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 About CFA Singapore-IBF Accredited Programmes

As an accredited IBF training provider, CFA Society Singapore developed various IBF accredited programmes for the investment management industry since 2009. In October 2016, CFA Society Singapore appointed Kaplan Higher Education Academy to be the exclusive training provider for the CFA Singapore-IBF Accredited Programme (Level 1, 2 and 3). The programme is accredited under the Institute of Banking and Finance Singapore Standards Training Scheme (IBF-STS).

CFA Society Singapore - IBF ​Accredited  ​Progra​mmes​

CFA Singapore Fund Management Programme

(IBF Level 1)

CFA Singapore Level 1 Preparatory Programme
(IBF Level 1)


Mapped to CFA Level 1

​​CFA Singapore Research Programme

(IBF Level 2​/3)

CFA Singapore Level 2 Preparatory Programme (IBF Level 2/3) 

Mapped to CFA Level 2

CFA Singapore Portfolio Management Programme

(IBF Level 2/3)

CFA Singapore Level 3 Preparatory Programme (IBF Level 2/3) 

Mapped to CFA Level 3

This programme helps participants to be equipped with broad base capabilities and foundational competencies to undertake new roles. This involves developing in-depth industry and functional knowledge of investment products, in order to provide qualitative and quantitative reporting to investors, thus assisting them to make investment choices.This programme helps participants to acquire applied knowledge and complex analytical skills, which are internationally-accepted valuation methodology and techniques for specialists or leadership functions. This helps to provide investors with the most accurate value estimation, projection and investment recommendation for the chosen investment product.This programme helps participants to demonstrate professional mastery and exemplifies thought leadership 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.


 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

Who is 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.

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 Higher Education Academy Learning Institute and CFA Society Singapore

 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.

 Contact Kaplan

​​For more information on our programmes with Kaplan Higher Education Academy , please contact us at:
Kaplan City Campus @ Wilkie Edge
8 Wilkie Road, Level 2, Wilkie Edge
Singapore 228095
Office: +65 6411 4334 / 8317 8269 ( Whatsapp or SMS)

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

 Contact CFA Singapore

20 Cecil Street, #08-10
Singapore 049705
Tel: (65) 6323 6679
Operating Hours
Monday to Friday: 9am – 6pm
(Closed on Sat, Sun & Public Holidays)

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