Understand the tax and estate planning issues, analyse client’s estate planning needs and recommend suitable solutions to meet client’s needs.
Understand the tax and estate planning issues, analyse client’s estate planning needs and recommend suitable solutions to meet client’s needs.
The Institute of Banking and Finance Singapore (IBF) was established in 1974 as a not-for-profit industry association to foster and develop the professional competencies of the financial industry.
IBF represents the interests of close to 200 member financial institutions including banks, insurance companies, securities brokerages and asset management firms. In partnership with the financial industry, government agencies, training providers and the trade unions, IBF is committed to equip practitioners with capabilities to support the growth of Singapore’s financial industry.
IBF is the national accreditation and certification agency for financial industry competency in Singapore under the Skills Framework for Financial Services, which were developed in partnership with the industry. Individuals who complete the IBF-accredited skills training programmes and meet the relevant criteria may apply for IBF Certification.
IBF also administers regulatory examinations on behalf of the Monetary Authority of Singapore, as well as industry examinations such as the Client Advisors Competency Standards and Financial Markets Regulatory and Practices Certificate Programme.
Since 2018, IBF is the appointed programme manager for the administration of career conversion programmes for the financial industry supported by Workforce Singapore. As programme manager, IBF will partner financial institutions to re-skill employees for expanded roles and opportunities in growth areas.
IBF also provides personalised career advisory to Singapore Citizens and Singapore Permanent Residents exploring a new role in, or career switch into the financial industry, under IBF Careers Connect. Since mid-October 2020, IBF has been appointed by the National Jobs Council as the Jobs Development Partner for the financial industry.
The Certified Financial Planner™ credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice.
This programme expounds the concept of business strategy and examines the relationship between financial ratios, its interpretation and analysis to achieving business goals.
Enroll today and master the skills needed to analyse financial statements, evaluate company performance, and make informed business decisions.
It demystifies finance by explaining simply and clearly what the key financial statements mean, how they work and relate to each other and how to apply key management ratios to evaluate the strengths and weaknesses of the business operations.
IMA Financial Planning & Analysis Certificateâ„¢ enhances your skills in financial planning and analysis as it relates to budgeting, planning, and forecasting.
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