The CACS Series is for persons who wish to work in the Wealth or Private Banking industry. Click here for CACS Paper 2.

Exam Syllabus

- Overview of the Private Banking Business
- Marketing Activities and Client Acquisition
- KYC and Understanding Client's Needs
- Developing Solutions and Advising Clients
- Obtaining Client's Agreement and Implementation
- Monitoring and Reviewing Client's Portfolios
- Wealth Transfer and Succession Planning for Private Banking Clients

About the Exam

- 80 MCQs (computer-based)
- Duration: 1.5 hours
- Passing score: 75%
- Fee: $300/$350 (Member/Non-Member) $75 off if subsequent attempt.

There are no exemptions for CACS.

Relevant Products

- 405 unique practice (mock exam) questions in all packages
- 3 hours of E-Learning tutorial video content offered in Success package or above

Certificate of Completion

CMFAS Certificate of Completion Sample

Obtain proof of your learning efforts, even before you pass the exam. Available upon request if you clear at least 90% of the practice questions.

Pricing Information

For full pricing information, click here: Pricing

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Official Study Guide and Booking of Exam Date is a private institution offering online e-learning programs to help candidates pass the exams. The official administrator of the exams are Institute of Banking & Finance (IBF) and Singapore College of Insurance.

Candidates who are unsure which exam to take should check with the compliance department of the company. To book for the exam, please register online through the official websies of IBF or SCI College.

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