Institute of Banking and Finance (IBF) Singapore Accredited Programme

Earn your CAIA Charter and become IBF Certified. Singaporeans and Singapore permanent residents may also apply for reimbursement of fees incurred for the CAIA Charter program.

We are pleased to have earned the status of Accredited Provider under the Institute of Banking & Finance (IBF) Standards. Participants meeting eligibility criteria  may pursue reimburseable funding for the CAIA Charter, and be reimbursed based on funding levels and requirements (see below and here) met in an effort to earn the CAIA designation

Overview of the Accredited CAIA Charter Exams and the IBF Standards

Learn more about the CAIA Charter here. Learn more about the IBF and Standards here. Please note that CAIA Association has been exempted from the Nett Fee model. For more information about the most recent changes to the IBF Standard Training Scheme (STS) program, please review these FAQs.

  • IBF Standards Training Scheme - CAIA Charter Exam Level I and Level II

    • CAIA Charter (Level I and Level II exams) has been accredited under the IBF Standards, and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Candidates are advised to assess the suitability of the programme and its relevance to participants' business activities or job roles. View information about the CAIA programme here and related fees here.
    • Current Funding Model:

More information about current Funding Model may be found here. A summary is visible below: 

Enhanced Funding Support IBF #1
Enhanced Funding Support IBF #2
  • IBF Certification: CAIA Level I:  A practitioner who successfully completes an IBF Level I Programme (CAIA Level I) will be conferred the IBF Qualified (IBFQ) certification status. Terms & conditions apply. CAIA Level II: A practitioner who successfully completes an IBF Level 2 and/or 3 Programme (CAIA Level II) will be conferred the IBF Advanced (IBFA) certification status. Terms & conditions apply. Find out more about IBF certification and its benefits here.
  • Per the additional requirement, first-time CAIA exam takers must complete the Compliance Asia bridging assessment here

Eligibility Requirements*

  • Eligible Candidates must be either Singaporean citizens, or Singapore Permanent residents.
  • Candidates must register from a Singapore address and take the exam(s) in Singapore.
  • No additional scholarship funding may be in evidence.
  • If Candidate is sponsored by a company, that company must administer the reimbursement process.
  • Exam reassessment (retake) fees are not funded under this program.

Additional Requirements

  • In order to ensure compliance with local/domestic compliance rules and regulations, Candidates must complete a bridging assessment administered by ComplianceAsia Consulting PTE LTD prior to submitting a reimbursement claim. 
    • The objectives of the course are to enable participants to: 1) Understand Singapore's regulatory environment for the fund management industry. 2) Acquire basic knowledge of the licensing regime for fund management companies in Singapore. 3) Acquire and demonstrate understanding of rules and regulations applicable to licensed and regulated fund management companies in Singapore.
    • Additional Information on bridging assessment:
      • Note that funding claims of self-sponsored individuals are to be submitted by CAIA Association within 2 weeks upon Candidate's passing of:
        • CAIA Level I Exam + ComplianceAsia's assessment*
        • CAIA Level II Exam 
        • *ComplianceAsia assessment is applicable only to first-time CAIA Level I exam takers, and must be completed before or within 2 weeks after receiving notification of passing the exam and prior to funding claims submitted on behalf of Candidates.
  • NOTE: Candidates must complete CAIA Association's Reimbursement Information Form and must submit the following supporting documents to CAIA via email to

    • CAIA Exam Registration Invoice 

    • Candidate Performance Report showing passing status 

    • Compliance Asia Enrollment Invoice, with date of purchase (first time test takers) 

    • Compliance Asia Course Completion Certificate (first time test takers)

For additional information regarding IBF funding requirements and eligibility, as well as for CAIA exam registration, please contact CAIA Association directly via email at Additional information may also be available directly via the IBF web portal:

*Important: Candidates applying for IBF reimbursement should be aware that the CAIA Association must release personal identifier information, and the results of the exams or programme, to IBF.