Trusted Financial Practitioner TrFP® Awards 2026
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about the Awards
In the dynamic landscape of financial services, trust, professionalism and quality remain paramount. The Insurance and Financial Practitioners Association of Singapore (IFPAS) is proud to present the Trusted Financial Practitioner® (TrFP®) Awards for its third year, continuing its mission to recognise financial practitioners who demonstrate professionalism, trust, competency and strong ethical standards within the industry.
The TrFP® Awards stand apart from conventional recognitions by aligning closely with Singapore’s regulatory expectations and placing strong emphasis on trustworthiness, ethical conduct, professional competency and meaningful client relationships. Rather than focusing solely on production metrics, the awards adopt a rigorous and holistic selection process that reflects the standards expected of qualified financial practitioners.
This year, the TrFP® Awards comprise two main categories: the Individual Category and the Leadership Category. The Individual Category recognises financial practitioners who have demonstrated excellence in professionalism, ethics, competency and client-centric service.
The Leadership Category recognises leaders who play an important role in developing quality advisers through the TrFP® framework. Under this category, there are two components: the Leadership Award and the newly introduced Trusted Team Award.
The Trusted Team Award is a special recognition tier under the Leadership Category. It recognises leaders and organisations that have successfully developed generations of qualified TrFP® practitioners, strengthening team culture, raising professional standards and reinforcing long-term alignment towards trust and professionalism across the industry.
By special Trusted Team Award, IFPAS aims to further strengthen the TrFP® brand and create a higher-level aspiration for leaders and organisations to consistently cultivate practitioners who embody professionalism, ethics, competency and trust.
The TrFP® Awards are more than a recognition. They represent a professional commitment to excellence, integrity and client-centricity. Through this initiative, IFPAS continues to champion the importance of building trust, strengthening professional standards and creating long-term value in every financial journey. Selected publicity options, including the MRT Advertising Option*, are also available for awardees who wish to further amplify their public-facing visibility.
MRT Advertising Option*
Awardees who opt for the MRT advertising package will be featured as part of the TrFP® Awards 2026 publicity campaign.
For 2026, the MRT advertising campaign will provide participating awardees with broader public-facing visibility, reinforcing the TrFP® Awards as a recognition of trust, professionalism and excellence within the financial advisory industry.
*Final advertisement layout and placement are subject to campaign request
Qualifying for the TRFP Awards 2026:
TrFP® Award - Individual Category
IFPAS Member Price: $288
Original Price: $588
(includes 1-year IFPAS membership)
To qualify as a TrFP® Awardee, the applicant must have achieved a minimum First-Year Commission (FYC) of $36,000 in the year 2025.
This demonstrates the ability to effectively promote financial solutions and serve clients’ needs through comprehensive insurance planning.
This requirement must be endorsed by the applicant’s company and will be considered fulfilled upon submission of the completed TrFP® Company Endorsement Form (Individual) under the supporting documents section of the online application form below.
To qualify as a TrFP® Awardee, the applicant must have incepted at least 24 cases in the
year 2026.
This indicates strong client engagement, needsbased selling, and a consistent track record in providing tailored financial advice.
This requirement must be endorsed by the applicant’s company and will be considered fulfilled upon submission of the completed TrFP® Company Endorsement Form (Individual) under the supporting documents section of the online application form below.
To qualify as a TrFP® Awardee, the applicant must have maintained a minimum persistency rate of 90% in the year 2026.
This highlights the Awardee’s dedication to building long-term client relationships and delivering solutions that are sustainable, relevant, and well-serviced throughout the policy lifecycle.
This requirement must be endorsed by the applicant’s company and will be considered fulfilled upon submission of the completed TrFP® Company Endorsement Form (Individual) under the supporting documents section of the online application form below.
To qualify as a TrFP® Awardee, the applicant must have maintained a clean compliance in the year 2026.
This reflects strict adherence to industry regulations and commitment to ethical practices that protect client interests
This requirement must be endorsed by the applicant’s company and will be considered fulfilled upon submission of the completed TrFP®
Company Endorsement Form (Individual) under the supporting documents section of the online application form below.
To qualify as a TrFP® Awardee, the applicant must have achieved Balanced Scorecard (BSC) Grade A rating in the year 2026.
This recognizes consistent excellence in meeting performance targets, service quality, and professionalism.
This requirement must be endorsed by the applicant’s company and will be considered fulfilled upon submission of the completed TrFP® Company Endorsement Form (Individual) under the supporting documents section of the online application form below.
To qualify as a TrFP® Awardee, the applicant must have held ICC Band 1 rating in the year 2026.
This affirms high standards of conduct, culture, and consumer trust in their advisory services.
