Our Membership

The members of the Society of Financial Service Professionals (Singapore) are dedicated to high standards of professionalism in serving the needs of their clients appropriately and effectively. To that end, we adhere to strict requirements in ethical conduct and professional responsibility and practice guidelines.

These are the categories of membership available:

  • Full membership – $50 per year
  • Associate & Student membership – free

Benefits for the full member:

  • Voting rights. Full member can serve as our committee
  • Free entry to events and networking sessions
  • Attend seminars qualify as training
  • Get newsletter on investment

Benefits for the associate member:

  • Access to discounted event tickets, except for free public forum
  • Get newsletter on investment

To apply,

TERMS & CONDITIONS

1. With effect 2011, membership in SFSP starts from 1 January to 31 December each year.

2. Full Membership:

a. Membership Fee is $50

b. All full members of the Society must hold one or more of the following highly respected financial service credentials:

      • CLU: Chartered Life Underwriter
      • ChFC: Chartered Financial Consultant
      • CFP™: Certified Financial Planner
      • CFA: Chartered Financial Analyst
      • CPA: Certified Public Accountant
      • LLB: (Any qualified person under the Legal Profession Act)

c. Full members shall be entitled to the rights and responsibility of membership, including the right to vote and to hold office in the Society.

3. Associate Membership:

  • Membership is free.
  • For individuals holding Associate Financial Consultant designation or who have passed the examination for associate Financial Consultant Educational Programme or Diploma in Financial Planning of Singapore College of Insurance.
  • In addition, Associate Membership may be conferred upon applicants under such terms as the Executive committee of the Society shall determine from time to time.

d. Associate members may not vote or hold office in the Society.

4. Student Membership

  • Membership is free.
  • For individuals who have been accepted for the Chartered Financial Consultant/Singapore Programme, Chartered Life Underwriter/Singapore Programme, Associate Financial Consultant Educational Programme, Diploma in Financial Planning Programme of Singapore College of insurance.
  • In addition, Student Membership may be conferred upon applicants under such terms as the Executive Committee of the Society shall determine from time to time. Student members may not vote or hold office in the Society.
  • Once the relevant designation has been earned, student membership expires and former student members must convert to Associate / Regular membership to continue their Society affiliation.