CFA Singapore Level I Preparatory Programme
Certificates & Courses
Achieve Exam Success with Proper Preparation

The CFA Level I Preparatory Programme is a premiere IBF-accredited programme designed to effectively prepare candidates for the CFA Level I exam. The programme draws heavily from a curriculum curated by industry practitioners and academics across the globe and is a valuable supplement to your CFA Exam preparation.

The CFA Level I exam is known for its intensity and high level of commitment, requiring an investment of over 300 hours spent studying with a low pass rate or 40%. Success lies not only in knowledge acquisition but also in the strategic approach taken in your preparation.

Course Details
LESSONS

20 core sessions

6 revision sessions

TIME

Weekdays: 7:00 PM – 10:15 PM

Saturdays: 9:30 AM – 2:00 PM

MODE

Weekdays: Online via Zoom

Saturdays: In-person

Why Register?

The CFA Level I exam is known for its intensity and high level of commitment, requiring an investment of over 300 hours spent studying with a low pass rate of 40%. Success lies not only in knowledge acquisition but also in the strategic approach taken in your preparation.

Who Should Register?
Image

Individuals who find self-study challenging and wish to benefit from a structured and guided approach

Image

Individuals without a strong background in finance or accounting seeking additional support and resources

Image

Busy individuals juggling other commitments

Why Study with Us?
Synchronous Learning
01

As one of the only preparatory programmes that offer in-person classes, students get to master difficult concepts through direct interaction and real-time feedback from our expert trainers.

Expert Guidance
02

Learn from a blended team of established practitioners and academics who bring invaluable real-world experience and perspective.

Peer Learning & Networking
03

Build a sense of community and increase motivation as you learn alongside a diverse cohort of peers. Form valuable connections and continue conversations beyond the programme.

Structured Approach
04

Keep track of your goals with a structured schedule that offers a clear timeline, focused study sessions, and targeted practice exams for efficient preparation.

Key Learning Objectives
  • Demonstrate knowledge of various investment principles and products
  • Analyse and evaluate financial statements
  • Analyse the macroeconomic environment and microeconomic structure of industry and firm
  • Demonstrate understanding of valuation of various asset classes and derivatives
  • Understand key principles in portfolio management
  • Understand and apply the CFA Institute Code and Standards
Key Topics
  • Ethical and Professional Standards
  • Quantitative Methods
  • Economics
  • Financial Statements Analysis
  • Corporate Issuers
  • Equity Investments
  • Fixed Income
  • Derivatives
  • Alternative Investments
  • Portfolio Management and Wealth Planning
Course Delivery
  • Live interactive classes
  • Comprehensive training slides with illustration examples
  • Access to class recordings for flexible review
  • Mock examination in preparation for the CFA Level I exam
  • IBF Assessment*

*Only for IBF-funded participants

Upcoming Intakes
IntakesJanuary 2025April 2025July 2025October 2025

Course Duration

11 January - 7 June 20255 April - 6 September 202526 July – 6 December 202511 October – 28 February 2025
Registration Deadline9 January 20253 April 202517 July 20252 October 2025
Early Bird Deadline2 December 20243 March 202523 June 20255 September 2025
Info Session (Online via Zoom)--18 June, 9 July 2025

6:30 - 7:00 PM
13 August, 10 September 2025

6:30 - 7:00 PM


Course Fees

Singapore Citizens below 40 years old and PRs

Singapore Citizens aged 40 years and above

Course Fee

$4,204.17

$4,204.17

IBF-STS Funding

($2,102.09)

-50%

($2,942.92)

-70%

Out-of-Pocket Expenses

$2,102.08

$1,261.25



No Prerequisites

Course Fee

$2,523.15

Add-on: Revision Classes

$653.70

Note: CFA Society Singapore currently operates this programme on a nett fee model. Individuals who do not complete the programme will be disqualified from IBF funding and will be required to pay the full balance of the programme fees. GST is not included.

