All regular members of the Society must hold one or more of the following highly respected financial service credentials:

• CLU: Chartered Life Underwriter
• ChFC: Chartered Financial Consultant
• CFP™: Certified Financial Planner
• CFA : Chartered Financial Analyst
• CPA: Certified Public Accountant
• LLB: (Any qualified person under the Legal Profession Act)

Regular members shall be entitled to the rights and responsibility of membership, including the right to vote and to hold office in the Society.

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For individuals holding Associate Financial Consultant designation or who have passed the examination for Associate Financial Consultant Educational Programme or Diploma in Financial Planning of Singapore College of Insurance.

In addition, Associate Membership may be conferred upon applicants under such terms as the Executive Committee of the Society shall determine from time to time. Associate members may not vote or hold office in the Society.

For individuals who have been accepted for the Chartered Financial Consultant/Singapore Programme, Chartered Life Underwriter/Singapore Programme, Associate Financial Consultant Educational Programme, Diploma in Financial Planning Programme of Singapore College of insurance.

In addition, Student Membership may be conferred upon applicants under such terms as the Executive Committee of the Society shall determine from time to time. Student members may not vote or hold office in the Society.

Once the relevant designation has been earned, student membership expires and former student members must convert to Associate / Regular membership to continue their Society affliation.