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 introducing the 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.
Qualifying for the TRFP Awards 2026:
TrFP® Award - Individual Category
Activity Criteria
The TrFP® Awardee must be an active IFPAS Member. Membership reflects a commitment to ongoing professional development, ethical conduct, and adherence to industry best practices. To verify your membership status, simply send a WhatsApp message to +65 96234326.
The TrFP® Awardee 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.
[will be endorsed by Company]
The TrFP® Awardee must have incepted at least 24 cases in 2024. This indicates strong client engagement, needs-based selling, and a consistent track record in providing tailored financial advice.
[will be endorsed by Company]
Quality of Business
A minimum persistency rate of 90% is required. 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.
[will be endorsed by Company]
Testimonials & Endorsements
The TrFP® Awardee must provide a minimum of three client testimonials, reflecting real-world trust, service excellence, and positive impact. These testimonials will be reviewed and verified by the judging panel.
Compliance & Mandatory Scorecards
The TrFP® Awardee must have no prior or pending compliance issues in 2024. This reflects strict adherence to industry regulations and commitment to ethical practices that protect client interests.
[will be endorsed by Company]
Awardees must have achieved Balanced Scorecard (BSC) Grade A for all four quarters of 2024. This recognizes consistent excellence in meeting performance targets, service quality, and professionalism.
[will be endorsed by Company]
Awardees must hold an ICC Band 1 rating for all four quarters of 2024. This affirms high standards of conduct, culture, and consumer trust in their advisory services.
[will be endorsed by Company]
Activity Criteria
The TrFP® Awardee must have completed at least one financial certification module in 2023 or 2024. 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
TrFP® Award - Individual Category
The TrFP® Awardee must be an active IFPAS Member.
To verify your membership status, simply send a WhatsApp message to +65 96234326.
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 TrFP Company Endorsement Form [2025].
To qualify as a TrFP® Awardee, the applicant must have incepted at least 24 cases in 2025. This indicates strong client engagement, needs-based 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 TrFP Company Endorsement Form [2025].
To qualify as a TrFP® Awardee, the applicant must have maintained a minimum persistency rate of 90% as of 31 December 2025. 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 TrFP Company Endorsement Form [2025].
To qualify as a TrFP® Awardee, the applicant must have maintained a clean compliance in 2025. 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 TrFP Company Endorsement Form [2025].
To qualify as a TrFP® Awardee, the applicant must have achieved Balanced Scorecard (BSC) Grade A rating for the full year of 2025. 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 TrFP Company Endorsement Form [2025].
To qualify as a TrFP® Awardee, the applicant must have held ICC Band 1 rating for the full year of 2025. 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 TrFP Company Endorsement Form [2025].
To qualify as a TrFP® Awardee, the applicant must have completed at least one financial certification module in the last three years.
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 must be endorsed by the applicant and will be considered fulfilled upon submission of supporting documents to our application form.
To qualify as a TrFP® Awardee, the applicant must provide a minimum of three client testimonials, reflecting real-world trust, service excellence, and positive impact.
These testimonials will be reviewed and verified by the judging panel.
This requirement must be endorsed by the applicant and will be considered fulfilled upon submission of the TrFP Client Endorsement Form [2025].
TrFP® Award – Leadership Category
The TrFP® Awardee under the Leadership Category must be an active IFPAS Member.
To verify your membership status, simply send a WhatsApp message to +65 96234326.
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 applicant’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 TrFP® Company Endorsement Form, signed by the company’s CAO, CDO or CEO.
Please download and complete the TrFP® Company Endorsement Form (Leadership Category) [2026], and submit it through the online application form below.
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 applicant’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 TrFP® Company Endorsement Form, signed by the company’s CAO, CDO or CEO.
Please download and complete the TrFP® Company Endorsement Form (Leadership Category) [2026], and submit it through the online application form below.
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 applicant’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 TrFP® Company Endorsement Form, signed by the company’s CAO, CDO or CEO.
Please download and complete the TrFP® Company Endorsement Form (Leadership Category) [2026], and submit it through the online application form below.
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To qualify as a TrFP® Awardee under the Leadership Category, the applicant must have completed at least one financial certification module in the last three years.
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 must be endorsed by the applicant and will be considered fulfilled upon submission of supporting documents to our application form.
TrFP® Leadership Award – Gold
This award is applicable for leaders who have 3 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 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 awardees in his/her team and meets the qualification requirements set above.
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.
Event Details
More details on the TrFP® Awards 2026 ceremony will be announced soon.
Event Details
The TrFP® Awards 2025 ceremony will take place on 11 September 2025. The time and venue will be announced soon.
Awardees attending the ceremony are entitiled to a complimentary seat for the event. If you will be bringing additional guest/s for the ceremony, an additional SGD128 on top of the respective award category fee (e.g., SGD 288 [award] + SGD 128 [additional guest] = SGD 416) is payable. For those unable to attend the ceremony, the trophy and certificate may be collected at the IFPAS office on a date to be advised later.
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