IBF-FTS PROGRAMME
Master CPF Retirement Planning and Apply It Confidently With Clients
Retirement Planning with CPF Projection Toolkit is a practical one-day programme that helps financial practitioners turn CPF knowledge into structured retirement projections and more confident client conversations.
GET UP TO $500 IBF-FTS FUNDING*
*Subject to eligibility — ibf.org.sg/IBF-FTS
1,200+
Financial Practitioners Trained
100+
Classes Conducted
9.5/10
Average Recommendation Rating
FROM KNOWLEDGE TO APPLICATION
Knowing CPF rules isn't the same as building a retirement plan clients can understand and trust
✓ Apply key CPF rules across different life stages — including retirement sum in RA, CPF LIFE, below-55, above-55 and self-employed scenarios
✓ Use a structured, repeatable planning process — from fact-find to retirement projection and income-gap analysis
✓ Project CPF balances across different scenarios — and see how different decisions may affect retirement outcomes
✓ Explain the numbers with greater clarity and confidence in client conversations
FIND YOUR FIT
Who Should Sign Up?
✓ Experienced practitioners looking for a breakthrough — turn years of experience into a repeatable process that wins bigger, higher-value cases
✓ New practitioners seeking confidence — the CPF Projection Toolkit gives you a clear, guided way to lead retirement planning conversations
✓ Practitioners looking to specialise — become the CPF and retirement planning expert that your peers and clients turn to
✓ Practitioners who want to engage clients with concrete figures — let the numbers make your case
HOW IT WORKS
The Hamburger Approach
Three layers, one structured sequence — framework, toolkit, then a resilience check,
so nothing in your plan is left to guesswork.
Weighs CPF, CPF LIFE, and income streams against a client's expected retirement expenses — surfacing exactly where the gaps are, with enough clarity for clients to act
The structure that guides every client conversation, start to finish
7.Point Retirement Planning Framework
The resilience check that helps ensure every plan is bulletproof, watertight
S.U.R.E. Checks
THE LEARNING EXPERIENCE
Practitioner-Led · Hands-On · Supported Beyond the Classroom
1 Toolkit · 2 Client-Ready Reports · 3 Client Profiles
Learn the concepts, apply the toolkit across three client profiles, and strengthen each plan with S.U.R.E. Checks.
PROPRIETARY CPF PROJECTION TOOLKIT · YOUR PERSONALISED COPY
Apply the CPF Projection Toolkit during the programme to turn CPF knowledge into structured retirement projections and clearer client conversations.
Pull together CPF balances, retirement sum in RA, CPF LIFE, retirement resources and income streams into two client-ready reports: the CPF 55/65 Report and Retirement Planning Report.
Built on a toolkit that's continually updated as CPF rules evolve, helping you apply what you learn beyond the programme.
A glimpse inside the toolkit — 9 worksheet tabs that integrate CPF into a structured retirement plan
PROGRAMME FEES
Programme Fees & IBF Funding
This course is recognised under the IBF-FTS, subject to eligibility. Details: ibf.org.sg/IBF-FTS
Eligible participants pay only the applicable nett course fee after IBF-FTS funding.
FULL COURSE FEE · S$1,000
SINGAPORE CITIZENS AGED 40 & ABOVE
S$500
Nett Course Fee
Up to 70% IBF-FTS funding, capped at S$500
SINGAPORE CITIZENS BELOW 40
OR SINGAPORE PERMANENT RESIDENTS
S$700
Nett Course Fee
After 30% IBF-FTS funding
9.5/10 AVERAGE RECOMMENDATION RATING
Why Top Financial Practitioners Recommend This Programme
Based on 1,000+ course evaluations
JASLYN NG
4X TOT | 6X COT | 9X MDRT
“The CPF Projection Toolkit that Kevin developed is one of the most client-friendly tools I’ve seen. With just a few data points, it provides clarity in minutes.
The toolkit is plug-and-play, visually intuitive, and instantly helps clients understand where they stand and most importantly, next steps.
One success story: A client in her early 50s thought she was ‘all set’ for retirement… Then we mapped it all out: CPF balances, policy values, projected timeline. By the end of that conversation, she saw the gaps clearly and walked away with a 5-digit regular premium policy.
If you’re a Financial Consultant who wants to go beyond the extra mile and create real clarity and impact for your clients, I would strongly recommend this CPF Retirement course.”
RYAN TAN
6X MMDA | 7X MDA | 9X MDRT
“I want to especially commend Kevin for putting together this impactful training and generously sharing his own kept secrets. His knowledge on CPF changes is both current and comprehensive, and the toolkit he created is simply brilliant.
This CPF Projection Toolkit is a game-changer, enabling us to assist clients in mapping out their retirement with clarity. Personally, I’ve used it in all my retirement planning meetings, and clients love that they can see their numbers clearly. This opens the door to address any gaps while they’re still economically active, giving them the best chance to secure their future.
Highly recommend that all FCs bring their clients through this process, it will be immensely beneficial for both your clients’ retirement success and your own professional growth.”
MEET YOUR TRAINER
Kevin Koh, CFP® ACLP
30+ years in financial planning
Creator of the CPF Projection Toolkit
1,200+ financial practitioners trained
Kevin brings over 30 years of financial planning experience to the classroom. As Principal Trainer of Level Up Academy and creator of the CPF Projection Toolkit, he helps financial practitioners integrate CPF into structured, comprehensive retirement planning conversations.
His programmes combine current CPF knowledge, proprietary planning frameworks and hands-on application — so participants leave with tools they can use with clients.
PRIVATE INTAKES FOR AGENCIES
Bring The Programme to Your Team
Exclusive team intake
Create a focused learning environment for your team
Flexible scheduling
Choose a suitable course date, subject to availability.
Extended learning and client engagement Receive an exclusive two-hour post-course follow-up session, plus a complimentary speaking engagement by Kevin for your client seminar on Navigating Your CPF for Retirement.
BEFORE YOU REGISTER
Frequently Asked Questions
READY TO TAKE THE NEXT STEP?
Turn CPF Knowledge into
Clearer Client Conversations
Join Retirement Planning with CPF Projection Toolkit and learn to integrate CPF into a structured, comprehensive retirement planning process.
Full-day classroom programme · CPF Projection Toolkit included · IBF-FTS funding subject to eligibility
Helping financial practitioners integrate CPF into comprehensive retirement planning.
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