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Banking & finance body rolls out revised standards for financial planners

Published Fri, Apr 22, 2016 · 09:50 PM

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    Singapore

    AS PART of a wider move to inject uniformity and greater professionalism into the financial advisory industry, the Institute of Banking and Finance Singapore (IBF) has rolled out a revised set of competency standards for financial planning, together with stakeholders.

    The IBF Standards for Financial Planning, which took 15 months to develop, is aimed at providing a clear professional development roadmap and certification pathway for the 18,000 to 20,000 financial planners here.

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