For more information specifically on assessment matters relating to the Client Advisor Competency Standards, please visit
http://www.ibf.org.sg
For more information on MAS Guidelines for E-Payments User Protection, please visit https://www.mas.gov.sg/regulation/guidelines/guidelines-for-e-payments-user-protection
Basic Financial Planning Guide
To help Singaporeans identify and plug gaps in their finances, the Monetary Authority of Singapore and MoneySense, together with the CPF Board, Association of Banks in Singapore, Association of Financial Advisers (Singapore) and Life Insurance Association, have developed a Basic Financial Planning Guide. It contains rules of thumb to support individuals taking proactive steps to address their savings, insurance, and investment needs at different life stages.
Key Resources