::: 香港財務策劃師學會 - INSTITUTE OF FINANCIAL PLANNERS OF HONG KONG :::

Home > >

Old Structure and New Structure

Old Structure and New Structure
Education

Education
Examination

Examination
Experience

Experience
Ethics

Ethics
CFPCM Certification Renewal

CFP^CMCertification Renewal
Conversion from Old Structure to New Structure

Conversion from Old Structure to New Structure
FAQ

FAQ

To become a CFP^CMCertificant, candidates must develop their theoretical and practical financial planning knowledge by completing a comprehensive education program at one of the Approved Education Program Providers of IFPHK.

The Registered CFP^CMCertification Education Program

Alternative means to Fullfill the Education Requirement.* Transcript Review and Challenge Status.

Recommended Scope of Pre-requisite Knowledge to assess whether your current knowledge level meets the education requirements.

* Every Candidate must process a bachelor’s degree or attain a minimize of 5 passes in the Hong Kong certificate of Education Examination. We also consider candidates who have completed the registered CFP^CMcertification Education Program as fulfilling the 5 passes in HKCEE requirement.

Class Schedule of the Registered CFP Certification Education Program

CFP^CM, CERTIFIED FINANCIAL PLANNER^CM,

, AFP^TM, ASSOCIATE FINANCIAL PLANNER^TM 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.