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| Vision |
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| The leading organization in Hong Kong for advancing professional financial planning standards and promoting the importance of financial planning |
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| Missions |
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| Mission 1: |
| To lead the development, promotion and enforcement of professional standards in financial planning industry |
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| Mission 2: |
| To raise professional standards of financial planners through internationally-recognized certification |
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| Mission 3: |
| To increase all external stakeholders’ awareness of the importance of financial planning and advice from a financial planning professional |
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| Mission 4: |
| To influence corporate industry leaders to uphold high standards in financial planning industry |
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CFPCM , CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.(FPSB).
The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks in Hong Kong and Macau, through agreement with FPSB.
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Copyright © 2009 The Institute of Financial Planners of Hong Kong Limited. All right reserved. |