Professional Experience
Bringing nearly two decades of experience, Mr Derrick Yip has honed his expertise in the financial industry while concurrently serving as a coach and mentor, passionately sharing his commitment for delivering exceptional client advisory service.
His extensive experience in management and leadership has been a driving force in his commitment to a continuous learning environment. Advocating for professional growth of both his team members, as well as those he has been fortunate to mentor.
Combining academic achievements with a track record of professional success, Derrick’s deep understanding of financial planning, insurance planning and emerging trends has enabled him to provide valuable insights in helping individuals, families and business owners achieve their financial goals. Not only fostering a collaborative environment to build long term relationships, but also educating his clients to empower them to make informed decisions that align with their goals.
Derrick’s dedication to the financial sector extends beyond his current role as a Financial Services Consultant at Manulife Advisory Group. He continues to promote excellence and ethical standards in financial planning and the advisory profession. As an Industry Volunteer, Mr Yip collaborates and engages with members to raise awareness and promote the positive outcomes that come from financial advisory practice.
Professional Affiliations
- Insurance and Financial Practitioners Association of Singapore (IFPAS) – Vice President 1 (Public Relations) (May 2023-Present)
- Insurance and Financial Practitioners Association of Singapore (IFPAS) – 2nd Vice President (Public Relations) (May 2022-April 2023)
- Insurance and Financial Practitioners Association of Singapore (IFPAS) – Honorary Secretary (May 2020-April 2022)
- Insurance and Financial Practitioners Association of Singapore (IFPAS) – Council Member (May 2019-April 2020)
- Financial Services Managers Association – Member
Specialisation
- Estate planning
- Business risk management
Qualifications
- BSc (Hons) in Psychology, Singapore University of Social Sciences (Formerly known as UniSIM)
- Agency Management Training Course (AMTC), FSMA-LIMRA
- Certified HNW Adviser, IFPAS-Kaplan Professional Australia
- IBF Advanced Level 3 (Financial Planning), Institute of Banking and Finance
- Chartered Financial Consultant (ChFC), Singapore College of Insurance
- Associate Estate Planning Practitioner (AEPP), Estate Planning Practitioners Limited
- Singapore Accredited Mortgage Planner (SAMP), SAEA-SingCapital
- Certificate in General Insurance, Singapore College of Insurance
- Certificate in Health Insurance, Singapore College of Insurance
- CMFAS Module 5, 8, 8A, 9 and 9A, Singapore College of Insurance