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CFP Certificants

The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFPCM certification marks and AFPTM trademarks in Hong Kong and Macau, through agreement with Financial Planning Standards Board Ltd.  

Under the revamped program, the first level is AFP Certification.  The advanced level is CFP Certification.  For both AFP Certification and CFP Certification, individuals must go through the “4Es” certification process to attain the Certification. The “4Es” represent Education, Examination, Experience and Ethics.

Upon successful application for CFP Certification with the IFPHK, the IFPHK will grant the CFP Certificant a complimentary ordinary membership under IFPHK’s Articles of Association.