IFPHK

Home

Member's Login

中文

Home > CFP^CM > Benefits

Demand for objectivity and the need for high standards in financial planning has placed the CFP^CM certification at the forefront of the financial services industry.

For this reason, the CFP^CM certification marks were introduced in 1972 and were designed to meet two practical objectives:

1. Assure that the public receives objective financial planning advice; and

2. Reassure the public that CFP^CM certificants voluntarily adhere to the highest standards of competence and ethical practice.

Combined with the rigorous CFP^CM certification requirements, the CFP^CM marks are considered financial planning's highest standard worldwide and are the most widely recognized marks in financial planning.

IFPHK is authorized by the Financial Planning Standards Board Ltd. (FPSB) to be the sole licensing body for granting the CFP^CM marks to qualified practitioners in Hong Kong and Macau.

Interested parties are encouraged to review the requirements, rules and policies indicated in the 4Es requirements that include:

Education

Examination

Experience

Ethics

CFP^CM , CERTIFIED FINANCIAL PLANNER^CM and

are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.(FPSB).
The Institute of Financial Planners of Hong Kong Limited (IFPHK), is the marks licensing authority for the CFP marks in Hong Kong and Macau, through agreement with FPSB.