P210730EEJ

CFA L3 PREPARATORY PROGRAM BY KAPLAN (IBF-STS ACCREDITED)(E-LEARNING)

Programme Scheme : IBF-STS and, Core FAA / SFA CPD


Programme Title CFA L3 PREPARATORY PROGRAM BY KAPLAN (IBF-STS ACCREDITED)(E-LEARNING)
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Kaplan Higher Education Academy Pte. Ltd.
Purpose of Programme

The course is designed to provide students with the technical skills and competences to perform the job role of a Portfolio Manager.  

Programme Website https://www.kaplan.com.sg/
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Asset Management, Capital Markets, Corporate Banking, Financial Markets, Financial Services, Private Banking and Wealth Management
Location of Training
Training Duration/ CPD Hours: Total: 83 Hr(s)
48 Full Day(s) over 6 Month(s)

Core FAA CPD: 0 Hr(s)
Core SFA CPD: 0 Hr(s)
Name of Contact Person: Marty Windle
Designation Director of Academic and Strategic Partnerships.
DID 63095763
Email marty.windle@kaplan.com
Skills Category Skills and Competencies Proficiency Level
A. Business Development and Strategy Management A13. Ethical Culture 4
B. Customer Relationship and Stakeholder Management B1. Account Management 4
E. Investment and Financial Management E1. Attribution Analysis 4
E. Investment and Financial Management E2. Behavioural Finance 4
E. Investment and Financial Management E6. Business Environment Analysis 4
E. Investment and Financial Management E10. Client Investment Suitability 3
E. Investment and Financial Management E15. Environment and Social Governance 4
E. Investment and Financial Management E24. Market Research and Analysis 4
E. Investment and Financial Management E33. Trading Management 4
G. Product, Sales and Market Management G14. Pricing Strategy 4
H. Risk Management, Governance and Regulatory Compliance H23. Portfolio and Investment Risk Management 4
H. Risk Management, Governance and Regulatory Compliance H25. Regulatory Compliance 4
H. Risk Management, Governance and Regulatory Compliance H30. Risk Management 4

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