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Home > CFP^CM > CFP^CM Certification > Education > Alternative Means to Satisfying Education Requirment

Alternative Means to Satisfying Education Requirment

Apart from undertaking the Registered CFP^CM Certification Education Program, the education requirement can also be met using either of the following:

Transcript Review
Submitting a transcript review to IFPHK for review and credit for previous coursework in financial planning related discipline. More...
Challenge Status showing the attainment of certain professional designations. More...

Every candidate must also possess a bachelor's degree or attain a minimum of 5 passes in the Hong Kong Certificate of Education Examination. We also consider candidates who have completed the Registered CFP^CM Certification Education Program as fullfilling the 5 passes in HKCEE requirement.

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.