TEST training The IBF Portal and eServices will be undergoing maintenance from 31 March 2023, 11:00 pm to 1 April 2023, 1:00 pm.  If you are performing any exam registrations on 31 March, please ensure that you complete the registration process by 10.45pm. We apologise for any inconvenience caused.

Advisory on IBF Examinations

IBF Examinations are conducted at the IBF Assessment Centre at 20 Anson Road, Twenty Anson, #05-01, (S)079912

Effective 1 Apr 2023, IBF will cease the conduct of the CBCE.  Find out more.

Effective 1 Apr 2023, IBF will implement new examination fees for the CMFAS, CACS and FMRP Examinations.  Find out more.

 

TEST training

FAQ

Join Us

Who We Are

IBF is here to help individuals and institutions in skills, careers and talent development in the financial industry.

imageOverview imageBoard & Committees imageAnnual Reports

training child page

imagetraining group page

Careers@IBF

Make a difference in the financial industry. Join IBF

imageJoin the IBF Familly 

Careers@IBF- duplicate

Make a difference in the financial industry. Join IBF

See More

Mediaroom

Discover the latest happenings at IBF.

imageAnnouncements imagePress Releases imageSpeeches imageBlogs imageNews details imageNews details

IBF Awards

Celebrate professional excellence in the financial industry.

imageCelebrating Excellence imageIBF Award Categories imageAward Recipients

IBF Awards

Celebrate professional excellence in the financial industry.

See More

Skills and Jobs Development

We administer regulatory and licensing examinations for various sectors in the financial industry

Upskill

Training Support

Career Conversion

Young talent

Scholarships and Study Awards

IBF Certification

Be recognised for your skills

imageWhy be IBF Certified imageCertification Application Process imageTerms & Conditions imageCertification FAQs imagePost Certification 

IBF Skills Badge

imageLevels of proficiency

CPD Requirements

imageCACS CPD imageFAA CPD imageSFA CPD imageIBF CPD

Resource Tools

Let’s support you in tracking your skills, and stay up to date on latest trends.

imageMySkills Portfolio imageBlog - learn IBF

IBF Awards

Celebrate professional excellence in the financial industry.

imageOverview imageIBF Distinguished Fellow imageIBF Fellow imageIBF Awards 2022

Workforce Transformation and Talent Development

Discover a wide range of programmes to support your organisation’s talent development and expansion.

imageOverview

Upskill Your Talent

Reskill Your Talent

Develop Young Talent

Develop Mid-Career Talent

Develop Leadership and Specialist Talent

Power Your Talent

IBF Portal Services

Access the IBF Portal for these IBF related transactions

image​IBF Membership imageExaminations for Employees imageIBF Certification for Employees imageCACS CPD Submissions for Employees imageClaims submission - FIs

TP Gateway

The one-stop portal for the administration of training grants including IBF-STS and FTS

See More

Resource Tools

Collaborate with us in talent development and workforce transformation

imageJobs Transformation Roadmap for Financial Services imageSkills Framework for Financial Services

IBF Awards

The one-stop portal for the administration of training grants including IBF-STS and FTS

imageIBF Inspire Awards imageIBF Awards 2022

Join The IBF Training Ecosystem

Be recognised as having quality training infrastructure and programmes with IBF Accreditation.

imageWhy Partner with IBF imageSkills Framework for Financial Services imageProgramme Recognition Process

IBF Portal Services

Access the IBF Portal for these IBF related transactions

imageCorporate Portal Account imageGroup IBF Certification Application imageClaims submission - TPs imageeservices-IBF imageibf-singapore imageibforgsg sharepoint

TP Gateway

Looking to submit for Funding Support on TPG? Start here

See More

Notices

Stay updated on latest announcements from IBF.

See More

About Careers Connect

We are a dedicated career advisory centre for the financial industry.

See More

Career Resources

Find career search and interview tips, industry insights and more!

See More

Make an Appointment

Ready to take the next step with a Career Advisor?

