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- Candidacy
- CFP® Certification Examination
- Sample Examination Questions
- Transcript Review
- Certification
- Certificant Manual
- Renewal Policies and Guidelines on CE Requirements
- Qualified Retirement Adviser / QRA
- Corporate Membership
- FAIQ
- Order Form
- Others
| Candidacy | |||
| Candidacy Registration Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| Change of Candidacy Status Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| Application Form for Concessionary Fee Arrangements for Candidacy under Fast-track to CFP Certification (List A) |
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| English | Download | ||
| Chinese | Download | ||
| Candidacy Renewal Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| Candidacy Reinstatement Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| CFP® Certification Examination | |||
| CFP® Certification / AFP® Certification Examination Handbook | |||
| English | Download | ||
| Chinese | Download | ||
| CFP® Certification Examination Application Form | |||
| For English Exam Paper | Download | ||
| For Traditional Chinese Exam Paper | Download | ||
| Cross Border CFP® Certification Examination Application Form | |||
| For English Exam Paper | Download | ||
| For Traditional Chinese Exam Paper | Download | ||
| For Simplified Chinese Exam Paper | Download | ||
| Examination Administration Report | |||
| English | Download | ||
| Chinese | Download | ||
| Examination Enquiry Report | |||
| English | Download | ||
| Chinese | Download | ||
| Examination Review Request Form | |||
| English | Download | ||
| Chinese | Download | ||
| Helpful Tips | |||
| English | Download | ||
| Chinese | Download | ||
| Statement of Result Request Form | |||
| English | Download | ||
| Chinese | Download | ||
| Sample Examination Questions | |||
| CFP® Certification / AFP® Certification Examination Sample Examination Questions | |||
| English | Download | ||
| Chinese | Download | ||
| Transcript Review | |||
| Transcript Review Application Form | |||
| In English ONLY | Download | ||
| Certification | |||
| CFP® Certification Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| CFP® Certification Renewal Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| CFP® Certification Reinstatement Form | |||
| English | Download | ||
| Chinese | Download | ||
| AFP® Certification Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| AFP® Certification Renewal Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| AFP® Certification Reinstatement Form | |||
| English | Download | ||
| Chinese | Download | ||
| Certificant Manual | |||
| CFP® Certificant Manual - Full Version | |||
| In English ONLY | Download | ||
| Guide to use of the CFP® Marks | |||
| English | Download | ||
| Chinese | Download | ||
| AFP® Certificant Manual - Full Version | |||
| In English ONLY | Download | ||
| Guide to use of the AFP® Marks | |||
| English | Download | ||
| Chinese | Download | ||
| Code of Ethics and Professional Responsibility | |||
| English | Download | ||
| Chinese | Download | ||
| Financial Planning Practice Standards | |||
| English (2021 version) | Download | ||
| Chinese (2021 version) | Download | ||
| English (2025 version) | Download | ||
| Chinese (2025 version) | Download | ||
| Comparison table between the 2025 version and the 2021 version | Download | ||
| Disciplinary Rules and Procedures | |||
| English | Download | ||
| Chinese | Download | ||
| Renewal Policies and Guidelines on CE Requirements | |||
| CFP® Certification Renewal Policy and Guidelines on CE Requirements | |||
| English | Download | ||
| Chinese | Download | ||
| AFP® Certification Renewal Policy and Guidelines on CE Requirements | |||
| English | Download | ||
| Chinese | Download | ||
| Candidacy Renewal Policy | |||
| English | Download | ||
| Chinese | Download | ||
| Qualified Retirement Adviser / QRA | |||
| QRA Examination Application Form | |||
| For English Exam Paper | Download | ||
| For Traditional Chinese Exam Paper | Download | ||
| QRA Examination Regulations | |||
| English | Download | ||
| Chinese | Download | ||
| QRA Examination Administration Report | |||
| English | Download | ||
| Chinese | Download | ||
| QRA Examination Enquiry Report | |||
| English | Download | ||
| Chinese | Download | ||
| QRA Examination Statement of Result Request Form | |||
| English | Download | ||
| Chinese | Download | ||
| QRA Holder Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| QRA Holder Renewal Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| QRA Holder Reinstatement Form | |||
| English | Download | ||
| Chinese | Download | ||
| QRA Holder Renewal Policy and Guidelines on CE Requirements | |||
| English | Download | ||
| Chinese | Download | ||
| Guideline on Use of the QRA Marks | |||
| English | Download | ||
| Chinese | Download | ||
| Corporate Membership | |||
| Corporate Membership Application Form | |||
| In English Only | Download | ||
| FAIQ | |||
| IFPHK/CII Joint Membership Renewal Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| Proper Usage of “FAIQ (CII) and IFPHK Associate Member | |||
| English | Download | ||
| Chinese | Download | ||
| Order Form | |||
| Premiums for CFP® Certificants | |||
| Bilingual | Download | ||
| Textbook Order Form | |||
| Bilingual | Download | ||
| Magnet Pin for CFP® certificants and AFP® certificants | |||
| English Only | Download | ||
| Premiums for QRA® Holders | |||
| English Only | Download | ||
| Others | |||
| Change of Personal Particular Form | |||
| English | Download | ||
| Chinese | Download | ||
| Data Access Request Form | |||
| In English ONLY | Download | ||
| Authorisation Form | |||
| English | Download | ||
| Chinese | Download | ||
, 
, AFP®, ASSOCIATE FINANCIAL PLANNER®, 
and 
are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks and AFP marks in Hong Kong and Macau, through agreement with FPSB.