Upholding Excellence and
Fostering Professional Growth
in the Financial Industry
Our Beginnings
Founded in the USA in 2010, ISOFP is a not-for-profit organization dedicated to providing a certification platform for financial professionals worldwide. Expanding its reach, ISOFP Ltd. was registered as a Company Limited By Guarantee in Singapore in 2020, marking its entry into the Asian market.
ISOFP focuses on developing professional competencies through certified training programs that adhere to recognized standards of excellence. Additionally, we offer various privileges and benefits to our members.
Mission
To ensure a higher standard of professional integrity & relevancy for financial professionals worldwide.
Vission
By 2030, a leading development resource through certified training programs & a learning community of 100,000 financial professionals.
Value
Professionalism
- Standards of Excellence
- Professional Competency Wheels
- Alignment with regulatory bodies (ie. Singapore’s Institute of Banking & Finance)
Practical
- Formative Assessment (in addition to summative)
- Vocational (In addition to academic)
- Synthesis of Mindset, Technical Skills, Soft Skills & Knowledge
Positive
- Ethical
- Good for industries, communities, organizations, & clients
Partnership
- Collaborative
- Best practices
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.
Advisory Board
The Advisory Board offers strategic guidance and insights, ensuring ISOFP’s professional certification programs maintain the highest standards of integrity and relevance for the global financial community.
Management Comitee
The Management Committee provides operational leadership, overseeing the implementation of ISOFP’s mission to develop professional competencies through certified training programs and a growing learning community.
Partnership
A Partner is a valued collaborator committed to supporting ISOFP’s mission by promoting and delivering its professional development programs, contributing to the expansion of its global network.
Master Country Partner
The Master Country Partner is a key collaborator responsible for spearheading the development and expansion of ISOFP’s professional network within a specific country, fostering local growth and partnerships.
Local Partner
The Local Partner is a pivotal ally, working at a regional level to support the Master Country Partner in delivering ISOFP’s certified training programs and expanding its professional footprint.
Dr. Carl Thong Chia Lin
ISOFP Global Advisory Chairman
Mission
To ensure a higher standard of professional integrity & relevancy for financial professionals worldwide.
Vission
By 2030, a leading development resource through certified training programs & a learning community of 100,000 financial professionals.