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Introduction of IFPHK
IFPHK was established in June 2000 as a non-profit organization for the fast–growing financial industry. It aims to be recognized in the region as the premier professional body representing financial planners that uphold the highest standards to benefit the public.
The Institute is the sole licensing body in Hong Kong authorized by Financial Planning Standards Board Limited to grant the much-coveted and internationally-recognized CFPCM certification and AFPTM certification to qualified financial planning professionals in Hong Kong and Macau.
It represents more than 6,800 financial planning practitioners in Hong Kong from such diverse professional backgrounds as banking, insurance, independent financial advisory, stockbroking, accounting, and legal services.
Currently there are more than 147,000 CFP certificants in 25 countries/regions; the majority of these professionals are in the U.S., Canada, China, Australia and Japan, with more than 4,800 CFP certificants in Hong Kong.
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.
Chart 1: No. of CFPCM Certificants worldwide (1973 – 2012)
Chart 2: No. of CFPCM Certificants in Hong Kong (2001 - 2012)
The leading organization in Hong Kong for advancing professional financial planning standards and promoting the importance of financial planning
|To lead the development, promotion and enforcement of professional standards in financial planning industry|
|To raise professional standards of financial planners through internationally-recognized certification|
|To increase all external stakeholders’ awareness of the importance of financial planning and advice from a financial planning professional|
|To influence corporate industry leaders to uphold high standards in financial planning industry|
Introduced in 1972, the CFP certification quickly became financial planning’s highest standard worldwide because CFP professionals have met the rigorous 4Es (Education, Examination, Experience and Ethics) certification requirements and voluntarily agreed to adhere to high standards of competence and ethical practice. Thus it assures the public that they will receive objective financial planning advice from CFP professional to help them meet their life goals. More…
In 2011, the IFPHK introduces AFP Certification to enhance CFP Certification requirements, advance consumer protection and improve financial planning professionalism in Hong Kong. AFP Certification has been introduced as a progressive pathway to CFP Certification. The AFP Certification is tailored for qualified individuals to care for the common financial planning needs of clients. Those financial planners who are keen to further enhance their professional knowledge in specialized and sophisticated areas can continue with their CFP Certification. More…
What is Financial Planning
Financial planning is the process of setting, planning, achieving and reviewing your life goals through proper management of your finances. It reduces surprises and makes you more in control of your goals. More…
Look up important websites for more information on financial planning.