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  • Calvin Yeo { Hi Patricia, yes I do realize that as I have been really busy!! Will be holding a talk to discuss my portfolio with my ex students tomorrow so will put ... } – Sep 22, 11:05 AM
  • Calvin Yeo { Hi SY, I just double checked, only $155k gets transferred to RA, the rest of your OA and SA will stay as it is. } – Sep 22, 11:04 AM
  • Calvin Yeo { Hi sw, yes that's correct. But it will be at a different rate. See http://mycpf.cp f.gov.sg/Member s/Gen-Info/Con- Rates/ContriRa. htm } – Sep 22, 11:02 AM
  • Patricia { hello Calvin you have stopped updating your investment portfolio for us (readers) to have a peek..now that share prices has gone north, I find it challenging to buy into any ... } – Aug 28, 6:30 AM
  • SY { Let's say in a scenerio as follows: Age: 54 OA: 150K SA: 150K At age 55, OA and SA will close down and 300K will be transferred to RA to ... } – Aug 27, 11:58 AM
  • sw { Hi,if continue working after 55, the monthly cpf contribution will go to OA,MA and SPA . } – Aug 27, 1:42 AM
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Posts Tagged ‘CFP’

Achieved Certified Financial Planner Certification

Following from the previous post Achieved Associate Wealth Planner Certification, I have now successfully completed all 6 modules of the Certified Financial Planner (CFP) Program and now eligible for the CFP mark. The last paper was fully written 3 hours+ paper which tested all the concepts of financial planning. So what does the CFP mark mean? ...

Achieved Associate Wealth Planner Certification

08.29.2012 · Posted in Personal Development

Following up from the previous post Achieved Associate Financial Planner Certification AFP, now I am qualified to become an Associate Wealth Planner. According to the website, here’s what it says The AWPCM is a mid-level professional certification for practitioners with key portfolios in retirement planning and wealth accumulation in addition to their capability to recommend ...

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