CMFAS Training

CMFAS training by professional trainers from Octen Consultancy will adequately prepare your candidates for the examination requirements stated in Notice No. FAA-N13.

CMFAS training

We are the CMFAS training provider of choice for major financial institutions in Singapore and will be happy to partner you. Our principal trainer has more than 15 years’ experience in the financial services industry. Over the past 10 years, he has delivered high quality CMFAS training to thousands of financial professionals.

Our area of expertise include:

1) CMFAS Training for M5 – Rules and Regulations for Financial Advisory Services

Module 5 is the common examination for all individuals intending to provide financial advisory services in Singapore. We have designed this course to bring alive the rules and regulations of financial advisory services for your candidates. This is achieved by sharing with them our real life experiences to create an easy to understand presentation. We will also cover the laws and regulations, and associated codes, notices, practice notes and guidelines governing financial advisers in Singapore.

2) CMFAS Training for M8 – Collective Investment Schemes

At the end of this course, your candidates will understand how various types of investments work. They will learn about the tools and techniques used to analyse, advise and market collective investment schemes and unit trusts. In addition, we will also go through various types of calculation questions that are likely to be tested.

3) CMFAS Training for M8A – Collective Investment Schemes II

At the end of this course, your candidates will have an in-depth understanding of how structured products work. We will cover the governance structure, documentation and risks associated with the investment of structured products, particularly structured funds. In addition, your candidates will learn to evaluate structured funds on product features and inherent risks. They will also understand how structured funds perform under various market conditions in order to determine product suitability for clients. This course also discusses the various types of derivatives in the market, both on-the-exchange and over-the-counter.

4) CMFAS Training for M9 – Life Insurance and Investment-Linked Policies

At the end of this course, your candidates will be able to make sense of complex life insurance concepts. They will acquire knowledge of how investment-linked policies (ILPs) work. We will also be teaching them how to solve different types of calculation questions for ILPs.

5) CMFAS Training for M9A – Life Insurance and Investment-Linked Policies II

At the end of this course, your candidates will have an in-depth understanding of how structured products work. We will cover the governance structure, documentation and risks associated with the investment of structured products, particularly structured ILPs. In addition, your candidates will learn to evaluate structured ILPs on product features and inherent risks. They will also understand how structured ILPs perform under various market conditions in order to determine product suitability for clients. This course also discusses the various types of derivatives in the market, both on-the-exchange and over-the-counter.

6) Health Insurance (HI) Module

At the end of this course, your candidates will acquire knowledge of how different types of health insurance products work. In addition, the training covers the healthcare environment in Singapore and the different ways to finance healthcare needs. We will also be covering the common types of calculation questions in the examination.”

For a copy of the detailed course outline and trainer’s profile, please click here.