Continuing Education Program
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IFPHK recognizes the importance of continuing education for maintaining the competency of the financial planners and always strives for excellence in offering well structured and high-value continuing education programs for financial planning professionals.

The Professional Development team in IFPHK will provide you with the tailored solution in meeting your specific training needs.  If your staff members require continuing education programs in any of the areas that are related to financial planning, you may contact us at 2982 7888 or email to

Course Catalogue Available for Download



Selected courses offered by IFPHK meet the CPD/CPT requirements of the following regulators:

  • The Securities and Futures Commission
  • Insurance Authority
  • The Mandatory Provident Fund Schemes Authority


Learning Areas

(1) Knowledge

  • Financial Management and Investment Planning
  • Risk Management and Retirement Planning
  • Tax Planning and Estate Planning
  • Regulations and Compliance
  • Wealth Protection and Transfer 

(2) Professional Management

  • Practice Management
  • Communications and Relationship Building

(3) Certificate Programs

  • Certificate Program in China Law
  • Certificate in Compliance for Financial Services Professionals

(4) Executive Programs

  • Asset Management and Portfolio Analysis
  • Asset Allocation in Practice
  • Effective Coaching Skills for Financial Planners
  • High Net Worth Client Management
  • China Wealth Management