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  • Media Corner
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  • Policy and Regulatory Affairs
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  • FAIQ
  • AFP Certification
  • CFP Certification
  • Information Session / Information Week
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  • About IFPHK
    • Vision & Mission

      Vision & Mission

      Leading organization to promote importance of financial planning…

    • Background

      Background

      IFPHK’s development and important milestones

    • Governing Structure

      Governing Structure

      IFPHK is governed by Board of Directors and 5 committees

    • ESG Statement

      ESG Statement

      IFPHK's ESG Statement - Reinforcing Commitment to Sustainability

    • Affiliations

      Affiliations

      IFPHK works closely with various global affiliations

    • Photo Gallery

      Photo Gallery

      Click here for event snapshots

    • Job Vacancies

      Job Vacancies

      IFPHK's openings

    • Contact IFPHK

      Contact IFPHK

      Feel free to contact us at all time

  • CFP® / AFP® / FAIQ / QRA
    • CFP

      CFP® Certification

      CFP Certification is the world’s oldest and most-recognized advanced certification for financial planners.....

    • AFP Certification

      AFP® Certification

      AFP professionals are attuned to the environment of the Hong Kong domestic market and the unique needs of consumers.....

    • FAIQ

      FAIQ

      FAIQ is an internationally-recognized certificate to be jointly awarded on successful completion by the UK-based CII and IFPHK.....

    • QRA

      QRA

      QRA Education Program and Examination is designed for individuals who have a keen interest in starting their career in the retirement adviser space in Hong Kong.

  • Membership
    • Types of Member

      Types of Member

      Membership of IFPHK is available to anyone interested in their own professional development or the development of Financial Planning as a profession

    • Member's Login

      Member's Login

      Member's Login

  • Professional Development
    • Continuing Education Program Calendar

      Continuing Education Program Calendar

      Plan your training and pick topics to fit your schedule

    • Corporate Training

      Corporate Training

      IFPHK offers tailored training services to companies

    • Trainers Recruitment

      Trainers Recruitment

      Join IFPHK in upholding the industry’s standard

    • Conferences

      Conferences

      Highly anticipated annual industry events at IFPHK

    • FPLearning

      FPLearning

      A new e-learning platform to provide online CPD courses to members and financial services practitioners

    • Venue Rental

      Venue Rental

      IFPHK offer venue rental

  • News
    • Current News

      Current News

      Up-to-date news about IFPHK

    • Archived News

      Archived News

      Archived news

  • Consumer Corner
    • Basic Knowledge of Financial Planning

      Basic Knowledge of Financial Planning

      To know more about Financial Planning

    • Consumer Brochures

      Consumer Brochures

      A series of consumer brochures are available for free download

    • Financial Planner Verification

      Financial Planner Verification

      To verify your financial planner

    • Complaint

      Complaint

      Submit your complaints to us

  • Media Corner
    • Media Kit

      Media Kit

      To know more about IFPHK, facts and figures

    • Press Release

      Press Release

      Up-to-date press release

    • Media Digest

      Media Digest

      Media interview and column schedule of IFPHK representatives

    • Event Listing

      Event Listing

      A glimpse of  IFPHK’s Events

  • Resources
    • Download Area

      Download Area

      Useful forms for our members/ non-members

    • Useful Links

      Useful Links

      Quick links to regulators and professional bodies

    • IFPHK Shop

      IFPHK Shop

      Place orders for IFPHK textbooks, premiums, consumer brochures

    • Publication & Reports

      Publication & Reports

      Useful reports for our members/ non-members

  • Policy and Regulatory Affairs
    • Ethics & Enforcement

      Ethics & Enforcement

    • Importance of Advocacy

      Importance of Advocacy

  • Old Structure CFPCM Certification
    • Old Structure and New Structure

      Old Structure and New Structure

    • Education

      Education

    • Examination

      Examination

    • Experience

      Experience

    • Ethics

      Ethics

    • CFPCM Certification Renewal

      CFPCMCertification Renewal

    • Conversion from Old Structure to New Structure

      Conversion from Old Structure to New Structure

    • FAQ

      FAQ

  • FAIQ
    • About FAIQ

      About Financial Advisers' International Qualification (FAIQ)

    • Renewal

      IFPHK / CII Joint Membership Renewal

    • FAQ

      FAQ

  • AFP Certification
    • About AFP

      About AFP Certification

    • Becoming an AFP Certificant

      Becoming an AFP Certificant

    • Education

      "4E" Requirements - Education

    • Examination

      "4E" Requirements - Examination

    • Experience

      "4E" Requirements - Experience

    • Ethics

      "4E" Requirements - Ethics

    • Renewal

      Annual Recertification for AFP Certificants

    • Frequently Asked Questions

      Frequently Asked Questions

    • Fees

      Fees

    • Examination Pass Rates

      Examination Pass Rates

  • CFP Certification
    • About CFP Certification

      About CFP Certification

    • Becoming a CFP Certificant

      Becoming a CFP Certificant

    • Education

      "4E" Requirements – Education

    • Examination

      "4E" Requirements – Examination

    • Experience

      "4E" Requirements – Experience

    • Ethics

      "4E" Requirements – Ethics

    • Annual Recertification as a CFP Certificant

      Annual Recertification as a CFP Certificant

    • Frequently Asked Questions

      Frequently Asked Questions

    • Cross Border CFP Certification

      Cross Border CFP Certification

    • Fees

      Fees

    • Examination Pass Rates

      Examination Pass Rates

  • Information Session / Information Week
    • Information Session / Information Week

      Information Session / Information Week

  • QRA
    • About QRA Education Program and Examination

      About QRA Education Program and Examination

    • Becoming a QRA Holder

      Becoming a QRA Holder

    • QRA Education Program

      QRA Education Program

    • QRA Examination

      QRA Examination

    • QRA Membership Renewal

      QRA Membership Renewal

    • Examination Pass Rates

      Examination Pass Rates

    • Programme Fee

      Programme Fee

    • Enquiries

      Enquiries


  • About IFPHK

    • Vision & Mission
    • Background
    • Governing Structure
    • ESG Statement
    • Affiliations
    • Photo Gallery
    • Job Vacancies
    • Contact IFPHK
  • CFP® / AFP® / FAIQ / QRA

    • CFP® Certification
    • AFP® Certification
    • FAIQ
    • QRA
  • Membership

    • Types of Member
    • Member's Login
  • Professional Development

    • Continuing Education Program Calendar
    • Corporate Training
    • Trainers Recruitment
    • Conferences
    • FPLearning
  • News

    • Current News
    • Archived News
  • Consumer Corner

    • Basic Knowledge of Financial Planning
    • Consumer Brochures
    • Financial Planner Verification
    • Complaint
  • Media Corner

    • Media Kit
    • Press Release
    • Media Digest
    • Event Listing
  • Resources

    • Download Area
    • Useful Links
    • IFPHK Shop
    • Publication & Reports

CFP®, CERTIFIED FINANCIAL PLANNER®,  , , 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.
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