IFPHK

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Professional Development Curriculum for Financial Planners

IFPHK recognized the importance of professional development in maintaining a high competency for financial planners and strives for excellence in offering well structured and high-value training programs for financial planning professionals.

Accreditation

Our courses meet the CPD/CPT requirements of the following regulators:

The Securities and Futures Commission
Office of the Commissioner of Insurance
The Mandatory Provident Fund Schemes Authority

CE Training Series and Topics

Practices and Updates in Financial Planning I (HKCAAVQ Ref: 80/92/02)
Practices and Updates in Financial Planning II (HKCAAVQ Ref: 80/92/03)
Practices and Updates in Financial Planning III (HKCAAVQ Ref: 80/92/04)
Practices and Updates in Financial Planning IV (HKCAAVQ Ref: 80/92/05)
Financial Management and Investment Planning related courses
Risk Management and Retirement Planning related courses
Tax and Estate Planning related courses
Regulations and Compliance related courses
Refresher Program
Executive Program

Others
Workplace Financial Planning Education Program

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.

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