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Global Head of Investments

1CFA

Chartered Financial Analyst

Coverage: Investment Management, Financial Analysis, Stocks, Bonds, Derivatives

Awarded by: CFA Institute

Origin: United States

Members: 120,000 (2014)

To be awarded the CFA charter, the candidate has to complete Level 1, Level 2 and Level 3. Each examination is 6 hours long. The historical pass rate averages 47.13%, and it takes an average of 4 years to complete the program.

 

Website:

International: www.cfainstitute.org

Singapore: www.cfasociety.org/singapore

 

2CFP

Certified Financial Planner

Coverage: Financial Planning, Insurance, Employee Benefits, Investment & Securities, State & Federal Income Tax, Estate, Retirement Planning

Awarded by: Certified Financial Planner Board of Standards (CFP Board) and Financial Planning Standards Board (FPSB)

To be awarded the CFP designation, the candidate has to meet education, examination, experience, ethics requirements and to pay annual fees during their course of study. The examination is 6 hours and with 170 questions. The passing rate ranges from 42% to 66%.

 

Website:

International: www.cfp.net

Singapore: www.fpas.org.sg/cfpmark.asp

 

3ChFC

Chartered Financial Consultant

Coverage: Financial Planning, Insurance, Employee Benefits, Investment & Securities, State & Federal Income Tax, Estate, Retirement Planning

Awarded by: The American College of Financial Services

Members: 40,000 (2014)

To be awarded the ChFC designation, the candidate must have 3 years of full-time experience in the last 5 years, completed 100 topics and 9 college level courses. The exam is closed book and holders must complete 30 hours of continuing education every 2 years.

 

Website:

International: http://chfcdesignation.com

Singapore: https://www.scicollege.org.sg/examcontents.asp?ChFCN

 

4CMT

Chartered Market Technician

Coverage: Technical Analysis of Financial Markets

Awarded by: Market Technicans Association

Founded: 1985

To be awarded the CMT certificate, the candidate has to complete all 3 levels of the CMT exam, be a member of MTA and have abeen an active professional in a analytics or investment management capacity for a period of 3 years at the time of passing of exams.

 

Website:

International: www.mta.org

 

5CAIA

Chartered Alternative Investment Analyst

Coverage: Hedge Funds, Private Equity, Real Assets, Commodities, Structured Products

Awarded by: CAIA Assoication

Founded: 2002

Members: 6,700 (2014)

To be awarded the CAIA designation, the candidate has to pass 2 examinations, Level 1 and Level 2. The passing rate is 40% for both exams.

Website

International: www.caia.org

Singapore: www.caia.org/members/global-chapters/singapore-chapter

 

6CIIA

Certified International Analyst

Coverage: Equity Valuation & Analysis, Financial Accounting & Statement Analysis, Corporate Finance, Fixed Income Valuation & Analysis, Economics, Derivative Valuation & Analysis, Portfolio Management, Regulation, Ethics, Market Structures and Instruments

Awarded by: Association of Certified International Investment Analysts (ACIIA)

Members: 7600

To be awarded the CIIA designation, the candidate must pass 2 “Common Knowledge” examination and a national / regional exam.

 

Website:

International: www.aciia.org

 

7CIPM

Certificate in Investment Performance Management

Coverage: Investment Perfomance Analysis, Investment Measurement & Attribution

Awarded by: CIPM Association (part of CFA Institute)

Origin: United States

To be awarded the CIPM certificate, the candidate has to pass 2 exams: Principles and Expert. CIPM holders are required to engage in continous education and to file a Professional Conduct Statement (PCS) annually.

 

Website:

International: www.cfainstitute.org/programs/cipm

 

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