IBF-STS Funding Overview

Funding Quantum


Singapore Citizens and PRsSingapore Citizens aged 40 years and above
50%
capped at S$3,000 per participant per course
70% 
capped at S$3,000 per participant per course


For more information on funding, IBF Certification, and Continuing Professional Development (CPD) requirements, please visit: www.ibf.org.sg

Eligibility Criteria

Applicants must:
Be a Singaporean or Singapore Permanent Resident physically based in Singapore. This scheme is open to both self-sponsored and company-sponsored individuals.
Successfully complete the training programme, including passing all relevant assessments and examinations, and attend at least 75% of the classes.
Failure to meet these requirements will result in the clawback of the subsidy.
Meet Our Trainers
Any educational programme is only as good as the people who construct and deliver it. We have assembled an effective, well-respected, and competent team of academics and industry professionals to deliver the best of both worlds in teaching.
Allen Cheong, CFA

Chief Financial and Sustainability Officer, Embrace ESG, Founder and MD, Kai Asia Advisors

Image
Audrey Wee En Yong, CFA

Associate Lecturer, SUSS and SIM Global Education

Image
Dr. Janet Liu, CFA , CAIA, CFtP
Multi-Asset & WealthTech Professional
Image
Kok Kah Fai, CFA , CIPM
Head of APAC, BCA Research
Image
Li Bingqiao (Lena), CFA
Asisstant Professor, Singapore Institute of Technology
Image
Phoebe Gao, PhD

Assistant Professor

Singapore Institute of Technology

Image
Phuah Keng Keat, CFA , FRM

Equity Analyst

Kamet Capital

Image
Yeap Lay Huay, CFA
Senior Lecturer, Singapore Institute of Technology
Image
testimonials
What Our Students are Saying

Our students value our instructors’ engaging and patient teaching style, clear explanations, practical study tips, and real-life examples that make learning easier and more relevant.

Image
Image
“Very friendly and patient lecturer. Extremely thorough yet clear with probably one of the heavier and challenging modules. CFAS picked the right lecturer.”
Image
“Excellent pace, clear explanation, useful tips for studying were offered. Responsive to questions from class.”
Image
“Very talented in teaching with generous amounts of humour to keep students engaged, complemented with plenty of real-life examples.”
Image
Download the CFA Level I Preparatory Programme Brochure

Fill and submit this form to get your CFA Level I Preparatory Programme Brochure

Get Access
Image
FAQs

While independent self-study is a viable option, it requires a high level of determination and self-discipline. Our preparatory programme offers a structured, guided approach, especially beneficial for candidates juggling multiple commitments or those without a finance background.

The programme includes 20 core sessions totaling 70 hours, plus 6 revision sessions totaling 21 hours. Please click the “ Register Now” button to view the upcoming intake’s schedule in detail. Frequency of classes: 1 weekday class and 1 Saturday class per week. Duration of an intake is 4-5 months (inclusive of IBF assessments).

Our instructors are seasoned professionals and academics with extensive knowledge and experience in finance and investment. They include CFA charterholders, industry practitioners, and university lecturers committed to helping you succeed.

Yes. The course is tailored for individuals new to finance, students, and busy professionals seeking structured guidance to prepare effectively for the CFA Level I exam.

Participants receive comprehensive slides, recorded lectures for revision, and access to an online timed mock exam to simulate real exam conditions.

Classes are live and synchronous, conducted in a combination of in-person and online delivery, allowing for interactive learning and flexibility.

    Yes. Eligible participants can use SkillsFuture Credits (SFC) to offset the nett fee payable. Applicants must indicate their intention and the specific amount of SFC to use during registration. Please note that only Opening Credit and One-off Top-up Credit can be utilized. The Mid-Career Credit is not applicable.

    The programme is accredited under the IBF Standards and eligible for IBF-STS funding. Eligible Singapore Citizens and PRs can receive up to 70% funding (depending on the eligibility funding criteria). Check IBF funding details for eligibility.

    Missed lessons can be reviewed via recorded lectures on the Learning Management System, but these do not count towards attendance. No makeup lessons will be conducted. 

    You may use the Texas Instruments BA II Plus or Hewlett Packard 12C. The programme's instruction is based on the BA II Plus so we highly suggest using that model.

    Register online via CFA Society Singapore by clicking the “Register Now” button. To meet IBF funding requirements, students must obtain minimum 75% attendance rate and pass the IBF assessment within 2 stipulated attempts. Failure to meet these requirements will result in disqualification from funding and clawback of funding amount.

    Ideal for students, professionals, and career switchers seeking a strategic, expert-led preparation for the CFA Level I exam.