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| Examination |
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| The CFPCM Certification Examination consists of the following four(4) papers that are designed to test candidates' ability. |
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| Paper |
Title |
Duration (hrs) |
Syllabus |
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| 1 |
Insurance and Retirement Planning |
2.5 |
Syllabus |
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| 2 |
Tax and Estate Planning |
2.5 |
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| 3 |
Investment Planning |
2.5 |
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| 4 |
Financial Planning Practice |
3 |
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The examination of all papers will be offered TWICE a year in English, Simplified Chinese and Traditional Chinese.
Candidates can sit for Papers 1 to 4 in any sequence, as long as they have met all the pre-requisite educational requirements for the particular paper. For certification purposes, candidates must pass ALL four papers within five(5) years.
With effect from 2008, candidates who have passed all 4 papers of the CFP Certification Examination must apply for CFP certification or Associate (Graduate) Membership of IFPHK within 6 months from the last examination date, otherwise all PASS results of CFP Certification Examination will be expired. Please click HERE for details. |
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| Eligibility |
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| Candidates must have a University degree OR a minimum of 5 passes in any subjects in HKCEE.* To apply for each paper, candidate must have passed the corresponding prerequisite modules of the IFPHK Registered CFPCM Certification Education Program stated below: |
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| Examination
Paper |
Prerequisite Modules |
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| Paper 1 |
M1 + M2 + M5 |
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| Paper 2 |
M1 + M4 + M5 |
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| Paper 3 |
M1 + M3 |
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| Paper 4 |
Passed All six modules |
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*Those who do not meet the minimum education requirement of 5 passes in any subjects in HKCEE will need to complete ALL six(6) modules of the IFPHK Registered CFPCM Certification Education Program first before applying to enrol for any of the papers.
For complete details on examination registration procedures, examination policies and other information about the CFPCM certification examination, please refer to the CFPCM Certification Examination Handbook (English Version) / (Chinese Version). |
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Exam Fees
Examination fee for Paper 1-3 : HK$900 each
Examination Fee for Paper 4 : HK$1,200 |
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Application
If you have met the above requirements, you can apply for enrolment for CFPCM Certification Examination by downloading, completing and submitting the Certification Examination Application Form. |
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Application deadline
All completed applications must be received by the deadline as determined by the IFPHK.
Late applications will not be considered for that examination. Incomplete applications will not be processed until all requirements have been met. If applicable, further instructions will be sent to help applicants complete the application. |
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Further Information on Examination
Candidates should observe and follow the Rules and Regulations stipulated for the examination. To know more about the examination, please click here. |
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are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.(FPSB).