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Testimonies

" I’d like to especially thank James Sim and Benedict Wang, first, for inviting us to come to Singapore to leverage our presence during your events, and second, for ensuring that our independent programs worked together seamlessly and effectively over the course of four days."

Selwyn Feldman, CFP
Chairperson
FPSB Board of Directors

" From the opening ceremony highlighting the global nature of CFP certification, through the engagement of the local and international audience with quality speakers and topics, to the gala dinner recognizing Singapore's newest CFP professionals, FPAS's Financial Services Practitioners Congress was an outstanding success. FPSB and the global community were proud to participate in such a world-class event, and to witness firsthand the Singapore CFP professional community's commitment to high standards, continuing professional development and consumer outreach through the SICEX conference. We wish FPAS and CFP professionals in Singapore every success in holding similar events and promoting CFP certification as the global symbol of excellence in financial planning."

Noel Maye
FPSB CEO

" As a recent attendee of your Financial Services Practitioners Congress "Turning Silver into Gold", I would like to express how much of an "eye opener" it has been for me in a world of fee base financial planning process. As an IFA myself, managing my own firm, and articulating my business model towards fee base, this was exactly what I needed. I believe that I will be able to put it into practice what I have learnt, to capture the high net worth market.

Speakers like Bill Lexmond, Ian Heraud and Bhupinder Anand who shared their personal experiences on how to forge relationships with high net worth clients and insights on fee structure was invaluable. Helping the seminar attendees to understand what works well, along with what does not, allowed me to calibrate my approach to business development. As a result, I am currently working towards marketing my services to this particular market.

Big thanks to FPAS on creating this wealth of knowledge sharing seminar, and with the magazine "The Practice", it has given me the insights on the long history of FPA and CFP.

It was an "Outstanding" seminar and am looking forward for the next."

Arrasu SE
CEO
A&A Financial Solutions Pte Ltd

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CFP^®, CERTIFIED FINANCIAL PLANNER^TM, and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Singapore is the marks licensing authority for the CFP marks in Singapore, through agreement with FPSB.

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