See More

Examinations

We administer regulatory and licensing examinations for various sectors in the financial industry

imageOverview imageCapital Markets and Financial Advisory Services (CMFAS) imageClient Adviser Competency Standards (CACS)  imageFinancial Markets Regulatory Practices (FMRP)  imageCorporate Banking Common Examination (CBCE)

Exam Rules & Regulations

See More

FAQ

See More

Notices

See More

Featured Events

imageA Career in Sales - Can I do it? Should I do it?

All Events

imageUpcoming Events imagePast Events imageTerms & Conditions
image Who We Are
Overview image
Board & Committees image
Annual Reports image
image Careers@IBF
Join the IBF Familly  image
image Mediaroom
Announcements image
Press Releases image
Speeches image
Blogs image
News details image
News details image
image IBF Awards
Celebrating Excellence image
IBF Award Categories image
Award Recipients image
image training child page
training group page image
image Skills and Jobs Development
Discover Skills Needed for Your Job image
Jobs Transformation Map for Financial Services image
Programme Finder image
IBF Standards Training Scheme (IBF-STS) image
Financial Training Scheme (FTS) image
Technology in Finance Immersion Programme (TFIP) image
Wealth Management Acceleration Programme (WMAP) image
IBF Golden Jubilee ITE Scholarship image
SkillsFuture Study Award image
Financial Specialist Scholarships image
Work-Study Programme image
Post Certification  image
image IBF Certification
Why be IBF Certified image
Certification Application Process image
Terms & Conditions image
Certification FAQs image
Post Certification  image
image IBF Skills Badge
Levels of proficiency image
image CPD Requirements
CACS CPD image
FAA CPD image
SFA CPD image
IBF CPD image
image Resource Tools
MySkills Portfolio image
Blog - learn IBF image
image IBF Awards
Overview image
IBF Distinguished Fellow image
IBF Fellow image
IBF Awards 2022 image
image Workforce Transformation and Talent Development
Overview image
IBF-Standards Training Scheme  image
Financial Training Scheme  image
IBF Certification image
Programme Finder image
Career Conversion Programmes  image
Finance Associate Management Scheme  image
Work-Study Support Programme  image
Redeployment Career Conversion Programmes  image
Financial Specialist Scholarship  image
Poly group image
IBF Golden Jubilee ITE Scholarship image
Jobs Bridging Scheme  image
Technology in Finance Immersion Programme  image
Wealth Management Acceleration Programme image
Asian Financial Leaders Scheme  image
International Postings Programme  image
Future Skills Accelerator image
Learn@IBF image
image IBF Portal Services
​IBF Membership image
Examinations for Employees image
IBF Certification for Employees image
CACS CPD Submissions for Employees image
Claims submission - FIs image
image Resource Tools
Jobs Transformation Roadmap for Financial Services image
Skills Framework for Financial Services image
image IBF Awards
IBF Inspire Awards image
IBF Awards 2022 image
image About Careers Connect
For Individuals image
For Financial Institutions image
image Join The IBF Training Ecosystem
Why Partner with IBF image
Skills Framework for Financial Services image
Programme Recognition Process image
image IBF Portal Services
Corporate Portal Account image
Group IBF Certification Application image
Claims submission - TPs image
eservices-IBF image
ibf-singapore image
ibforgsg sharepoint image
image Featured Events
A Career in Sales - Can I do it? Should I do it? image
image All Events
Upcoming Events image
Past Events image
Terms & Conditions image

IBF will continue to work together with our stakeholders and partners, to develop new initiatives and drive greater adoption of our programmes, to build a world-class financial sector workforce in Singapore.

Ravi Menon

IBF Council, IBF

How can we help?

As the appointed Jobs Development Partner for the Financial Industry, IBF serves as an integrated service provider in skills development, career advisory and workforce transformation.
/images/default-source/default-album/career-guidance.png?sfvrsn=ac781c24_1
Career Guidance

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

/images/default-source/default-album/document-1.png?sfvrsn=c4b1e401_1

jobseekers supported by IBF Careers Connect since launch

/images/default-source/default-album/ibf-training-programmes.png?sfvrsn=50ae936a_1
IBF Training Programmes

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

/images/default-source/default-album/document-1.png?sfvrsn=c4b1e401_1

1,070

training programes recorgnised by IBF

/images/default-source/default-album/ibf-certification.png?sfvrsn=19b2fc30_1
IBF Certification

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

/images/default-source/default-album/document-1.png?sfvrsn=c4b1e401_1

1,070

jobseekers supported by IBF Careers Connect since launch

/images/default-source/default-album/events.png?sfvrsn=e95d511a_1
Events

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

/images/default-source/default-album/document-1.png?sfvrsn=c4b1e401_1

24,000

individuals attened IBF Events

Where to begin?

