Client Advisor​ Competency Standards (CACS) Assessment

The CACS Assessment is applicable to ​private banking professionals (or "Covered Persons") who are in a client-facing role and provide financial advisory services to high net worth individuals.

For more information, please refer to the Association of Banks of Singapore (ABS) for a copy of the Private Banking Code of Conduct and the FAQ​s o​n the PB Code​​.

The CACS Assessment comprises of 2 papers:

Legislations, Regulations & Industry Codes of Practice

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Industry & Product Knowledge

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Continuing Professional Development (CPD)

All Covered Persons are expected to achieve a minimum of 15 hours of CPD in each calendar year. Please click here for more details on CACS CPD requirements.

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Contact

If you need further assi​stance, please email us at exams@ibf.org.sg.