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Leadership

ISOFP is a non-profit professional organization governed by the ISOFP Governing Council. The ISOFP Governing Council oversees strategy and policy decisions pertaining to:

  • The Professional Code of Ethics.
  • Professional development programs, including competency standards, curriculum, certification and examination requirements.
  • ISOFP annual budgets.
  • ISOFP audit reports.
  • Representing the association in matters required by various governments, regulatory authorities, industry and academic bodies.

The current chair of the ISOFP Global Advisory Council is Mr. Carl Thong Chia Lin.

The ISOFP Global Advisory Council comprise of a select group of industry experts, university faculty, thought leaders and specialist practitioners in their respective fields, teamed together as a unified body with a collective agenda to ensure international best practices are incorporated into ISOFP’s professional certification programs. The Global Advisory Council members are appointed by invitation only. The Global Advisory Council further provides leadership and advice to the ISOFP Governing Council on membership matters. ISOFP Global Advisory Council members enjoy the benefits of full ISOFP membership. In addition, they are invited to annual gatherings and events organized or sponsored by ISOFP.

The Management Committee comprise of the staff officers and committee members responsible for the organization’s business and operational activities including:

  • Appointment and management of Authorized Training Institutions and their respective local chapters.
  • Administration of all accreditation matters, including accreditation of courses, training programs and trainers.
  • Marketing and event sponsorships.
  • Membership benefits and customer service.
  • Membership database.

About ISOFP

  • About
  • Mission & Vision
  • Leadership

Member Login

ISOFP

ISOFP is a non-profit organization established in the USA focused on professional development of financial professionals globally.

Applying globally recognized standards, ISOFP members include opinion and thought leaders as well as professionals at all levels

About ISOFP

Membership Benefits

Becoming certified in your area of expertise has clear and measurable benefits, and absolutely no drawbacks.

  • Credibility
  • Professional
  • Exclusive
  • Standards of Excellence
CPD

Certifications

ISOFP currently offers a wide range of internationally recognized Certifications to advance in your career!

  • Wealth Management & Private Banking
  • Personal & Corporate Banking
  • Insurance & Risk Management
  • Fintech & Intellectual Property
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Contact Us

ISOFP International Office

Address: 8 Burn Road, #15-13, Trivex, 369977, Singapore

Email us: info@isofp.org

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