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 FAQs on the PB Code.
The CACS Assessment comprises of 2 papers:
Legislations, Regulations & Industry Codes of Practice
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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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need further assistance, please email us at exams@ibf.org.sg.
