examination date, the time bar for completion of the ChFC®/S Programme will still start from the examination date which the candidate first registered to sit for.

II - REQUIREMENTS TO QUALIFY FOR EXEMPTION

To qualify for any relevant exemption, the applicant’s qualification in consideration must meet all of the following requirements:

1. The qualification / subject(s) in consideration must match at least 80% of the syllabus of SCI ChFC®/S module to be exempted, and their assessment / examination must be of comparable standard to SCI assessments / examinations with a minimum of70% match to SCI assessment / examination process.

2. The applicant must have obtained the qualification for not more than 10 years from the date of application.

3. The qualification is awarded by an institution or professional body recognised by SCI.

4. The qualification is of an equivalent or of a higher academic standard than that of SCI qualification. The subject in the applicant’s qualification must have been obtained by the applicant by taking the examination and not by exemption or transfer of credit from a course or programme previously taken.

5. Partial qualification obtained from any other institution or professional body will not be considered for exemption. SCI will notentertain any enquiry or appeal in this respect.Exemptions are granted for the following:

#For CFP Holder (FPAS) pursuing the DPFP, you are required to complete DPFP05 and DPFP05E.

*Subject to completion of five designated modules (Retirement Planning, Tax & Estate Planning, Risk Management & InsurancePlanning, Financial Plan Construction, Managing Your Personal Finances) under the Finance Electives and University Core Courses.

To apply for exemption, please login to your SCI user Account at: https://www.scicollege.org.sg/Account/Login. After youlogin, at the Dashboard please select “Apply for Exemption” and complete the application. In your submission, you are required toupload your VALID e-certificate, or a scanned copy of the original Certificate together with a Letter of Good Standing, if applicable,issued by the certifying organisation, which will be subject to our verification for authenticity before we approve your application.

The application will not be processed if the processing fee is not paid in full and the supporting documentary evidence is notsubmitted to SCI within 5 working days from the date of application.

Besides the above exemptions, no other exemption requests will be entertained.

Grievance Procedure / Dispute Resolution

The SCI is committed to providing prompt and efficient channels for candidates to seek resolution for their dispute and grievance. A candidate’s dispute or grievance may arise from any experience aspect at the SCI which the candidate believes to be unfair, unjust or unreasonable. The SCI’s policies and procedures will take precedence over the dispute and grievance process. A candidate who is seeking dispute or grievance resolution must follow the 3-step Dispute and Grievance Resolution Process as outlined below. Each step must be completed before going to the next step.

STEP 1

Send an e-mail to Officer-In-Charge of the Programme via talk2us@scidomain.org.sg. The e-mail will be acknowledged within 3 working days. The Officer-In-Charge will investigate the dispute or grievance and provide a resolution to the candidate within 20 working days from date of receipt of the e-mail. The SCI will make an effort to seek resolution at operational level. In all correspondence with the SCI, the candidate must provide the following contact information:

• Full Name (as in NRIC);
• Student ID (as assigned by the SCI);
• Contact Number: Office & Mobile; and
• Programme Title & Modules/Subjects.

STEP 2

In the event that the resolution rendered is not resolved or unsatisfactory, the candidate may escalate the dispute or grievance to the Head of Department (HOD). The HOD will investigate the dispute or grievance and will provide a resolution to the candidate within 5 working days from date of appeal.

STEP 3

If a mutually amicable resolution cannot be found, the candidate may file an appeal with the SCI’s Chief Executive. The Chief Executive will investigate the dispute or grievance from an independent perspective, and will work with the SCI’s Senior Management to offer a resolution within 5 working days from the date of appeal to the Chief Executive.

In the event that the candidate and the SCI are unable to resolve the dispute or grievance amicably, either party may approach the CPE’s Student Services Centre (SSC) for help. The officers at the SSC will review the issues and may refer the dispute to the CPE Mediation-Arbitration Scheme. If the dispute is not resolved through mediation at the Singapore Mediation Centre, the dispute will be referred for arbitration by an arbitrator appointed by the Singapore Institute of Arbitrators.

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