Acquire functional knowledge of technology & operations (T&O) to support trade cycles for financial markets transactions, service customers and improve operations 

Technology and Operations (T&O) lies at the heart of every bank’s ecosystem. A robust and efficient process is critical to ensure systems can support trade life cycles, customer accounts, product development and business enhancements.

Singapore’s move towards a Smart Financial Centre demands a new breed of professionals for a rapidly evolving financial services sector. The ACI-SMU Executive Certificate in Financial Markets Operations (IBF Level 1) programme provides the foundational building blocks for aspiring professionals to harness new capabilities, to bring about more effective systems and work processes, to provide better services and solutions for clients.

The programme is designed for T&O professionals seeking to advance their careers and for new entrants aspiring to embark on T&O careers in the wholesale treasury markets. For program details, please click here:

Who Should Attend

- New hires in treasury operations such as settlement officers and business analysts
- Middle Office Staff such as product controllers, risk managers, auditors and compliance offices
- IT professionals involved in the design, implementation, maintenance and enhancement of financial markets operation systems
- Aspiring individuals who are keen to pursue a financial markets T&O careers



  •  Demonstrate understanding of the financial services industry
  •  Know the key features and applications of core banking products and services
  •  Learn about governance principles, risk management concepts related to banking T&O
  •  Gain an overview of the regulatory and compliance framework for banking T&O
  •  Learn the core concepts of technology and operations performance management
  •  Understand basic principles of finance and accounting
  •  Acquire a working knowledge of accounting entries for booking of transactions
  •  Know the key financial management concepts
  •  Apply financial and operational controls to manage risks
  •  Gain an overview of the organizational structure and function of investment banking
  •  Understand the roles and responsibilities of Operations in client servicing delivery
  •  Learn the transaction processing flow, documentation and controls for cash products and derivatives



Successful candidates will be awarded the ACI-SMU Executive Certificate in Financial Markets Operations (IBF Level 1), and be conferred the IBF Qualified (IBFQ) certification status.

A financial practitioner with IBFQ certification is equipped with broad-based capabilities and foundational competencies to undertake new roles.

Find out more about IBF Certification and its benefits at:

Type of Course



Finance, Financial IT and Risk Management

Credit Units


Instructional Methods and Expectations

Lectures, Discussions, Exercises

Module Fees

SGD $3,750 (excluding GST)
SGD $1,125 (net of 70% IBF-STS funding, excluding GST)

IBF-STS Funding

IBF-STS Funding of 70% is available to eligible institutions and qualified individuals subject to a cap of S$7,000 per participant per programme. Singapore Citizens aged 40 years old and above are eligible for 90% co-funding
of direct training costs, subject to the existing grant caps. For terms and conditions, please click here:

SkillsFuture Credit

Singapore Citizens aged 25 and above, and self-funding may use their SkillsFuture Credit (up to S$500) to defray part of the course fee. Please visit for the User Guide on how to claim for
SkillsFuture Credit. Claim should be submitted via

Union Training Assistance Program (UTAP)

NTUC members are eligible for UTAP funding at 50% of the unfunded course fee capped at $250 every year. For application, terms and conditions, please click here.


The programme is designed for T&O professionals seeking to advance their careers and for new entrants aspiring to embark on T&O careers in the wholesale treasury markets.

Course Dates

20 May - 15 Jul

Classes held on Sats from 9am – 4pm

Justina Koh

Justina Koh has over 20 years’ experience with several international banks, where she was responsible for financial and operational control, and project management. Justina provides consulting and advisory services for banks, and has been engaged in financial training for the past 10 years. She is the principal developer for FTI’s IBF-accredited programmes for Financial Markets: Deal Processing & Settlement and Product Control.

Kelvin Loo

Kelvin Loo has over 13 years’ treasury advisory experience with a local bank, responsible for multi-products and cross-asset risk management solutions. He has more than 10 years of training experience in the area of finance, accounting, derivatives and treasury services.


Seah Kin Lee

Seah Kin Lee has over 20 years’ experience in IT infrastructure, applications and processes for corporates and financial institutions. He is the founder and principal consultant of an IT consulting company, specialising in design, development and implementation of IT projects for financial institutions such as Temasek Holdings, Maybank, Deutsche, RBS, Societe Generale.

Teoh Teng Ee

Teoh Teng Ee has over 14 years’ experience in financial markets operations, covering diverse products such as interest rates, equity, FX and derivatives. He was previously head of Asia Pacific Clearing and Cash Management for an international bank.