CFA Singapore Fund Management Programme (IBF Level 1)
CFA Singapore Fund ManagementProgramme (IBF Level 1) CFA Singapore Research Programme(IBF Level 2/3) CFA Singapore Portfolio ManagementProgramme (IBF Level 2/3)Exclusive CFA training provider for CFA SingaporeApproved Prep Provider by CFA InstituteKaplan Financial and Kaplan Schweser – a compellingcombination in CFA trainingSchweser study materials – including our world renownedSchweserNotes Thousands of students have gone through our doorsVoted Best Corporate Training Provider for ComputerScience & IT, Finance Management and SeniorManagement & Leadership in 2017*Voted Top 3 Private School in Singapore (2013 to 2016)*** JobsCentral Learning, Training & Education Development Awards 2017.** AsiaOne People’s Choice Awards.
ABOUT INSTITUTE OF BANKING AND FINANCE SINGAPORE (IBF)About the Institute of Banking and Finance SingaporeThe Institute of Banking and Finance Singapore (IBF) was established in 1974 as a not-for-profit industry association to foster and develop theprofessional competencies of the financial sector. IBF represents the interests of close to 200 member financial institutions covering banks, insurancecompanies, securities brokerages and asset management firms.In partnership with the financial industry and training providers, IBF is dedicated to empowering practitioners with capabilities to support the growth of theAsian financial industry and to promote the Asian standard of excellence for practitioners in finance.Working hand-in-hand with the individual practitioner and the industry, IBF aims to elevate individual competency whilst raising industry standards.About the IBF StandardsThe IBF Standards represents a set of competency standards developedby the industry, for the industry. It provides a practice-oriented developmentroadmap for financial sector practitioners to attain the necessary trainingto excel in their respective job roles. Covering 12 industry segmentsspanning more than 50 specialisations, the IBF Standards offers acomprehensive suite of accredited training and assessment programmesto guide a financial sector practitioner from licensing examinations onthrough to professional certification across 3-levels: IBF Qualified (fornew entrants); IBF Advanced (for senior practitioners and specialists);IBF Fellows (for industry veterans).Industry RecognitionBenefits of attending an IBF AccreditedTraining ProgrammeSource: ited-Programmes.aspxJob Relevant SkillsSuccessful applicants will be awarded an IBF Certificate carrying acorresponding Certification Title – IBF Qualified and IBF Advanced.IBF accredited programmes are designed to equip finance practitionerswith competencies needed for their jobs. Such programmes are alignedwith the IBF Standards, which are developed in close consultation withindustry.Mark of QualityIBF accredited programmes have a training and an assessmentcomponent, and are subject to an independent and rigorous reviewby the IBF to ensure that the training institution and programmes meetindustry standards.Individuals who successfully complete an IBF accredited programme andmeet the relevant criteria may apply for IBF Certification.Subsidised Programme FeesSingaporeans and Singapore Permanent Residents who successfullycomplete an IBF accredited programme can apply for co-funding theIBF Standards Training Scheme at px.IBF CertificationIBF QualifiedThis Certification Title describes its holder as a new entrant who isequipped with broad-based capabilities and foundation competencies tobe ready to undertake new roles. It is certified via IBF Level 1 Programmes.IBF AdvancedThis Certification Title describes its holder as an experienced practitionerwho has acquired applied knowledge and complex analytical skills forspecialists or supervisory function. It can be certified via IBF Level 2 and/or Level 3 Programmes coupled with 3-15 years of experience.Source: Certified.aspx02
ABOUT KAPLAN FINANCIALPart of Kaplan Learning Institute, Kaplan Financial is one of Singapore’s leading providers of professional accounting and financeprogramme, having trained thousands of students to date.With a focus on training excellence, Kaplan Financial has been accorded a number of honours by our partners, demonstrating ourcommitment to achieve excellent standards of learning facilities and provide outstanding student support. Widely recognised as aninstitution with dedicated lecturers and a proven track record of exceptional pass rates, Kaplan Financial will equip you with the skills andconfidence you need to shine in the challenging accounting and finance industry.Why Kaplan Financial?ACCREDITATIONSACCA Approved Learning Partner (ALP) – Student Tuition PlatinumStatus, Registered Learning Organisation (RLO) for Singapore CAQualification (formerly known as Singapore QP) by the SingaporeAccountancy Commission (SAC), Registered Tuition Provider for CPAProgram by CPA Australia, Training provider for CAIA , ExclusiveCFA training provider for CFA Singapore and Approved PrepProvider by CFA Institute.EXTENSIVEWell-established with a completerange of professional accountingand financial courses inSingapore, catering to all levels.EXPERIENCETo date, thousands of studentshave been through our doors.We boast one of the largestaccounting and financelecturer teams, who bring withthem an invaluable pool ofexperience which our studentscan readily tap on.ACCESSIBILITYOur centrally-located campusesat Wilkie Edge and PoMo facilitateyour learning.REPUTATIONVoted Best Corporate Training Provider forFinance Management, Computer Science& IT, Senior Management & Leadership inJobsCentral Learning, Training & EducationDevelopment Awards 2017.Voted Top 3 Best Private Institute in Singapore(2013 to 2016) by AsiaOne People’s ChoiceAwards.ABOUT CFA SINGAPOREFounded in 1987, CFA Singapore is the first CFA chapter to be formedoutside of North America and one of the most active member societyof the CFA Institute, the not-for-profit global association of investmentprofessionals that sets the standard for professional excellence andcredentials. CFA Singapore is the 7th largest society globally withmore than 3,700 members and organises about 100 events a year.The mission of CFA Singapore is to lead the investment profession bypromoting the highest standards of ethics, education and professionalexcellence for the ultimate benefit of society. This is implemented bymember volunteers through the following 6 committees: Advocacy,Candidate Programmes, Career Development, Networking,Professional Development & University Outreach.As an accredited IBF training provider, CFA Singapore developedvarious IBF accredited programmes for the investment managementindustry since 2009. In October 2016, CFA Singapore appointedKaplan Learning Institute to be the exclusive education providerfor the IBF-CFA Singapore accredited programmes, live and onlinepreparatory courses for the Chartered Financial Analyst exams.For more information, please visit www.cfasingapore.org or emailinfo@cfasingapore.org.03
ABOUT THE PROGRAMMESCFA SingaporeFundManagementProgramme(IBF Level 1)Programme SynopsisWho Should Attend:This programme helps participants to be equipped withbroad base capabilities and foundational competenciesto undertake new roles. This involves developing in-depthindustry and functional knowledge of investment products,in order to provide qualitative and quantitative reporting toinvestors, thus assisting them to make investment choices.·Key Learning Objectives·····CFA SingaporeResearchProgramme(IBF Level 2/3)·Demonstrate knowledge of the various investmentsproductsUnderstand key microeconomic topicsConduct research on current condition and futureprospects of a given sector of the economyUnderstand general principles of the financialservices industryEvaluate financial health of companies throughfinancial reports (ie. income, cash flow, etc.)Course Delivery Support···Who Should Attend:This programme helps participants to acquire appliedknowledge and complex analytical skills, which areinternationally-accepted valuation methodology andtechniques for specialists or leadership functions. Thishelps to provide investors with the most accurate valueestimation, projection and investment recommendationfor the chosen investment product.·······Conduct economic, industry, and sectoral researchPerform pro forma analysis to determine value ofinvestment productsValuate investment price based on historical and proforma dataProvide research-driven investment recommendationsAcquire and apply financial services industry productand knowledgeComply with financial services industry legislations,regulations, and industry codes of practices·Professionals such asInvestment Advisors withat least 3 years of fundmanagement experienceParticipants who havecompleted CFA SingaporeFund Management Programme(IBF Level 1) or show proof ofcompetency at Level 1seekingentry into the financial servicesindustryCourse Delivery Support···9 sessions of classroom-ledinstructionsSchweser Study MaterialsAssessmentProgramme SynopsisWho Should Attend:This programme helps participants to demonstrateprofessional mastery and exemplifies though leadershipsand commitment to industry. This involves makingdecisions about investment mix and policy that arealigned with defined investment objectives, risk appetiteand asset allocation guidelines of the chosen portfoliobased on specific client requirements, whilst complyingwith regulations and industry codes of conduct.