Organisation Eligibility

Prior to any application for programme recognition, your organisation must be first approved as an Eligible Organisation by the IBF. This requirement does not apply to financial institutions regulated by the Monetary Authority of Singapore and institutes of higher learning under the Ministry of Education.

Key Requirements

Applicants should fulfil the following:

  • Registration with the relevant regulatory bodies
  • Sound financial standing
  • Fit and proper requirement for key management persons
  • Financial Training Record
  • Proper governance and structure

The organisation eligibility evaluation is required for the following schemes
IBF Standards Training Scheme (IBF-STS)
Financial Training Scheme (FTS)
Prescribed Financial Advisory Continuing Professional Development (FA CPD) Course

For more details on the eligibility requirements and application fees for the different schemes, please contact:
IBF STS – standards@ibf.org.sg
FTS – fts@ibf.org.sg
FA CPD – cpd@ibf.org.sg

Submit your Organisation Eligibility application through the IBF Portal

Please create a Corporate Account on the IBF Portal to access and submit the Organisation Eligibility application.

 

If your organisation already has a Corporate Account, please log in to the IBF Portal to submit your application.