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User Guide CACS CPD Reporting
User Guide
CACS CPD Reporting
Log into your IBF Portal admin account at https://eservices.ibf.org.sg
CACS CPD ReportingUser Guide
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Financial Institution A Admin A
A
B
Click on “Submit CACS CPD Reports” to upload your reporting templates
Click on “View CACS CPD Submissions” to view past submissions (if any)
Note: If you are unable to view the CPD tab, please approach your Management Representative to assign you access as a Corporate CPD administrator.
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(20XX)
20XX.
Step 1A
Step 1B
CACS CPD ReportingUser Guide
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(20XX)
20XX 20XX.
Submission of CACS CPD Fulfilment by Covered Person (Template A)
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CACS CPD ReportingUser Guide
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Step 1C Please update the template with the full list of your Covered Persons and their corresponding CPD fulfilment for the year, including any eligible pro-ration.
Step 1D
(20XX)
Step 1E
Step 1F
Step 2A
20XX.
You are submitting CPD records for year 20XX.Please resubmit before 31 January 20XX.
You are submitting CPD records for year 20XX.Please resubmit before 31 January 20XX.
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Please proceed to page 6
CACS CPD ReportingUser Guide
Note: Please refresh (F5) the page is it does not auto refresh after the file has been uploaded
Successful Verification
Unsuccessful Verification
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CACS CPD ReportingUser Guide
Step 1F-1
Step 1F-2
Step 1F-3
Step 2A
You are submitting CPD records for year 20XX.Please resubmit before 31 January 20XX.
Admin A
(20XX)
5Note: Please refresh (F5) the page is it does not auto refresh after the file has been uploaded
CACS CPD ReportingUser Guide
Step 2B: Template B- CPD Reporting
1a
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1b
1a. Click to download pre-populated CPD template of Covered
Person as submitted in template A
1b. Click to download blank CPD template
2. Click to download list of IBF accredited programmes
3. Choose file for upload
4. Upload file
20XX
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Submission of Details of IBF-STS Training Records (Template B)
Step 2CPlease provide the full list of the completed CPD activities by each Covered Persons within the reported calendar year
CACS CPD ReportingUser Guide
Step 2D
Step 2E
(20XX)
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Step 2F
CACS CPD ReportingUser Guide
Step 3
Step 2F-1
(20XX)
You are submitting CPD records for year 20XX.Please resubmit before 31 January 20XX.
You are submitting CPD records for year 20XX.Please resubmit before 31 January 20XX.
You are submitting CPD records for year 20XX.Please resubmit before 31 January 20XX.
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Please proceed to page 10
Successful Verification
Unsuccessful Verification
CACS CPD ReportingUser Guide
Step 2F-2
Step 2F-3
Step 2F-4
Step 2F-5 Please refresh the page (F5)
Admin A
20XX
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Step 3
You are submitting CPD records for year 20XX.Please resubmit before 31 January 20XX.
CACS CPD ReportingUser Guide
Step 3A Please check that submission is correct
Step 3B
Step 3C
Covered Person A XX XX XX XXYes/No*********
Admin A
Admin A
(20XX)
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CACS CPD ReportingUser Guide
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