Bangkok--19 Mar--SET
Thailand Securities Institute (TSI), in conjunction with 15 other organizations including commercial banks, securities companies, investment management companies, insurance firms, Securities and Exchange Commission (SEC) and academic institutions, has established the Thai Financial Planners’ Club, TSI Chairman Mr. Punsak Vejanurug said.
“The main objectives of the Club are to develop professionalism among Thai financial planners, educate the market about financial planning as internationally standardized, and increase the number of high-quality financial planners. The Club’s establishment prepares Thailand to join the Certified Financial Planner Board of Standards, Inc. (CFP Board), which holds the license for the Certified Financial Planner course and is approved by the U.S. Securities and Exchange Commission,” Mr. Punsak said.
Professional financial planners are in demand from various financial institutions, including commercial banks and insurance, securities and investment management companies. They will play an important role in providing integrated financial planning and advice on insurance, tax, investment and retirement, by helping clients of financial institutions achieve their financial goals and a good quality of life.
“Although professional financial planning is new in Thailand, TSI sees this club’s establishment as an essential step in improving the customer service quality of financial institutions,” Mr. Punsak added.
Thai Financial Planners’ Club has Ms. Wiwan Tharahirunchote, Managing Director of Kasikorn Asset Management; and Mr. Reungvit Nandhabhiwat, Managing Director of Ekawit Co., Ltd, as co-chairmen. Mr. Teera Phutrakul, Executive Chairman of Finansa Asset Management Ltd. is First Vice Chairman. Ms. Suvapa Jreanying, Managing Director of Thanachart Securities PCL, is to be Second Vice Chairman. TSI will act as the club’s liaison point.
Its first activity was to organize a seminar on March 10 — 11 featuring Dr. Lynn Pi and Prof. Louis Cheng from Institute of Financial Planners of Hong Kong, who are both members of the CFP Board. Seminar participants from SEC, commercial banks, securities companies, investment management companies, insurance firms and academic institutions, were keen to hear the speakers’ insights and learn about professional standards.
For more information, please contact the Corporate Communications Dept.:
Ladawan Kantawong Tel: 0-2229-2036 / Sarinluck Jitkawong Tel: 0-2229-2037 /
Nattaporn Boonprapa Tel: 0-2229-2049 / Watsamon Saowakhonsathien Tel: 0-2229-2797