Accreditation

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All Accreditations

Graduation 1Saw someone with the CFA or CFP designation?  What is it?  How do you get it?

Here, we archived all the popular international accreditation for wealth management, investments, finance, risks management, accounting and academic accreditation.

Find out more on what to study, where to apply, how much they cost and how long you need to spend getting them.

What are the different types of accreditation?
  • Wealth Management & Investments
  • Risk Management
  • Compliance
  • Accounting
  • Academic

Accreditation Identified

Wealth Management & Investment
  • CFA – Chartered Financial Analyst
  • CMT – Chartered Market Technician
  • CAIA – Chartered Alternative Investment Analyst
  • CFP – Certified Financial Planner
  • CIPM – Certificate in Investment Performance Management
  • CIIA – Certified International Investment Analyst
  • ChFC – Chartered Financial Consultant
  • CHP- Certified Hedge Fund Professional
Accounting & Finance
  • CPA – Certified Public Accountant
  • ACCA  Association of Chartered Certified Accountants
  • FCCA – Fellowship for ACCA
Risk Management
  • FRM – Financial Risk Manager
Compliance
  • CAMS – Certified Anti-Money Laundering Specialist
Academic

MBA – Masters in Business Administration

Others

AEPP – Associate Estate Planning Practitioner (Issued by Estate Planning Practitioners Limited)

CFEd – Certified Financial Educator (Issued by Heartland Institute of Financial Education)

Certified Financial Educator

Accreditation

Singapore Industry Certification

Practitioners of regulated financial activities are required to acquire regulatory licensing and pass industry examinations.

Articles on Accreditation

CMFAS
Capital Markets Financial Advisory Services

The CMFAS Examinations are the licensing examinations for capital markets and financial advisory services in Singapore.

 

CMFAS Modules

Rules & Regulations

1A
Rules and Regulations for Dealing in Securities (SGX-ST Members)
1B
Rules and Regulations for Dealing in Securities (Non-SGX-ST Members)
2A
Rules and Regulations for Trading in Futures Contracts (for members of the Singapore Exchange Derivatives Trading Limited (“SGX-DT”))
2B
Rules and Regulations for Trading in Futures Contracts (for members of the Singapore Mercantile Exchange (“SMX”))
3
Rules and Regulations for Fund Management
4A
Rules and Regulations for Advising on Corporate Finance
4B
Rules and Regulations for Advising on Corporate Finance
(Solely Debt Securities)
5
Rules and Regulations for Financial Advisory Services
10
Rules and Regulations for REIT Management, with Product Knowledge
& Analysis

 

Product Knowledge & Analysis

6
Securities Products and Analysis
6A
Securities and Futures Product Knowledge
8
Collective Investment Schemes
8A
Collective Investment Schemes II
9
Life Insurance and Investment-linked Policies
9A
Life Insurance and Investment-linked Policies II

 

Find out more here

CACS

Client Advisor Competency Standards

The CACS Assessment is for private banking professionals (or “Covered Persons”) who are in a client-facing role and provide financial advisory services to high net worth individuals.

Did You Know

The Capital Markets and Financial Advisory Services Examination (CMFAS Exam) started on 1 December 2002.  The notice was issued by MAS under the SFA and FAA.

  • MAS – Monetary Authority of Singapore
  • SFA – Securities Futures Act
  • FAA – Financial Advisors Act