This requirement must be endorsed by the applicant’s company and will be considered fulfilled upon submission of the completed TrFP® Company Endorsement Form (Individual) under the supporting documents section of the online application form below.
To qualify as a TrFP® Awardee, the applicant must have completed at least one financial certification module in the last three years (2023-2026).
Accepted certifications include*:
- Certified High Net Worth (HNW) Adviser
- Fellow Chartered Financial Practitioner (FChFP)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Wealth Management Institute (WMI) Certification
- Or any other recognized financial professional course
These documents will be reviewed and verified by the judging panel.
This requirement will be considered fulfilled upon submission of proof of continuous learning under the supporting documents section of the online application form below.
*Applicants must upload evidence of learning activities undertaken between 1 January 2023 and 31 December 2025. Please submit copies of the relevant certificates. Screenshots of CPD hours or CPD summaries will not be accepted.
*Applicants submitting IBF Certification must also provide the relevant supporting certificate or document used to obtain the IBF Certification.
To qualify as a TrFP® Awardee, the applicant must provide a minimum of three client testimonials dated in 2026, reflecting real-world trust, service excellence and positive impact.
All testimonials will be reviewed and verified by the judging panel.
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Open to Tier 1 (Producers), Tier 2 (Managers), and Tier 3 (Directors) based on personal production performance.
TrFP® Award – Leadership Category
Leadership Award
IFPAS Member Price: $388
Original Price: $788
(includes 1-year IFPAS membership)
To qualify as a TrFP® Awardee under the Leadership Category, the applicant must receive company endorsement confirming satisfactory persistency, performance and compliance standards throughout the qualifying year.
The endorsement must also affirm the leader’s professionalism, ethical conduct, leadership qualities, organisational standards and contribution towards team development and professional excellence within the financial advisory industry.
This requirement will be considered fulfilled upon submission of the completed TrFP® Company Endorsement Form for Leadership Category – Leadership Award — signed by the company’s CAO, CDO or CEO, under the supporting documents section of the online application form.
This indicates strong client engagement, needs- based selling, and a consistent track record in providing tailored financial advice.
This requirement will be considered fulfilled upon submission of the completed TrFP® Company Endorsement Form for the Leadership Category component — Leadership Award — signed by the company’s CAO, CDO or CEO, under the supporting documents section of the online application form below.
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TrFP® Leadership Award – Gold
This award is applicable for leaders who have 3 qualified TrFP® awardees in his/her team and meets the qualification requirements set above.
TrFP® Leadership Award – Platinum
This award is applicable for leaders who have 6 qualified TrFP® awardees in his/her team and meets the qualification requirements set above.
TrFP® Leadership Award – Diamond This award is applicable for leaders who have 9 qualified TrFP® awardees in his/her team and meets the qualification requirements set above.
Tier 2 (Managers) and Tier 3 (Directors) can qualify for both Individual and Leadership Awards, and may receive up to two awards in a cycle if they meet the criteria for each category.
For leadership qualification purposes:
- Any Individual Award earned by a Tier 2 (Manager) may count as one (1) qualifying unit towards leadership qualifying level (Gold: 3 / Platinum: 6 / Diamond: 9)
- For Tier 3 (Directors), leadership qualification is based solely on unique qualifying downline individuals and may include the Director’s own Individual Award. A Tier 2 under a Tier 3 who qualifies for both Individual and Leadership Awards shall be counted once per unique individual, regardless of the number of awards received.
Trusted Team Award
IFPAS Member Price: $1,888
Original Price: $3,888
(includes 1-year IFPAS membership)
This indicates strong client engagement, needs- based selling, and a consistent track record in providing tailored financial advice.
This requirement will be considered fulfilled upon submission of the completed TrFP® Company Endorsement Form for the relevant Leadership Category component — Trusted Team Award — signed by the company’s CAO, CDO or CEO, under the supporting documents section of the online application form below.
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TrFP® Leadership Award – Trusted Team This award is applicable for leaders who have 30 qualified TrFP® awardees in his/her team and meets the qualification requirements set above.
Consolidated applications under an agency umbrella are allowed, alongside separate submissions by individual organisations, provided that any consolidated submission is endorsed by the company to confirm all participating agencies are under the same corporate umbrella.
TrFP® Award 2025 - Leadership Category
- “TrFP® Leadership Award – Gold” if he/she has 3 awardees in his/her team and meets the qualification requirements set above.
- “TrFP® Leadership Award – Platinum” if he/she has 6 awardees in his/her team and meets the qualification requirements set above.
- “TrFP® Leadership Award – Diamond” if he/she has 9 awardees in his/her team and meets the qualification requirements set above.
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