1.
The Certified Financial Planner Board of Standards (CFP)
2.
The Institute of Certified Bankers (ICB)
3.
The Institute of Certified Public Accountants of Singapore (ICPAS)
4.
National Association of State Boards of Accountancy (NASBA)

The Certified Financial Planner Board of Standards has accepted the following e-Learning & Reference Solutions for Continuing Education (CE credits).

CFP licensees should report their credits directly to the CFP Board
http://www.cfp-board.org/


Sl.No.
Course Library
No. of
CE credits
1.
Asset Liability Management
15
2.
Asset Liability Management for Insurance Companies
16
3.
Asset Securitization
16
4.
Credit Analysis
20
5.
CTM - Funding & Investments
14
6.
CTM – Implementation
12
7.
Equity Markets
20
8.

Financial Accounting

15
9.
Fixed Income Markets
34
10.
Financial Mathematics
7
11.
Futures and Forwards
7
12.
Market Risk (Basic Level)
13
13.
Market Risk (Intermediate Level)
6
14.
Market Risk (Advanced Level)
5
15.
Money Markets
18
16.
Options
10
17.

Swaps

7
18.
Understanding Financial Statements
4

The Institute of Certified Bankers' ™ (ICB) mission is to provide financial services professionals with confidence, credibility and recognition through its certifications. A subsidiary of the American Bankers Association, ICB promotes the highest standards of performance in the financial services industry by validating individuals' knowledge and expertise.

The following KESDEE, Inc. online courses have been approved for continuing education credit by the ICB. Approved courses and credit allocations are indicated below. ICB's CE credit approval does not indicate an endorsement of any kind.

Sl.No.
KESDEE's Online / e-Learning Programs
Number of Courses
ICB Designation Title
No. of
CE credits
1.
Anti-Money Laundering
06
Certified Regulatory Compliance Manager (CRCM)
9.0
Certified Financial Services Security Professional (CFSSP)
9.0
Certified Trust & Financial Advisor (CTFA) - Fiduciary & Trust Activities (FID)
9.0
2. Asset Securitization
28
Certified Securities Operations Specialist (CSOP) 44.0
3. Budgeting
5
Certified Financial Marketing Professional (CFMP)
5.0
4. Corporate Governance
9
Certified Securities Operations Specialist (CSOP)
18.0
5. Counterparty Credit Risk
9
Certified Securities Operations Specialist (CSOP)
12.75
6. Credit Analysis
13
Certified Lender Business Banker (CLBB)
18.5
7. Credit Derivatives
23
Certified Securities Operations Specialist (CSOP)
37.25
8. Credit Ratings
3
Certified Lender Business Banker (CLBB)
3.75
9. Credit Risk Modeling
6
Certified Lender Business Banker (CLBB)
7.5
10. CTM Foreign Exchange Management
7
Certified Securities Operations Specialist (CSOP)
8.75
11. CTM Funding and Investment

5

Certified Securities Operations Specialist (CSOP)
7.5
Certified Trust & Financial Advisor (CTFA) - Investment Management (INV)
7.5
12. CTM Interest Rate Risk Management
4
Certified Securities Operations Specialist (CSOP) 8.75
13. Equity Markets

10

Certified Securities Operations Specialist (CSOP)
16.25
Certified Trust & Financial Advisor (CTFA) - Investment Management (INV)
16.25
14. Financial Accounting
9
Certified Trust & Financial Advisor (CTFA) - Financial Planning (FP)
14.75
15. Financial Mathematics
7
Certified Trust & Financial Advisor (CTFA) - Financial Planning (FP)
10.75
16. Financial Planning
9
Certified Trust & Financial Advisor (CTFA) - Financial Planning (FP)
11.25
17. Financial Privacy 6
Certified Regulatory Compliance Manager (CRCM)
7.5
Certified Securities Operations Specialist (CSOP) 7.5
Certified Trust & Financial Advisor (CTFA) - Fiduciary & Trust Activities (FID) 7.5
18. Fixed Income Markets 17 Certified Corporate Trust Specialist (CCTS)
24.0
Certified Securities Operations Specialist (CSOP)
24.0
Certified Trust & Financial Advisor (CTFA) - Investment Management (INV)
24.0
19. Foreign Exchange Markets
9
Certified Securities Operations Specialist (CSOP)
15.75
20. Futures and Forwards

