IBF-ACCREDITED CORE SFA CPD COURSE
This course enables appointed representatives of capital market service licensees who serve retail investors to meet the MAS’ requirement that they must complete 6 hours of relevant continuing professional development (CPD) training in ethics or rules and regulations, which are accredited by the Institute of Banking and Finance, by the end of every calendar year.
Enhance your understanding of ethical standards governing the calculation and presentation of investment performance. In this comprehensive course, participants will delve into the principles of fair representation and full disclosure that underpin the GIPS Standards. The GIPS Standards are ethical standards for calculating and presenting investment performance based on the principles of fair representation and full disclosure. These voluntary industry standards are designed to foster transparency and global comparability in an environment where regulatory landscapes vary across jurisdictions.
The GIPS standards are developed, maintained, and promoted through the collaboration of individual volunteers from the investment community, CFA Institute, and GIPS Standards Sponsors in over 40 markets.
IMAS is the Singapore Country Sponsor for the GIPS Standards, and we are responsible for promoting and furthering the progress of the GIPS standards in Singapore. IMAS strongly encourages all its members to comply with the GIPS standards and perform verification.
LEARNING OUTCOMES
COURSE OUTLINE
ASSESSMENT
There will be two Multiple Choice Questionnaire (MCQ) assessments made available to students after completion of the training module.
Both Assessment A: Case Study and Assessment B: Quiz will have 5 questions each. There will be a total of 10 questions and students are required to obtain the minimum passing grade of 70% for both assessments before they are deemed to have completed the training.
FEE*
IMAS Member: $140 per individual
Non-IMAS Member: $150 per individual
*FTS-Eligible
This 1-hour module is accredited by IBF as a Core SFA CPD course and eligible for Financial Training Scheme (FTS) funding support.
Please note that in no way does this represent an endorsement of the quality of the training provider and programme. Participants are advised to assess the suitability of the programme and its relevance to participants’ business activities or job roles.
The FTS is available to eligible entities based on the prevalent funding eligibility, quantum and caps. FTS claims may only be made for recognised programmes with specified validity period. Please refer to www.ibf.org.sg for more information.