PC105S036: CPF Policies that All Salespersons should know (CPFP) [Singapore Mortgage Planner Course (SAMP) Module 3]
Category: Structured Learning (3 training hours awarded)
Course Duration: 3.0 hours
UTAP Funding:
Course Synopsis
The Central Provident Fund (CPF) is a comprehensive social security savings plan that many Singaporeans and Permanent Residents rely on for their retirement, healthcare and homeownership needs. This course will focus on CPF policies concerning property ownership. It will equip participants with the essential knowledge of CPF policies relating to homeownership for both HDB and private properties.
Learning Objective(s):
- Differentiate the various CPF policies that affect property purchase and calculate the CPF Housing Withdrawal Limits.
- Examine the insurances relating to property under the CPF Schemes.
- Interpret the various implications in the event of the death of owners, divorce and bankruptcy.
- Evaluate tax obligations and planning for property agents.
- Assess how the CPF Retirement Sum affects property investment & its impact on retirement.
Trainer Profile
Mr Shawn Yap
Shawn is a seasoned financial planning professional with over 20 years of experience in holistic financial planning, independent advisory, and wealth management. Since 2000, Shawn has been committed to elevating the standards of wealth advisory to a level of professionalism comparable to doctors and lawyers, emphasizing the duty to act in clients’ best interests.
As the founder of Client Owned Adviser® and a dedicated trainer at the Singapore Insititute of Estate Agents (SIEA), Shawn’s mission is to create an open and comprehensive platform for researching and developing wealth strategies. His expertise spans financial planning, investment analysis, estate planning, and property investment strategies.