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

Home > >

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
ESG Statement

ESG Statement

IFPHK's ESG Statement - Reinforcing Commitment to Sustainability
Affiliations

Affiliations

IFPHK works closely with various global affiliations
Photo Gallery

Photo Gallery

Click here for event snapshots
Job Vacancies

Job Vacancies

IFPHK's openings
Contact IFPHK

Contact IFPHK

Feel free to contact us at all time

IFPHK Board of Directors 2025/2026

	Name	Company	Industry
Chairman	Cheung Edwin Yin Ming	Bupa (Asia) Limited	Insurance
Vice Chairman - Development	Yu Shek Hang	Elitrix Wealth Management Limited	Insurance
Vice Chairman - Finance & Administration	Pun Ki Wai David	Acuvisions Corporate Strategy Limited	Others
Member of the Board	Chan Ching Sang	Everbright Securities International	Fund Houses / Securities Brokers
	Chan Sai Hung	Trinity-C Management Limited	Education
	Chen Gifford	AIA International Limited	Insurance
	Cheng Tsz Wan	The Hang Seng University of Hong Kong	Education
	Fung Man Kei	Agile Elite Consultancy Limited	Education
	Lai Ka Leung Desmond	DL Wealth Management Institute Limited	Education
	Lam Tsz Fung	AIA International Limited	Insurance
	Ma Ying Mao Andrew	Smart Best Planning Limited	Others
	Mak Lok Ching	Standard Chartered Bank (Hong Kong) Limited	Banking
	Pong Po Lam	Pegasus Fund Managers Limited	Fund Houses / Securities Brokers

CFP^®, CERTIFIED FINANCIAL PLANNER^®,

,

, AFP^®, ASSOCIATE FINANCIAL PLANNER^®,

and

are 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.