Financial Planning Association of Singapore

About Financial Planning Association of Singapore

Established on 1st December 1998, the Financial Planning Association of Singapore (FPAS) is a non-profit professional association dedicated to developing and promoting an industry providing unbiased financial advice to the Singaporean public. FPAS is the professional organisation for the financial planning industry in Singapore and is the organisation representing qualified financial planners.

FPAS is part of a global assembly of financial planning bodies, and a licensee of the Financial Planning Standards Board Ltd., a US-based nonprofit organization launched in October 2004 to set standards for and oversee the international CFP certification program. Together with 17 nonprofit associations including the FPAS, over 45,000 individuals outside the U.S. have been certified to use the CFP, Certified Financial Planner & CFP (with flame logo) marks. FPSB purchased the CFP certification and service marks and certification program outside the U.S. from Certified Financial Planner Board of Standards (CFP Board).

FPAS was the first member of join the federation of CFP certification bodies in the Asia region (outside of Japan and Australia) and the tenth member of FPSB internationally.

For more information, please contact us at:
Financial Planning Association of Singapore
53 Tras Street #02-01
Singapore 078992
Tel : (65) 6372 1030
Fax : (65) 6372 0121
Email : fpas@fpas.org.sg

FPAS Executive Council

FPAS Executive Council
President:	Mr. James Sim, CFP, TEP
Honorary Secretary:	Mr. Foo Jong Ai
Honorary Treasurer:	Ms. Kimmis Pun, CFP
Council Member:	Mr. Ong Kian Min, LLB Mr. Tow Joon Lai Dr. Hui Weng Tat Mr. Goh Chye Huat, TEP Ms. Wendy Wong, LLB, TEP Mr. Ashley Ong, TEP Ms Jessica Poh, CFP, CFA, TEP
Chief Executive Officer:	Mr. Jackie Tay
Chief Operating Officer:	Mr. Benedict Wang
Certification Board
Chairman:	Mr. James Sim, CFP, TEP
Members:	Mr. Cai Tian Cai William, CFP Ms. Chan Ai Noi Elaine, CFP Mr. Chin Shin Daniel, CFP Ms. Chua Seow Yoong Yasmin, CFP Mr. Ho Kien Hung, CFP Mr. Lim Chor Tiong Steven, CFP Ms. Ong Suat Lyn Lynn, CFP Mr. Tan Kheng Lai, CFP Mr. Wong Soon Inn Shannon, CFP Mr. Woon Yong Kiat Jeffrey, CFP
Ethics Board
Chairman:	Mr. Ong Kian Min, LLB
Members:	Mr. James Sim, CFP, TEP Ms. Kimmis Pun, CFP Ms. Wendy Lim Mr. Lance Tay
Finance Committee
Chairwoman:	Ms. Kimmis Pun, CFP
Members:	Mr. Steven Teo Ms. Jacqueline Chan
Education Committee
Chairwoman:	Ms. Kimmis Pun, CFP
Secretary:	Mr. Patrick Lim Mong Hao, AFP
Treasurer:	Mr. Timothy Liew, AFP
Members:	Mr. Adrian Ang Wei Hean, AFP Mr. Alvin Chew Chai Heng, CFP Mr. Lee Kwok Cheong, CFP Mr. Alan Song Yee Soon, CFP Mr. Alan Tang Tuck Soon, CFP Mr. Joseph Teo Boon Leng, AFP Mr. William Teo Hock Leong, CFP Mr. Jonathan Yeo Wee Liong, CFP
Editorial Committee
Managing Editor:	Mr. James Sim, CFP, TEP
Chief Editor:	Mr. Ben Fok, CFP
Members:	Ms. Cai Zong Zhen, AFP, AWP Mr. Joni Herison, CFP Mr. Huang Junxiong, AFP Ms. Ling Hue Chye, CFP Ms. Mandal Mamta, CFP Ms. Yash Mishra, CFP Ms. Tania Tan Siew Ko
MoneySENSE Team
Members:	Mr. Tao Shin Tien, CFP Ms. Kimmis Pun, CFP Mr. Shannon Wong Soon Inn, CFP Ms. Grace Ang Lee Leng, CFP Mdm. Jermin Chua Bee Kim, CFP Mr. Tan Chuan How, CFP Mr. Daniel Tan Yong Nam, CFP Ms. Felicia Yeo Bee Leng, CFP Mr. Patrick Foo Pian See, CFP Mr. Alex Teo Liang Heng, CFP Ms. Kee Siew Poh, CFP Mr. Rick Tan Set Han, CFP Ms. Lee Wai Lan, CFP Mr. Dennis Ng Kah Wan, CFP Mr. Charles Ching King Wah, CFP Mr. Jackiey Ong Hong Guan, CFP
Technology Committee
Chairwoman:	Ms. Cai Zong Zhen, AFP, AWP
Members:	Mr. Joni Herison, CFP Mr. Hong Che Hwee, AWP
(Updated as at 23 October 2008)

FPAS Vision and Objectives

The FPAS vision is to ensure that all Singaporeans have access to responsible and appropriate financial planning advice, by raising the professional standards of the industry through education and a shared code of ethics. In support of this vision, FPAS provides a range of services to consumers and to member individuals and organisations. In particular, FPAS aims to:

Educate and inform the public of the need for objective professional advice in making secure financial decisions
Ensure sufficient professional and ethical standards to maintain the confidence and trust of existing and prospective customers
To provide members with education, training and information to enhance their provision of objective professional financial advice
Develop and maintain high ethical standards for members
Represent the industry and its members to ensure an operating environment which is conducive to providing high quality financial advice

FPAS Constitution

Click here to read the FPAS Constitution (106kb PDF file format)

Founding Charter Members

Since its inception, FPAS has received overwhelming support from many of the largest financial institutions in Singapore. FPAS' founding charter members include:

American International Assurance Co. Ltd.

AXA Life Insurance Co. Ltd.

DBS Vickers Securities (Singapore) Pte Ltd

Fraser Securities Pte. Ltd.

Great Eastern Life Assurance Co. Ltd.

HSBC Insurance (Singapore) Pte Ltd.

Lim & Tan Securities Pte. Ltd.

Manulife (S) Pte Ltd

Maybank

NTUC Income Insurance Co-operative Ltd

Oversea-Chinese Banking Corporation Ltd.

Phillip Securities Pte. Ltd.

Prudential Assurance Co. Singapore (Pte) Ltd.

Standard Chartered Bank

The Development Bank of Singapore

The Hongkong and Shanghai Banking Corporation Ltd

UBS AG

United Overseas Banking Corporation Ltd

Corporate Members

Professional Investment Advisory Services

Zurich International Life Ltd