I am here as:

An Individual

A Representative from a Financial Institution

A Representative from a Training Provider

I want to:

Be in the Know

Build my Career in Finance

Learn New Skills

Be in the Know

Join the IBF Community

Transform my Workforce

Be in the Know

Join the IBF Community

Transform my Workforce

Straight from the source

5 Jan 2023

IBF Masterclass : Compliance and Due Dilligence in Finance

clock

2.00am - 3.00am

map

Zoom,

tag

Free

CPD Hours :

Attendees will be awarded 1 hour (non-core) CPD

Overview

Schedule

Speaker

Share Event

Event Secretariat

event-detail-mail

events@ibf.org.sg

event-detail-phone

6305 5694

Overview

As career advisors, we often hear people say, "I can never do a sales job" or "I am not interested in a sales job". They may not know what career paths interest them, but they seem certain that "selling" is not one of them.

Even though we see numerous opportunities in sales – be it for wealth managers, relationship managers, and financial planners - many individuals express disinterest in these roles because they worry about sales targets, which would inevitably create mental pressure, resulting in this pressure being potentially passed to customers (among other reasons).

When we take a step back, we might realize that "selling" is embedded in most jobs. It a soft skill that exists in customer services, it exists when your IT team tries to convince you to adopt a new software, it even exists when we try to pitch an idea to our managers.

In this session, we chat with IBF Fellow Gary Harvey, CEO of St. James Place Wealth Management on his thoughts on Wealth Management and if the notion of selling is to be feared or represents a legitimate career opportunity. What profiles or persons would do well in such roles? In addition to Gary's observations of the industry, this will be an opportunity to find out more about St. James Place, their innovative Partnership programme, training academy and the career opportunities (non-sales included) that they may currently have.

Event Secretariat

event-detail-mail

events@ibf.org.sg

event-detail-phone

6305 5694

Notes

  • Certificate of Attendance (COA) are issued based on participants' attendance records on Zoom. For participants who dial into the session via telephone, please provide the number you dialed in with to events@ibf.org.sg for verification.
  • By registering for the event, you agree and consent to IBF's Privacy Policy.
  • The full Terms & Conditions can be found here.

Schedule


TimeActivity
3.00 pmWelcome remarks (IBF)
3.05 pm
Spotlight on valuing startups, valuation and structuring including discussion around SE Asia Startup ecosystem/trends

(Rohit Singh, CFA)
4.00 pm


Q&A

  • Rohit Singh, CFA
  • Alexander Bari, MA, IMAA
  • Feryani Kho, IMAA
4.30 pmEnd of Session

 

Event Secretariat

event-detail-mail

events@ibf.org.sg

event-detail-phone

6305 5694

Notes

  • Certificate of Attendance (COA) are issued based on participants' attendance records on Zoom. For participants who dial into the session via telephone, please provide the number you dialed in with to events@ibf.org.sg for verification.
  • By registering for the event, you agree and consent to IBF's Privacy Policy.
  • The full Terms & Conditions can be found here.

Speakers

image

Lim Hui Rong

image

Linda Wee

image

Ravi Menon

Event Secretariat

event-detail-mail

events@ibf.org.sg

event-detail-phone

6305 5694

Notes

  • Certificate of Attendance (COA) are issued based on participants' attendance records on Zoom. For participants who dial into the session via telephone, please provide the number you dialed in with to events@ibf.org.sg for verification.
  • By registering for the event, you agree and consent to IBF's Privacy Policy.
  • The full Terms & Conditions can be found here.

image image image image
Contact Us FAQ Join Us

10 Shenton Way, MAS Building #13-07/08 Singapore 079117

© The Institute of Banking & Finance

Sitemap | Privacy Policy