CFA Society Singapore

A Member of the CFA Institute Global Network of Societies

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 About CFA Singapore-IBF Accredited Programmes

As an accredited IBF training provider, CFA Singapore developed various IBF accredited programmes for the investment management industry since 2009. In October 2016, CFA Singapore appointed Kaplan Learning Institute to be the exclusive education provider for the CFA Singapore-IBF accredited programmes, live and online preparatory courses for the Chartered Financial Analyst® exams.

 CFA Singapore Fund Management Programme (IBF Level 1)

CFA Singapore Fund Management Programme (IBF Level 1) – Mapped to CFA Level 1
Click here for more information​​

 CFA Singapore Research Programme (IBF Level 2/3)

​CFA Singapore Research Programme (IBF Level 2/3) – Mapped to CFA Level 2

 CFA Singapore Portfolio Management Programme (IBF Level 2/3)

CFA Singapore Portfolio Management Programme (IBF Level 2/3) – Mapped to CFA Level 3

 IBF Standards Training Scheme (IBF-STS)

This programme has been accredited under the IBF Standards, and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Candidates are advised to assess the suitability of the programme and its relevance to their business activities or job roles. IBF-STS provides 70% funding for direct training costs subjected to a cap of S$7,000 per candidate per programme subject to all eligibility criteria being met.

With effect from 1 July 2016, Singapore Citizens aged 40 years old and above are eligible for 90% co-funding of direct training costs, subject to a cap of S$7,000 per participant per programme. For more information on funding, IBF Certification and Continuing Professional Development (CPD) requirements, please visit www.ibf.org.sg.
 
Who Are Eligible?
Self-sponsored Individuals
Non Company-sponsored participants are required to be Singapore Citizens or Singapore Permanent Residents physically based in Singapore.

Company-sponsored Individuals
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. Financial sector entities would refer to financial institutions & entities regulated by MAS (either licensed or exempted from licensing). Entities that are significantly involved in supporting financial sector activities will be assessed for eligibility on a case-by-case basis.
 
To qualify for IBF-STS funding, trainees must successfully complete the training programme (including passing all relevant assessments and examinations). Staff who attend a programme in the capacity of an instructor or facilitator, e.g. presenter/speaker/panelist are not eligible for IBF-STS funding.

**Qualifying expenses incurred on the training of both executive and non-executive staff, as well as staff employed on a short-term basis of less than one year (inclusive of contract staff and interns) will be eligible for funding under IBF-STS and FTS, subject to meeting the conditions under these schemes. License agents or representatives (i.e. financial advisors, traders, insurance agents, remisiers) representing a legal principal entity may be included in the claims of the principal entity.


Note: 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 Kaplan Learning Institute.

 About IBF Standards

The IBF Standards represents a set of competency standards developed by the industry, for the industry. It provides a practice-oriented development roadmap for financial sector practitioners to attain the necessary training to excel in their respective job roles. Covering 12 industry segments spanning more than 50 specialisations, the IBF Standards offers a comprehensive suite of accredited training and assessment programmes to guide a financial sector practitioner from licensing examinations on through to professional certification across 3-levels: IBF Qualified (for new entrants); IBF Advanced (for senior practitioners and specialists); IBF Fellows (for industry veterans).
 
IBF Certification Process
Successful applicants will be awarded an IBF Certificate carrying a corresponding Certification Title – IBF Qualified and IBF Advanced.

IBF Qualified
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.

IBF Advanced
This Certification Title describes its holder as an experienced practitioner who has acquired applied knowledge and complex analytical skills for specialists or supervisory function. It can be certified via IBF Level 2 and/or Level 3 Programmes coupled with 3-15 years of experience.

Source: https://www.ibf.org.sg/certification/Pages/Certification-Process.aspx

 Schweser Essential Study Materials

As a student of the following programmes:
  • CFA Singapore Fund Management Programme (IBF Level 1)
  • CFA Singapore Research Programme (IBF Level 2/3), or
  • CFA Singapore Portfolio Management Programme (IBF Level 2/3)
You will get access to the Kaplan Schweser study materials under the Schweser Essential Self-Study Package to help you prepare for your assessments.

Kaplan Schweser study materials are renowned for helping CFA candidates in their preparation for their CFA examinations, and the products in the Schweser Essential Self-study Package includes exams preparation tools relevant to students of the IBF-CFA Singapore accredited programmes. The Package contains:

  • SchweserNotes™ Volumes 1-5
  • Schweser's QuickSheet
  • Practice Exams
  • Study Calendar
  • Instructor-Led Office Hours
  • SchweserPro™ QBank
  • 101 Must Knows
  • Schweser Weekly Live Online Class

 Contact Kaplan

​​For more information on our programmes with Kaplan Learning Institute, please contact us at:
 
Kaplan City Campus @ PoMo
1 Selegie Road (Level 8)
Singapore 188306
Office: +65 6733 1877

Operating Hours
Monday to Friday: 9am – 9pm
Saturday: 9am – 3pm
(Closed on Sun & Public Holidays)​​

 Contact CFA Singapore

10 Anson Road
#25-09 International Plaza
Singapore 079903
Tel: (65) 6323 6679
Fax: (65) 6323 7657
Email: info@cfasingapore.org​​​
 
Operating Hours
Monday to Friday: 9am – 6pm
(Closed on Sat, Sun & Public Holidays)

 Candidate Hotline

24 Hour Line for Singapore CFA Exam Candidates

001-800-8228-8820 (Toll Free from Singtel Line only)

 Useful Links

 Links

                         

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 Disclaimer

CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by this Society or verify or endorse the pass rates claimed by this Society. The CFA Institute Logo, CFA® and Chartered Financial Analyst® are just a few of the trademarks owned by CFA Institute.

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