Wednesday, Oct 26, 2016

FPSB Names Kimmis Pun, CFP, to 2017 Board of Directors

DENVER, CO 26 October 2016 Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, named Kimmis Pun, CFP, to its Board of Directors for a four-year term beginning on 01 April 2017. Pun is the Managing Director of Standard Chartered Private Bank Singapore overseeing the banks Greater China private banking business.

As a senior banker with more than 30 years of experience, Pun has dedicated her professional life to educating and improving the lives of consumers around the world through financial planning. A strong believer in philanthropy and life-long learning, Pun speaks frequently at seminars and gives lectures at universities and academic institutions. She is active in community service, and some of her other contributions to society and the profession include:

  • Member, FPSB Professional Standards Committee;
  • President, Financial Planning Association of Singapore;
  • President, Rotary Club of Suntec City;
  • President, Federation of Business and Professional Women Singapore; and
  • Advisory Board Member, Crescent Girls School.

I am pleased to have Kimmis join the FPSB Board of Directors. Her deep knowledge and experience in multiple Asia-Pacific financial services markets will add greatly to the skillset and experiences of our current Board members, said Sanjay Sachdev, CFP, FPSB Board Chairperson. Kimmis understands the importance of establishing global standards for the financial planning profession, and is passionate about how peoples lives can be made better by having a financial plan and by working with a CERTIFIED FINANCIAL PLANNER professional.

As a member of FPSBs Professional Standards Committee, Pun has contributed to establishing rigorous competency, ethics and practice standards for the global financial planning profession.

I am thankful for the opportunity to serve the global community and promote financial planning as a profession around the world, said Pun. Its exciting to join the global leaders on FPSBs Board at a time when the organization is focused on growing the number of CERTIFIED FINANCIAL PLANNER professionals to 250,000 in 40 territories by 2025. FPSB is focused on making the lives of millions of consumers better by giving them access to competent and ethical financial planners.

Pun received a Master of Business Administration from the University of Manchester in the United Kingdom. Other achievements include academic and professional qualifications from the United States, Switzerland, Hong Kong and Singapore, including ChFC, CWMA, AIF, AEPP and CERTIFIED FINANCIAL PLANNER certification.

Pun joins eight other volunteers on the FPSB Board of Directors from Australia, Brazil, China, India, South Africa, the United Kingdom and the United States. More information about the FPSB Board of Directors can be found here.

About FPSB

FPSB manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction CFP,CERTIFIED FINANCIAL PLANNER and CFP Logo mark which it owns outside the United States.FPSB has a nonprofit member organization in the following 26 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, the Netherlands, the Peoples Republic of China, the Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2015, there were 161,821 CFP professionals worldwide. For more, visit

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CFP Certification Global excellence in financial planningTM