7

Certified Securities Operations Specialist (CSOP)
9.5
Certified Trust & Financial Advisor (CTFA) - Investment Management (INV)
9.5
21. Market Risk – Advanced
4
Certified Securities Operations Specialist (CSOP)
5.0
22. Market Risk – Basic
8
Certified Securities Operations Specialist (CSOP)
11.25
23. Market Risk – Intermediate
8
Certified Securities Operations Specialist (CSOP)
13.25
24. Money Markets
9
Certified Securities Operations Specialist (CSOP)
14.25
25. Mutual Funds 10 Certified Securities Operations Specialist (CSOP)
14.5
Certified Retirement Services Professional (CRSP)
14.5
Certified Trust & Financial Advisor (CTFA) - Investment Management (INV)
14.5
26. Operational Risk Management
21
Certified Securities Operations Specialist (CSOP)
27.75
27. Options

10

Certified Securities Operations Specialist (CSOP)
13.25
Certified Trust & Financial Advisor (CTFA) - Investment Management (INV)
13.25
28. Sarbanes Oxley Act

12

Certified Regulatory Compliance Manager (CRCM)
15.0
Certified Financial Services Security Professional (CFSSP)
15.0
29. Swaps
7
Certified Securities Operations Specialist (CSOP)
10.75
30. Understanding Financial Statements

2

Certified Lender Business Banker (CLBB)
2.5
Certified Trust & Financial Advisor (CTFA) - Financial Planning (FP)
2.5
31. Value at Risk
16
Certified Securities Operations Specialist (CSOP)
24.0

KESDEE Inc. has established a strategic relationship with The Institute of Certified Public Accountants of Singapore (ICPAS) for distribution of financial e-Learning & Reference Solutions to CPAs in Singapore. ICPAS has approved KESDEE's entire suite of e-Learning & Reference Solutions for Continuing Professional Education (CPE) Credits.

KESDEE's suite of financial e-Learning & Reference Solutions has been re-packaged to meet the Continuing Professional Education (CPE) requirements of ICPAS. Each e-Learning course package for ICPAS consists of a maximum of three courses for which ICPAS shall issue CPE credits as per their CPE requirements.

ICPAS issues a CPE Credit of 1.5 Hours for each of the below mentioned Course.

