In November 2000, IFPHK achieved its first milestone when it successfully obtained the authorization from the CFP Board (U.S.) to be the sole licensing body for the testing and certification of CFP^CM certificants in Hong Kong and Macau, and for issuing the CFP certification marks, which are CFP^CM , CERTIFIED FINANCIAL PLANNER^CM , and , to qualified financial planning professionals in Hong Kong.

The CFP^CM certification program has been very well received by the industry and the public; and currently regarded as the highest qualification for financial planning, and wealth management practitioners.

International network

IFPHK is an affiliate member of an international assembly of financial planning bodies, the Financial Planning Standards Board, which was founded to promote the professionalism of individuals and organizations offering financial planning services and to ensure that such services are offered in an ethical and competent manner throughout the world.

Founders

IFPHK's solid foundation is built on our patrons and 30 founding members.

Patrons
IFPHK is honored to have the support of the following patrons who are leaders of Hong Kong's financial services industry (in alphabetical order):

The Hon. Bernard Chan
Legislative Councilor, HKSAR
Executive Director, Asia Insurance Company Limited

Mr. Paul Chow
Chief Executive, Hong Kong Exchanges and Clearing Limited

Mr. C.F. Choy
Chief Executive, HSBC Insurance (Asia-Pacific) Holdings Limited

Dr. The Hon. Eric Li Ka-Cheung, JP
Legislative Councilor, HKSAR

Mr. Anthony Neoh, JP
Senior Counsel

Mr. Raymond Or
Vice-Chairman and Chief Executive, Hang Seng Bank Limited