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.

 

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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.
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Career Guidance

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jobseekers supported by IBF Careers Connect since launch

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IBF Training Programmes

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1,070

training programes recorgnised by IBF

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IBF Certification

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1,070

jobseekers supported by IBF Careers Connect since launch

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Events

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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

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Join the IBF Community

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Transform my Workforce

Straight from the source

11 Nov 2023

Training IBF Masterclass : Compliance and Due Dilligence in Finance

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2.00am - 3.00am

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Zoom,

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Free

CPD Hours :

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

Overview

Schedule

Speaker

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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.

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