·Key Learning Objectives······0414 sessions of classroom-ledinstructionsSchweser Study MaterialsAssessmentProgramme SynopsisKey Learning ObjectivesCFA SingaporePortfolioManagementProgramme(IBF Level 2/3)Entry-level hires andprofessionals with up to 3years’ experience in fundmanagement.Professionals with nonfinancial background seekingentry into the financialservices industryFormulate portfolio strategyAllocate asset based on portfolio strategyManage portfolio to achieve objectivesIdentify, report, and mitigate portfolio risksIdentify specific portfolio performance factorsApply attribution analysis methods such as MultiFactor, Style, and Return Decomposition Analysis·Professionals such asInvestment Advisors withat least 3 years of fundmanagement experienceParticipants who havecompleted CFA SingaporeFund Management Programme(IBF Level 1) or show proof ofcompetency at Level 1Course Delivery Support···7 sessions of classroom-ledinstructionsSchweser Study MaterialsAssessment
ABOUT THE PROGRAMMESCFA Singapore Fund Management Programme (IBF Level 1)Alternative Investments Product KnowledgeIndustry and Sector AnalysisDerivatives Product KnowledgeFinancial Services Industry AcumenHedge Fund Product KnowledgeCompany AnalysisFixed Income Product KnowledgePerformance Measurement and ReportingPrivate Equity Product KnowledgeRegulatory ComplianceReal Estate Product KnowledgeFixed Income ValuationVenture Capital Product KnowledgeDerivatives ValuationEquity Product KnowledgeTechnical AnalysisBusiness AnalysisQuantitative InvestingEconomic AnalysisCFA Singapore Research Programme (IBF Level 2/3)Equity ValuationFixed Income ValuationPrivate Equity ValuationDerivatives ValuationCFA Singapore Portfolio Management Programme (IBF Level 2/3)Equity Portfolio ManagementDerivatives Portfolio ManagementFixed Income Portfolio ManagementAttribution AnalysisAlternative Investment Portfolio ManagementPortfolio Risk Management05
REQUIREMENTSMINIMUM ADMISSION REQUIREMENTSApplicants must be either Singapore Citizens or PR and required to have a Bachelor’s Degree or equivalent.Documents required:University transcripts & certificateA scanned copy of NRICIBF 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 (IBFSTS), subject to all eligibility criteria being met. Candidates are advised to assess the suitability of the programme and its relevance to theirbusiness activities or job roles. IBF-STS provides 70% funding for direct training costs subjected to a cap of S 7,000 per candidate perprogramme subject to all eligibility criteria being met. With effect from 1 July 2016, Singapore Citizens aged 40 years old and above areeligible for 90% co-funding of direct training costs, subject to a cap of S 7,000 per participant per programme. For more information onfunding, IBF Certification and Continuing Professional Development (CPD) requirements, please visit www.ibf.org.sg.Who Are Eligible?Self-sponsored IndividualsNon Company-sponsored participants are required to be Singapore Citizens or Singapore Permanent Residents physically based inSingapore.Company-sponsored IndividualsCompany-Sponsored participants are required to be Singapore Citizens or Permanent Residents, physically based in Singapore andstaff* of Singapore-based financial sector entities being sponsored for the programmes. Financial sector entities would refer to financialinstitutions & entities regulated by MAS (either licensed or exempted from licensing). Entities that are signicantly involved in supportingfinancial 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 assessmentsand examinations). Staff who attend a programme in the capacity of an instructor or facilitator, e.g. presenter/speaker/panelist are noteligible 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 contractstaff 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. financialadvisors, 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 hoursto 3 hours, and number of assessments are at the discretion of Kaplan Learning Institute.06
ABOUT SCHWESER STUDY MATERIALSSchweser Essential Self-study PackageInstructor-Led Office HoursConnect with an instructor during designated time to getyour exam and content-related questions answered.SchweserPro QBankAfter reading the SchweserNotes , you can put what you’velearned to practice with the QBank. Focus your attentionwhere you need it the most and review critical concepts. Itallows you to:Quiz yourself with thousands of multiple-choicequestionsBuild custom exams using the topics and the number ofquestions you selectView answer explanations and LOS summariesAccess your QBank online, with available offline access101 Must KnowsAs a student of the CFA Singapore Fund ManagementProgramme (IBF Level 1), CFA Singapore ResearchProgramme (IBF Level 2/3), or CFA Singapore PortfolioManagement Programme (IBF Level 2/3), you get toaccess the Kaplan Schweser study materials under theSchweser Essential Self-study Package to help youprepare for your assessments. Kaplan Schweser studymaterials are renowned for helping CFA candidates in theirpreparation for