The Institute of Financial Planners of Hong Kong (IFPHK) is proud to present its signature annual event, the Financial Planning Conference 2015, on 1 September 2015 at the Hong Kong Convention and Exhibition Centre. With over 400 CFPCM professionals and financial planning practitioners participating, the Conference provides an excellent platform for like-minded professionals to meet and learn about latest market issues and trends.

The IFPHK always invites regulators, financial experts and prominent industry figures to impart their wisdom and experience at the annual Conference. This year, the Conference themed “Positioned for Success” will explore key challenges and opportunities in the Hong Kong financial market, in particular after the launch of the Stock Connect policies, Mainland’s One Belt One Road and the Asian Infrastructure Investment Bank (AIIB). In the meantime, the rapid ageing population poses a challenge yet a business opportunity in the community. How can forward-looking financial planners leverage on these opportunities?

Topic Highlights:

Latest regulatory updates and regulatory policies from key regulators in Hong Kong
Latest developments in Mainland China capital markets and directions in economic development
Challenges and opportunities of talent shortage in the Hong Kong financial services industry
Soft skills and hard facts about planning for retirement in Hong Kong
Key issues and case studies in succession planning for Chinese business dynasties
Innovating and making waves in digital marketing on Hong Kong social media platforms

Date: 1 September, 2015 (Tuesday)
Time: 9:15am – 5:15pm
Venue: Meeting Room N101, Hong Kong Convention and Exhibition Centre
Early Bird Discount:
[Valid Until 9 August] [Limited to 200 seats]
HK$580 (Member) / HK$980 (Non-Member)
Limited Time Offer:
[Valid From 10 August to 23 August]
HK$880 (Member) / HK$1,480 (Non-Member)
Regular Fee:

[Valid From 24 August]

HK$1,180 (Member) / HK$1,780 (Non-Member)
Language: Cantonese (Unless specified)
CE Recognition:

Participants who have completed the whole conference will be awarded with:
6 IFPHK CE Hours (including 1 compliance or ethics hour)
6 SFC CPT Hours
6 MPFA non-core CPD Hours
2 IA CPD Hours*

* Subject to final approval

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.