Consumer Brochures

"What is financial planning"

"Why choose a CFP^CM Professional?"

"What questions to ask a financial planner?"

Each of the brochures is offered in bundles of 50 only at $12 per copy.

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Module 1 – Fundamentals of Financial Planning
English version - Members: HK$220;Non-members: HK$250
Chinese version - Members: HK$270;Non-members: HK$300

Module 2 – Fundamentals of Risk and Insurance
English version - Members: HK$230;Non-members: HK$260
Chinese version - Members: HK$280;Non-members: HK$320

Module 3 – Essentials of Investments
Members: HK$190;Non-members: HK$220

Module 4 – Taxation and Tax Planning (textbook plus CD ROM)
English version - Members: HK$265;Non-members: HK$295
Chinese version - Members: HK$305;Non-members: HK$345

Module 5 – Employee Benefits and Estate Planning
English version - Members: HK$250;Non-members: HK$280

Module 6 – Casebook – SCMP/IFPHK Financial Planner Awards
English version - Members: HK$60;Non-members: HK$80

Module 6 – Practice Guide for Financial Planners
English version - Members: HK$100;Non-members: HK$200

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Download Order Form

2008 CFP Calendar Card Order Form

Model FC 100V
For members only,HK$180 per piece.

Model FC 200V
For members only,HK$252 per piece.

Download Order Form