CFA Society Singapore
IBF Accredited Programme
As an accredited IBF training provider, CFA Society Singapore developed various IBF accredited programmes for the financial services and investment management industry since 2009. In this regard, CFA Society Singapore owns the exclusive rights for the CFA Singapore Preparatory Programmes for CFA Levels 1, 2 and 3. These programmes are accredited under the Institute of Banking and Finance Singapore Standards Training Scheme (IBF-STS).
Please be informed that CFA Society Singapore is now in the process of curating our own in-house resources and capabilities to prepare students enrolling on the CFA Singapore Preparatory Programmes. We are working with the relevant subject matter experts (including senior CFA charterholders, faculty from an Institute of Higher Learning and IBF) to develop our unique training pedagogy which will combine the best of both worlds from the industry and academia.
We appeal to your patience and we be in touch soon when we are ready to launch our new programmes.
In the meantime, to register your interest, please write to us at [email protected]
CFA Exam levels
CFA Level 1
CFA Level 2 (Coming Soon)
Name of course
CFA Singapore Level 1 Preparatory Programme (IBF Level 1)
CFA Singapore Level 2 Preparatory Programme (IBF Level 2/3)
Key learning objectives
- Demonstrate knowledge of the various investments products
- Understand key microeconomic topics
- Conduct research on current conditions and future prospects of a given sector of the economy
- Understand general principles of the financial services industry
- Evaluate financial health of companies through financial reports (ie. income, cash flow, etc.)
- Conduct economic, industry and sectoral research
- Perform pro forma analysis to determine value of investment products
- Valuate investment price based on historical and pro forma data
- Provide research-driven investment recommendations
- Acquire and apply financial services industry product and knowledge
- Comply with financial services industry legislations, regulations and industry codes of practices
IBF Standards Training Scheme (IBF-STS)
For IBF recognised courses that commence between 1 January 2022 and 30 June 2022, and are completed no later than 30 September 2022, the enhanced subsidies will cover up to 80% co-funding of course fees. However, Singapore Citizens aged 40 years old and above will continue to be eligible for 90% co-funding of course fees, subject to prevailing grant cap.
Who is eligible?
Non Company-sponsored participants are required to be Singapore Citizens or Singapore Permanent Residents physically based in Singapore.
Company-Sponsored participants are required to be Singapore Citizens or Permanent Residents, physically based in Singapore and staff of Singapore-based financial sector entities being sponsored for the programmes.
Reimbursement of fund is subject to assessment and meeting minimum attendance requirements.
Duration of each assessment ranges from 1.5 hours to 3 hours, and number of assessments are at the discretion of CFA Society Singapore
About IBF Standards
The IBF Standards are a set of competency standards for financial skills. It is a comprehensive quality assurance framework with both an accreditation and a certification system. Developed by the industry, for the industry, the IBF Standards are benchmarked against international standards. They currently cover 13 industry segments in the financial sector. Financial institutions and training providers may apply for their programmes to be accredited under any of these IBF Standards.
Training programmes may be accredited under three levels: IBF Level 1, IBF Level 2, IBF Level 3. Individuals who successfully complete an IBF accredited programme will be eligible for the relevant IBF Certification.
This Certification Title describes its holder as a new entrant who is equipped with broad-based capabilities and foundation competencies to be ready to undertake new roles. It is certified via IBF Level 1 Programmes.