Client Advisor Competency Standards (CACS) Paper 2 - Industry & Product Knowledge

  • - Investment Concepts - Risk & Return
  • - Portfolio Management
  • - Fixed Income and Equity Securities
  • - Options, Futures, Foreign Exchange and Swaps Contracts
  • - Structured Products
  • - Unit Trusts and Fund Products
  • - Alternative Investment Products and Services
  • - Using Credit and Leverage
  • Format: 100 MCQs (computer-based)
  • Duration: 2 hours
  • Pass mark: 70%


The exam results will be displayed on the computer screens after the exam. Printed result slips will not be issued.

  Fees before GST
  1st Attempt Subsequent Attempt
Corporate Members $300 $225
Non-Members $350 $275