their CFA examinations, and the productsin the Schweser Essential Self-study Package includesexams preparation tools relevant to students of the IBFCFA Singapore accredited programmes. The Packagecontains the following:This late-season online study tool will give you practiceanswering exam-like questions. These quizzes, andincluded tutorials, are an ideal way to help you grasp thefundamentals of each topic as you advance with yourstudy plan.Schweser Weekly Live Online ClassSchweserNotes Volumes 1-5The 5-volume SchweserNotes provide clear, concisestudy notes and examples that cover every LearningOutcome Statement. Measure your progress with practicequestions and realistic self-tests at the end of each topic.Schweser’s QuickSheetThis compact study tool summarises key formulas,definitions, and concepts.Practice ExamsOnce you know the concepts, apply the knowledge withpractice exams. Identify the topics you are weak in, masterthe material, and gain the confidence you need to performyour best. Each volume of Practice Exams includes fullexams, as well as the Online Performance Tracker, whichallows you to compare your scores to other candidates.Study CalendarThis innovative tool takes the guesswork out of creating aprep plan! Prepare with a detailed study plan that showsyou how to use your study materials in the most effectiveway possible.There is no better way to ensure content retention andinstil exam confidence than by reinforcing your studies withSchweser Live Weekly Classes online. Should your workor other commitments affects your classroom attendance,our 15-week block of Online Classes led by CFA charterholders can help you cover the same material atthe same pace and frequency as our classroom sessions.It includes:On-Demand Video Lectures which are designed to beviewed prior to the Weekly Classes, covering every LOS.Archived sessions for you to review at your own pace.Two-volume set of Weekly Class Workbooks containingmaterial, examples, and questions to support your studyplan.07
6733 1877kli.sg@kaplan.comKaplan City Campus @ PoMo1 Selegie Road, #06-01, Singapore 188306Registered with Committee for Private Education (CPE), part of SkillsFuture Singapore (SSG). UEN: 199701260K Validity: 20/05/2014-19/05/2018
CFA Singapore Fund Management Programme (IBF Level 1) CFA Singapore Portfolio Management Programme (IBF Level 2/3) CFA Singapore Research Programme (IBF Level 2/3) 05 Alternative Investments Product Knowledge . With effect from 1 July 2016
VII: Responsibilities as a CFA Institute Member or CFA Candidate . A: Conduct as members/candidates in the CFA program . Do not cheat on, nor compromise the validity of, the CFA exam . B: Reference to CFA Institute, the CFA Designation, and the CFA Program . Do not make promotional promises or guarantees tied to the CFA designation. Do not:
CFA candidates come from different educational backgrounds and many walks of life. What is the Structure of the CFA Program? CFA Institute, the governing body that creates and administers the CFA exams, is headquartered in Charlottesville, Virginia. In July of each year, CFA Institute :
UC Pathway Income Fund UC Pathway Fund 2015 UC Pathway Fund 2020 UC Pathway Fund 2025 . UC Pathway Fund 2030 UC Pathway Fund 2035 UC Pathway Fund 2040 UC Pathway Fund 2045 . UC Pathway Fund 2050 UC Pathway Fund 2055 UC Pathway Fund 2060 . CORE FUNDS - 13.7 billion Bond and Stock Investments . Bond Investments Short-Term UC Savings Fund
CFA PROGRAM GUIDE CFA . It is a self study, three-level exam that tests the fundamentals of investment tools, company valuation, portfolio management, and wealth planning. Whether an individual is an aspiring or practicing investment professional, the CFA Program offers a way to move
BNY Mellon christopher R. Foti, cFA BNY Mellon George R. hoguet, cFA, FRM State Street Global Advisors 2013 – 2014 Boston secuRity AnAlysts society BoARD oF DiRectoRs AnD stAFF thomas linkas, cFA stacey l. Marino, cFA, cAiA George s. Mellman, cFA, cipM, FRM, cFp lawrence F. pohlman
CFA recommendation: Adoption of the CFA Level 1 as the standard accreditation for all financial advisers in Australia. CFA Level I (Level I)1 is the first part of the three part CFA charter holder program. The Level I is a core component of the program
CFA Designation and the CFA Program? A. A Level III candidate referring to herself as CFA, Level II. B. A Level III candidate awaiting results referring to himself as CFA, expected 2009. C. An investment manager stating, “Complet
Welcome to ENG 111: Introduction to Literature and Literary Criticism. This three-credit unit course is available for students in the second semester of the first year BA English Language. The course serves as a foundation in the study of literary criticism. It exposes you to forms critical theories and concept in literary criticism. You will also
