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

  • - Portfolio Management Process
  • - Macroeconomic Analysis
  • - Foreign Exchange Analysis
  • - Fixed Income Analysis and Strategies
  • - Equity Analysis and Strategies
  • - Funds Solutions
  • - Alternative Investments
  • - Derivatives
  • - Structured Products
  • - Credit and Leverage
  • Format: 80 MCQs (computer-based)
  • Duration: 2.5 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 $330 $310
Non-Members $400 $380
This paper is eligible for IBF-STS Funding. Please click here​ for more information.​​

From 1 January 2019, CFA Charterholders are exempted from CACS Paper 2.

Covered Persons will still need to pass CACS Paper 1 to be deemed to have completed the CACS Assessment.

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