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The CBCE is applicable to all persons in the wholesale and commercial banking sectors in Singapore.

The CBCE Assessment comprises of 2 papers:

Paper 1: Legislations, Regulations & Industry Codes of Practice
Exam Syllabus:

1. Overview of Wealth Management
2. Private Banking Code of Conduct
3. Client On Boarding Process
4.Client Relationship Management
5.Wealth Transfers and Succession Planning               

Exam Format: 

FormatDurationPassmark
100 MCQs2 hours 75%

The exam results will be displayed on the computer screens after the exam. Candidate can print their result slips from their portal account on the next working day.

Exam Fees (Before GST):

Corporate Members: $330 (1st Attempt), $310 (Subsequent Attempts)
Non-Members: $400 (1st Attempt), $380 (Subsequent Attempts)

Exam Schedule & Location:

  • Please log into IBF Portal for information on all examination dates and schedule.  
  • All examinations are held in IBF Assessment Centre (20 Anson Road, #05-01, 20 Anson Building, Singapore 079912)

Exemptions:

There are no exemptions to CACS Paper 1 as it is a rules and regulations exam.

Paper 2: Industry & Product Knowledge

Exam Syllabus:
1. Portfolio Management Process

2. Macroeconomic Analysis

3. Foreign Exchange Analysis

4. Fixed Income Analysis and Strategies

5. Equity Analysis and Strategies

6. Funds Solutions

7. Alternative Investments

8. Derivatives

9. Structured Products

10. Credit and Leverage

Exam Format:

FormatDurationPass mark
100 MCQs2 hours 75%

Exam Fees (Before GST):

Corporate Members: $330 (1st Attempt), $310 (Subsequent Attempts)
Non-Members: $400 (1st Attempt), $380 (Subsequent Attempts)

Exam Schedule & Location:

Please log into IBF Portal for information on all examination dates and schedule.  
All examinations are held in IBF Assessment Centre (20 Anson Road, #05-01, 20 Anson Building, Singapore 079912)

Exemptions:

From 1 January 2019, CFA Charterholders are exempted from CACS Paper 2.

Covered Persons will still need to pass CACS Paper 1 to be deemed to have completed the CACS Assessment.