WHO WE ARE
Upholding Excellence and Fostering Professional Growth in Financial Services
From New York to Asia — over a decade of professional excellence
The International Society of Financial Professionals (ISOFP) was founded in New York in 2010 as a not-for-profit organisation dedicated to providing a world-class certification platform for financial professionals worldwide. Over a decade later, ISOFP expanded into Asia by establishing ISOFP Ltd. as a Company Limited By Guarantee in Singapore in 2020 — marking its formal entry into Asia’s rapidly growing financial markets.
Today, ISOFP is trusted by leading private banks, insurance groups, and financial institutions across China, Singapore, Indonesia, and Hong Kong. Our programs are developed and delivered by industry practitioners, benchmarked to international standards, and adopted by institutions including UBS, Bank Julius Baer, LGT, Bank of Singapore, DBS Private Bank, and UOB Private Bank.
Beyond certification, ISOFP is committed to building a thriving community of financial professionals — offering members access to sharing sessions, educational forums, conferences, mastery programs, and collaborative partnerships with leading professional organisations across the region.
2010
2020
16,000+
Certified members globally
4
Active markets: China, Singapore, Indonesia, Hong Kong
30,000+
OUR PURPOSE
Mission, Vision & Values
Mission
To ensure a higher standard of professional integrity and relevancy for financial professionals worldwide — equipping practitioners with the knowledge, skills, and ethical grounding to serve clients with excellence.
Vision
By 2030, to be Asia’s leading development resource for financial professionals — through certified training programs and a learning community of 100,000 members who uphold the highest standards of practice and ethics.
Purpose
OUR VALUES
The four principles that guide everything we do
- Benchmarked standards of excellence across all programs
- Rigorous professional competency frameworks
- Alignment with regulatory bodies and industry standards
Practical
- Formative and applied assessments — not just theory
- Vocational, industry-relevant curriculum design
- Synthesis of mindset, technical skills, soft skills, and knowledge
Positive
- Ethical conduct at every level of practice
- Good for industries, communities, organisations, and clients
- Commitment to social responsibility and long-term impact
Partnership
- Collaborative by nature — with institutions, regulators, and communities
- Sharing and adopting global best practices
- Strategic alliances that amplify reach and impact across Asia
GOVERNANCE
How ISOFP is governed
ISOFP is a non-profit professional organisation governed by the ISOFP Governing Council, which oversees strategy, policy, professional standards, and the long-term direction of the organisation.
Governing Council
The ISOFP Governing Council provides strategic oversight and policy direction across all areas of the organisation.
- Professional Code of Ethics
- Competency standards, curriculum, certification and examination requirements
- Annual budgets and audit reports
- Representation with governments, regulators, and industry bodies
Advisory Board
Management Committee
LEADERSHIP
Meet our Global Advisory Chairman
GLOBAL ADVISORY CHAIRMAN
Dr. Carl Thong
Dr. Carl Thong is a thought leader and serial entrepreneur with over 30 years of experience in learning and development. He has successfully completed 200+ consulting assignments and facilitated 1,000+ workshops on strategy, innovation, leadership, marketing, and sales development for MNCs, NGOs, and government organisations globally.
As Group Managing Director of the momenta Group and Chairman of the Sunstone Group, Dr. Carl has founded and led businesses across consumer products, healthcare, BPO, mining, hospitality, education, and consulting. He co-founded several fintech companies including Restart Bank, a digital bank, and BankingON, a mobile banking fintech.
Business Strategy
Leadership Development
Fintech
Financial Services
Innovation
Corporate Advisory
- Doctorate, Strategic Leadership — Corban University, Oregon, USA
- Master of Arts, Theological Studies — University of Northwestern–St. Paul, Minnesota, USA
- Post-Graduate Certificate, International Marketing — Portland State University, Oregon, USA
- Bachelor of Arts in Business Administration — Lewis & Clark College, Oregon, USA
PARTNERSHIP
Growing together across Asia
Master Country Partner
National-level program leadership
ISOFP’s partnership model is designed to extend the reach and impact of our professional certification programs across Asia — through valued collaborators who share our commitment to raising the standard of financial professionals.
Local Partner
Regional program delivery
Program Partner
Curriculum adoption & delivery
Ready to join Asia's leading financial certification community?
Explore our certifications or get in touch to find out how ISOFP can support your professional journey.