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CFP^CM資格認證申請及續期

CFP^CM資格認證申請表格

CFP^CM 資格認證復效申請表格

CFP^CM資格認證續期申請表格

CFP^CM資格認證資料

專業操守及責任

紀律規則及程序

CFP^CM資格認證考試申請

CFP^CM資格認證考試申請表格

CFP^CM認可財務策劃師資格認證考試申請表 (只適用於申請繁體中文新制試卷者)

CFP^CM认可财务策划师资格认证考试申请表(只适用于申请简体中文试卷者)

CFP^CM Certification Examination Review Request Form

CFP^CM考試成績覆核申請表

CFP^CM資格認證考試資料

CFP^CMCertification Examination Handbook (English Version)

CFP^CM認可財務策劃師資格認證考試手冊(繁體中文)

CFP^CMCertification Examination Administration Report

CFP^CM考試行政報告

CFP^CMCertification Examination Enquiry Report

CFP^CM考試查詢報告

跨地區CFP^CM資格認證考試申請

Cross Border CFP^CM Certification Examination (English Version)

跨地區CFP^CM資格認證考試 (繁體中文)

跨地区CFP^CM资格认证考试 (简体中文)

會籍申請及續期

APFP Application Form

APFP Designation Renewal Application Form

Associate Members Application Form

IFPHK/CII Joint Membership Renewal Form

Corporate Members Application Form

Student Members Application Form

持續進修

CFP^CM Renewal Policy & CE Requirement

APFP Renewal Policy & CE Requirement

Transcript Review Application Form

Transcript Review Application Form

國際財務顧問證書

FAIQ Information

國際財務顧問證書資料

FAIQ Exam Application Form

國際財務顧問證書考試申請表

FAIQ Conversion Course Information

國際財務顧問證書晉級課程

Order Form

Brochure Order Form

CFP^CM Pin Order Form

Textbook Order Form

Casio Financial Calculator Order Form

FAIQ Recognition of Achievement Card Order Form

Certificate Frame Order Form

其他

Change of Personal Particular Form

Template of Authorisation letter

CFP^CM, CERTIFIED FINANCIAL PLANNER^CM和

等認證標誌，於美國以外地區由財務策劃標準制定局(FPSB)全權擁有。
根據與財務策劃標準制定局(FPSB)簽訂的協議，香港財務策劃師學會是唯一在香港及澳門頒授CFP認證標誌的認可機構。

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