Sl.No.
KESDEE's Online / e-Learning Programs
Number of Courses
Course Packages
CPE
1.
Asset Liability Management for Insurance Companies
1
a) Scope of ALM
1.5 Hours
b) Overview of ALM in Insurance Companies
c) A 9 part Framework of ALM
2
a) Strategies for ALM
1.5 Hours
b) Overview of Life, Property and Casualty Industry
c) Annuities
3
a) Actuarial Principles
1.5 Hours
b) Reinsurance
c) Insurance-Linked Securitization
4
a) Yield Curve Analysis
1.5 Hours
b) Interest Rate Gap I
c) Interest Rate Gap II
5
a) Simulation and Scenario Analysis I
1.5 Hours
b) Simulation and Scenario Analysis II
6
a) Duration I
1.5 Hours
b) Duration II
c) Duration III
7
a) Convexity
1.5 Hours
b) Basic Point Value
8
a) Value at Risk - I
1.5 Hours
b) Value at Risk - II
c) Application of Analytical Techniques
9
a) AL Organization
1.5 Hours
b) ALCO Meetings
c) ALM Policies and Procedures
10
a) Audit of ALM
1.5 Hours
b) Regulations in Insurance Industry
c) Software Applications
d) Case Study - Confederation Life Insurance
2.
Anti-Money Laundering
1
a) What is Money Laundering
1.5 Hours
b) International Initiatives
c) Customer Identification Program
2
a) USA Patriot Act
1.5 Hours
b) Wolfberg's Principles on Correspondent Banking
c) Terrorist Related Issues
3.
Asset Liability Management
1
a) Scope of ALM
1.5 Hours
b) Objectives of ALM
c) Growing Relevance of ALM
2
a) A Nine-part Framework for ALM
1.5 Hours
b) Strategies of ALM
c) Yield Curve Analysis
3
a) Interest Rate Gap Analysis I
1.5 Hours
b) Interest Rate Gap Analysis II
c) Interest Rate Gap Analysis III
4
a) Simulation and Scenario Analysis I
1.5 Hours
b) Simulation and Scenario Analysis II
5
a) Duration I
1.5 Hours
b) Duration II
6
a) Duration III
1.5 Hours
b) Duration IV
7
a) Strategies for Interest Risk Management
1.5 Hours
b) Basis Point Value
8
a) Convexity
1.5 Hours
b) Review of Statistical Concepts
9
a) Value at Risk I
1.5 Hours
b) Value at Risk II
10
a) Application of Analytical Techniques
1.5 Hours
b) AL Organization
c) ALCO Meetings
d) ALM Policies and Procedures
4.
Asset Securitization
1
a) Overview
1.5 Hours
b) Credit Enhancement
c) Ratings Approach to Asset Securitization
2
a) Residential Mortgage Backed Securities-Basics
1.5 Hours
b) Residential Mortgage Backed Securities-Prepayments
c) Residential Mortgage Backed Securities-Basic Structures
d) Residential Mortgage Backed Securities-Basic Structures
3
a) Mortgage-backed Securitization (Commercial)
1.5 Hours
b) Auto Loan Receivables Securitization
c) Credit Card Receivables Securitization
4
a) Collateralized Debt Obligations (CDOs)
1.5 Hours
b) Case Studies (CDOs, CLOs, CBOs)
c) Future Flow Receivables Securitization
5
a) Home Equity Loans
1.5 Hours
b) Insurance Risk Securitization - I
c) Insurance Risk Securitization - II
6
a) Case Studies (Non-Performing Loans)
1.5 Hours
b) Case Studies (Different Products)
7
a) Case Studies (Asia & Australia)
1.5 Hours
b) Case Studies (North America & Europe)
8
a) Healthcare Receivable Securitization
1.5 Hours
b) Asset-backed Commercial Paper
c) Project Management
9
a) Risk Management
1.5 Hours
b) Legal Aspects
10
a) Accounting
1.5 Hours
b) Tax
c) Supervision
5.
Basel-II - New Capital Proposals
1
a) Overview
1.5 Hours
b) Credit Risk -Standardized Approach
2
a) Credit Risk - IRB Approach
1.5 Hours
b) Credit Risk - Securitisation Framework
3
a) Operational Risk
1.5 Hours
b) Market Risk
4
a) Supervisory Review Process
1.5 Hours
b) Market Discipline
6.
Budgeting
1
a) Overview of budgeting
1.5 Hours
b) Types of budgets
c) Approaches to budgeting
2
a) Preparing a budget
1.5 Hours
b) Budgetary control
7.
Capital Adequacy Planning (Basel-I)
1
a) Overview
1.5 Hours
b) Credit Risk I
c) Credit Risk II
2
a) Market Risk Capital - Overview
