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Education

To become a CFP^CM Certificants, candidates must develop their theoretical and practical financial planning knowledge by completing a comprehensive education program at one of the Approved Education Program Providers of IFPHK.

The Registered CFP^CM Certification Education Program

Alternative means to Fullfilling Education Requirement

Recommended Scope of Pre-requisite Knowledge and Self-Tests to assess whether your current knowledge level meets the education requirements.

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.