IFPHK

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Publications

Consumer Book Order Form (Bilingual)

Textbooks

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 (include 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
Chinese version - Members: HK$300; Non-members: HK$330

Module 6 – Advanced Financial Planning - Case Analysis And Suggested Approach
English version - Members: HK$200; Non-members: HK$230

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

Sample Questions for CFP^CM Certification Exam (Paper 1, 2 & 3)
English version – Members & Non-members: HK$50
Chinese version - Members & Non-members: HK$50

Sample Questions for CFP^CM Certification Exam (Paper 4)
English version – Members & Non-members: HK$30
Chinese version - Members & Non-members: HK$30

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Premiums for CFP^CM certificants

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Calculator

Model FC 100V
For members only,HK$198 per piece.

Model FC 200V
For members only,HK$277 per piece.

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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.