1.5 Hours
b) Standardized measurement method
c) Internal ratings based approach
d) Economic Capital/Risk Adjusted Return on Capital (RAROC)
8.
Case Studies-Treasury Management
1
a) Treasury Management - Scope and Importance
1.5 Hours
b) Overview of Risk Management
c) Sumitomo
d) Lufthansa
e) Allied Irish Banks
2
a) P & G
1.5 Hours
b) Gibson Greetings
9.
Corporate Governance I - Introduction
1
a) Overview
1.5 Hours
b) Models and Mechanisms
c) Shareholders and Stakeholders
10.
Corporate Governance II -Roles & Responsibilities
2
a) Board of Directors
1.5 Hours
b) Audit Committee
c) Banking Corporate Governance
11.
Corporate Governance III - Implementation
3
a) Corporate Scandals
1.5 Hours
b) Best Practices
c) Corporate Responsibility
12.
Counterparty Credit Risk
1
a) Overview to Derivation Products-I
1.5 Hours
b) Overview Derivation Products-II
c) Credit Exposure
2
a) Credit Risk in Derivative Products
1.5 Hours
b) Pre-settlement & settlement risk
c) Netting
3
a) Margin and Collateral Requirements
1.5 Hours
b) Monte Carlo Simulation
c) Case Studies
13.
Credit Analysis
1
a) Overview to Credit Analysis
1.5 Hours
b) Lending Process
c) Financial Statement Analysis I
d) Financial Statement Analysis II
2
a) Non Financial Analysis
1.5 Hours
b) Asset Classification and Loan Loss Provisioning
c) Borrowing Causes and Sources of Repayment
3
a) Problem Loans
1.5 Hours
b) Consumer Installment Lending
c) Floor Plan Lending
4
a) Accounts Receivable and Inventory Lending
1.5 Hours
b) Participation Lending
c) Letter of Credit and Loan Commitments
14.
Credit Derivatives
1
a) Overview to Credit Derivatives Objective
1.5 Hours
b) Credit Risk
c) Credit Rating Dynamics
2
a) Emerging Markets
1.5 Hours
b) Classic Credit Derivatives
c) Structured Notes
3
a) Total Return Swaps
1.5 Hours
b) Repackaged Notes
c) Credit Portfolio Securitization Structures
4
a) Case Studies for CPSS
1.5 Hours
b) Credit Default Swaps
c) Case Studies for Credit Default Swaps
5
a) Credit Spread Options
1.5 Hours
b) Bank and Institutional Applications
c) Investor Applications
6
a) Corporate Applications
1.5 Hours
b) Pricing Credit Derivative Instruments
c) Risk Involved In Credit Derivatives
7
a) Documentation
1.5 Hours
b) Regulations
c) Legal Issues
d) Accounting
e) Taxation
15.
Credit Ratings
1
a) Internal Rating System
1.5 Hours
b) Internal Ratings-Based Approach
c) External Ratings
16.
Credit Risk Modeling
1
a) Conceptual Approach to Credit Risk Modeling
1.5 Hours
b) JP Morgan's Credit Metrics
c) CSFB's Credit Risk
2
a) KMV Portfolio Manager
1.5 Hours
b) Credit Portfolio View
c) Credit Portfolio Management
17.
Equity Markets
1
a) Global Equity Markets
1.5 Hours
b) Equity Valuation Models-I
c) Equity Valuation Models-II
2
a) Stock Index Futures
1.5 Hours
b) Equity Swaps
c) Equity Options
3
a) Convertibles
1.5 Hours
b) Warrants
4
a) Portfolio Management
1.5 Hours
b) Equity Structured Products
18.
Financial Accounting
1
a) Introduction to Accounting
1.5 Hours
b) Accounting Process
c) Finalization of Accounts
2
a) Financial Statement Analysis - I
1.5 Hours
b) Financial Statement Analysis - II
c) Reconciliation of Books
3
a) Depreciation Accounting
1.5 Hours
b) Inventory Accounting
c) Petty Cash Accounting
19.
Financial Institution Analysis - CAMEL Approach
1
a) Overview of CAMELS
1.5 Hours
b) Earnings Ability
c) Capital Adequacy
2
a) Asset Quality
1.5 Hours
b) Management Competence
3
a) Liquidity Risk
1.5 Hours
b) Sensitivity to Market Risk
c) Composite Rating
20.
Financial Mathematics

1

a) Time Value of Money
1.5 Hours
b) Basic Financial Measures
c) Bond Pricing
d) Yield Curve Analysis

2

a) Probability Distributions and their Properties
1.5 Hours
b) Measuring Volatility