Profiles

Search for a profile:

James Sim

Immediate Past President
Financial Planning Association of Singapore
Type of Institution: Industry Association
Country: Singapore

James Sim is now in his 5th year serving as a distinguished member of the FPAS Executive Council, and is the Immediate Past President (2009 to 2011).

Prior to this, he served as Chairman of the Membership Board for four years, while concurrently holding the Honorary Secretary position for two years. Following that, he assumed the Chairmanship of the Certification Board and simultaneously became the President of the Association in 2008.

James was the founding chairman of the FPAS Editorial Board and initiated "The Practice" magazine in January 2008. He was also the Chairman of the organising committee for the 1st Financial Services Practitioners Congress (FSPC) in January 2008 together with the SICEX event “Turning Silver Into Gold” by the government.

On 1st October 2010, James led FPAS together with major financial industry associations such as ABS, LIA GIA, and consumer bodies such as CASE and SIAS, along with other practitioner associations, to declare the 1st National Financial Planning Day for Singapore.
 
James holds a Bachelor’s degree of Science and a Master’s degree in Financial Services. He is a Financial Planning District Director with Manulife Singapore, and holds professional qualifications as a Certified Financial PlannerTM (CFP®) with FPAS, a Trust & Estate Practitioner (TEP) with STEP (UK), a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU).

James has more than 20 years’ working experience in the financial services industry. Before this, he served as a full-time military officer with the Singapore Armed Forces (SAF) for about 12 years, and holds the senior rank of a Major.

He speaks regularly for the Life Insurance Association (LIA), General Insurance Association (GIA), Central Provident Fund (CPF) Board. He has been regularly interviewed by the press and media such as Channel News Asia, Channel 5, Channel 8, and local Chinese and English newspapers. James is a strong believer in continuing education and personal development. He is currently a mediator with the Consumer Association of Singapore (CASE) and serves on their education committee.

Videos including James Sim
Articles including James Sim


Sitemap