Wednesday, September 3, 2025

Kaplan Professional Australia, IFPAS Celebrate Milestone Graduation Of Elite Financial Advisers

KUALA LUMPUR, Aug 28 (Bernama) -- In a strong show of cross-border collaboration and rising professional standards, Kaplan Professional Australia and the Insurance and Financial Practitioners Association of Singapore (IFPAS) marked a key milestone with the graduation of nearly 110 financial advisers from two flagship certification programmes.

Nearly 60 individuals have completed the Fellow Chartered Financial Practitioner (FChFP) Certification — a prestigious credential backed by the Asia Pacific Financial Services Association (APFinSA) and recognised by all of its nine member countries. This inaugural cohort signals a new benchmark in regional advisory excellence.

According to a statement, close to 50 others were certified as High Net Worth (HNW) Advisers in its latest cohort, joining a growing elite of nearly 200 advisers trained to serve affluent clients with advanced wealth strategies.

“There are many certifications in the market, but the FChFP stands apart as the most modern, practice-based financial planning designation in Singapore and the region — backed by Kaplan’s global reputation and regionally endorsed by APFinSA and IFPAS.

“The HNW Certification is equally transformative — it empowers professionals with advanced capability, global perspective, and an ethical lens to deliver deeper value to HNW individuals, allowing them to build meaningful, trust-based relationships through sophisticated strategies and insight,” said Kaplan Professional Australia Chief Executive Officer, Brian Knight.

The FChFP Certification, aligned with Institute of Banking and Finance Singapore (IBF) standards, offers a fast-tracked path to Level 2 or 3 accreditation. Built on real-world, client-centric learning, the programme reflects global best practices in modern financial planning.

Meanwhile, the HNW Certification delivers in-depth expertise in asset protection, wealth structuring, behavioural finance, and high-level client engagement — all critical in today’s evolving advisory landscape.

The success of these programmes comes at a pivotal time for financial services in Southeast Asia, as regulatory reform, digitisation, environmental, social, and governance (ESG) mandates, and rising client financial literacy are driving a shift from product sales to advice-based, professional service models.

-- BERNAMA

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