CFA Society Singapore

A Member of the CFA Institute Global Network of Societies

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

CFA Singapore Portfolio Management Programme (IBF Level 2/3) – Mapped to CFA Level 3
This programme helps participants to demonstrate professional mastery and exemplifies though leaderships and commitment to industry. This involves making decisions about investment mix and policy that are aligned with defined investment objectives, risk appetite and asset allocation guidelines of the chosen portfolio based on specific client requirements, whilst complying with regulations and industry codes of conduct.

Key Learning Objectives
  • Formulate portfolio strategy
  • Allocate asset based on portfolio strategy
  • Manage portfolio to achieve objectives
  • Identify, report, and mitigate portfolio risks
  • Identify specific portfolio performance factors
  • Apply attribution analysis methods such as Multi- Factor, Style, and Return Decomposition Analysis

Who Should Attend:
  • Professionals such as Investment Advisors with at least 3 years of fund management experience
  • Participants who have completed CFA Singapore Fund Management Programme (IBF Level 1) or show proof of competency at Level 1
 
Course Delivery Support
  • 7 sessions of classroom-led instructions
  • Schweser Study Materials
  • Assessment

​​Modules


 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)

 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.

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