IFPHK

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FAIQ does not require any entry-level requirements. It is open to all suitable graduates or professionals looking to gain knowledge and recognition for their careers in financial services.

The exam is a two and a half hour paper consisting of 100 multiple-choice questions with two public exam sittings annually. For year 2010, the specific exam dates are April 21 and October 20, and the application deadlines are March 10 and September 8 respectively.

The exam is now available in both English and Chinese. To apply for the appropriate one, you need to download one of the appropriate application forms below:

For the English exam, please click here

For the Chinese exam, please click here

The nominal pass mark is 70%, though this may vary slightly from one session to another to ensure that the pass standard remains constant.

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 is the marks licensing authority for the CFP marks in Hong Kong and Macau, through agreement with FPSB.