About the Conference

The Institute of Financial Planners of Hong Kong (IFPHK) is proud to present the IFPHK Financial Planning Conference 2018 (the “Conference”) on 20 September 2018 (Thursday) at the Hong Kong Convention and Exhibition Centre. This flagship event will bring together over 400 leading experts, regulators, government officials, CFPCM professionals and best minds across multi sectors of the financial services industry.


The theme of the Conference is “Embracing Changes with Confidence”. This year, the Conference will cover a number of topics encompassing the future of financial planning, such as issues on evolving regulatory standards, latest industry trends, adaption of fintech and best practices.

Topic Highlights

  • Latest Regulatory Updates
  • Voluntary Health Insurance Scheme - Views from Financial Services and Public Health Sectors
  • Building Sources of Retirement Income
  • The Application of Blockchain Technology in Wealth Management Industry
  • Greater-Bay Area - Challenges and Opportunities

20 September 2018 (Thursday)


Meeting Room N101, Hong Kong Convention and Exhibition Centre


9:15am – 5:15pm



(Unless specified)



Participants who have completed the whole conference will be awarded with*:

  • 6 IFPHK CE Hours (including 1 compliance and/or ethics hour)
  • 2018 Designated CE course for QRA holders (3 hours)
  • 6 SFC CPT Hours
  • 6 MPFA non-core CPD Hours
  • 2 IA CPD Hours

* Subject to approval

Super Early Bird Discount

[Valid Until 9 August]

[Limited to 200 seats]

HK$680 (Member) /

HK$1,180 (Non-Member)


Early Bird Discount:

[Valid From 10 - 24 August]

HK$980 (Member) /

HK$1,680 (Non-Member)


Regular Fee:

[Valid From 25 August]

(Application deadline: 18 September)

HK$1,280 (Member) /

HK$1,980 (Non-Member)


To be announced closer to the event day, please stay tuned.

Sponsors and Supporters

To learn more about sponsorship details, please click HERE.


To sponsor, please contact:

Mr. Kevin Law

Senior Manager, Professional Development Department of IFPHK

Tel: (852) 2982 7869       Email: kevinlaw@ifphk.org

Sponsoring Organization:

Supporting Organizations:

Registration and Enquiries

Conference Registration

To Register Online, please click HERE.


To Download Registration form, please click HERE.



Institute of Financial Planners of Hong Kong

Address: 13/F, Causeway Bay Plaza 2,

463 - 483 Lockhart Road, Causeway Bay, Hong Kong

Tel: (852) 2982 7888              Fax: (852) 2982 7777

Email: marketing@ifphk.org

CFPCM, CERTIFIED FINANCIAL PLANNERCM, , , AFPTM, ASSOCIATE FINANCIAL PLANNERTM, and are certification marks and / or 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.