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  • Media Corner
  • Resources
  • Policy and Regulatory Affairs
  • Old Structure CFPCM Certification
  • IFPHK/ CII Joint Members
  • About IFPHK
    • Vision & Mission

      Vision & Mission

      Leading organization to promote importance of financial planning…

    • Background

      Background

      IFPHK’s development and important milestones

    • Governing Structure

      Governing Structure

      IFPHK is governed by Board of Directors and 5 committees

    • Affiliations

      Affiliations

      IFPHK is working closely with various global affiliations

    • Photo Gallery

      Photo Gallery

      Click here for event snapshots

    • Job Vacancies

      Job Vacancies

      IFPHK's openings

    • Venue Rental

      Venue Rental

      IFPHK is a professional venue to hold functions

    • Contact IFPHK

      Contact IFPHK

      Feel free to contact us at all time

  • AFPTM / CFPCM Certification
    • Pathway to AFPTM/CFPCMCertification

      Pathway to AFPTM/CFPCMCertification

      IFPHK welcomes your interest in AFPTM / CFPCM Certification

    • Education Requirements

      Education Requirements

      Complete the respective education programs or fulfill the education requirements through challenge status.

    • Examination Requirements

      Examination Requirements

      Want to know the structure of examination? Click here…

    • Work Experience Requirements

      Work Experience Requirements

      Check the work experience standards before getting certified

    • Ethics Requirements

      Ethics Requirements

      All members must agree to set forth their ethical responsibilities to the public, clients and employers

    • AFPTM / CFPCM Certification Renewal

      AFPTM / CFPCM Certification Renewal

      Renew your membership annually

    • Cross Border CFPCM Certification

      Cross Border CFPCM Certification

      What is Cross Border CFPCM Certification?

    • FAQ

      FAQ

      If you wish to learn more about AFPTM / CFPCM Certification, click here…

  • Membership
    • Types of Member

      Types of Member

      Membership of IFPHK is available to anyone interested in their own professional development or the development of Financial Planning as a profession

    • Member's Login

      Member's Login

      Member's Login

  • Continuing Education Program
    • Continuing Education Program Calendar

      Continuing Education Program Calendar

      Plan your training and pick topics to fit your schedule

    • CE Online

      CE Online

      You decide when and where to complete your CE training

    • Corporate Training

      Corporate Training

      IFPHK offers bespoke training services to companies

    • Trainers Recruitment

      Trainers Recruitment

      Join IFPHK in maintaining the industry’s standard

    • Conferences

      Conferences

      Highly anticipated annual industry events at IFPHK

    • Registration History

      Registration History

      Manage your training records at your finger tips

  • News
    • Current News

      Current News

      Up-to-date news about IFPHK

    • Archived News

      Archived News

      Archived news

  • Consumer Corner
    • Financial Planning Basis

      Financial Planning Basis

      To know more about Financial Planning

    • Consumer Brochures

      Consumer Brochures

      A series of consumer brochures are available for free download

    • Financial Planner Verification

      Financial Planner Verification

      To verify that your financial planner is certified as CFP Certificant or AFP Certificant?

    • Complaint

      Complaint

      Submit your complaints to us

  • Media Corner
    • Media Kit

      Media Kit

      To know more about IFPHK, facts and figures

    • Press Release

      Press Release

      Up-to-date press release

    • Media Calendar

      Media Calendar

      Media interview and column schedule

    • Event Calendar

      Event Calendar

      A glimpse of  IFPHK’s Events

  • Resources
    • Download Area

      Download Area

      Useful forms for our members/ non-members

    • Useful Links

      Useful Links

      Quick links to regulators and professional bodies

    • IFPHK Shop

      IFPHK Shop

      Place orders for IFPHK textbooks, premiums, consumer brochures

    • Publication & Reports

      Publication & Reports

      Useful reports for our members/ non-members

  • Policy and Regulatory Affairs
    • Ethics & Enforcement

      Ethics & Enforcement

    • Importance of Advocacy

      Importance of Advocacy

  • Old Structure CFPCM Certification
    • Old Structure and New Structure

      Old Structure and New Structure

    • Education

      Education

    • Examination

      Examination

    • Experience

      Experience

    • Ethics

      Ethics

    • CFPCM Certification Renewal

      CFPCMCertification Renewal

    • Conversion from Old Structure to New Structure

      Conversion from Old Structure to New Structure

    • FAQ

      FAQ

  • IFPHK/ CII Joint Members
    • Benefits

      Benefits

    • Examination

      Examination

    • Training

      Training

    • Application

      Application

    • FAQ

      FAQ


  • About IFPHK

    • Vision & Mission
    • Background
    • Governing Structure
    • Contact IFPHK
    • Affiliations
    • Photo Gallery
    • Job Vacancies
    • Venue Rental
  • AFPTM / CFPCM Certification

    • Pathway to AFPTM/CFPCMCertification
    • Education Requirements
    • Examination Requirements
    • Work Experience Requirements
    • Ethics Requirements
    • AFPTM / CFPCM Certification Renewal
    • Cross Border CFPCM Certification
    • FAQ
  • Membership

    • Types of Member
    • Member's Login
  • Continuing Education Program

    • Continuing Education Program Calendar
    • CE Online
    • Corporate Training
    • Trainers Recruitment
    • Conferences
    • Registration History
  • News

    • Current News
    • Archived News
  • Consumer Corner

    • Financial Planning Basis
    • Consumer Brochures
    • Financial Planner Verification
    • Complaint
  • Media Corner

    • Media Kit
    • Press Release
    • Media Calendar
    • Event Calendar
  • Resources

    • Download Area
    • Useful Links
    • IFPHK Shop
    • Publication & Reports

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.
Copyright ® 2012 The Institute of Financial Planners of Hong Kong Limited. All right reserved
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