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| NOTE: CFPCM certification program has been revamped in July 2011. Please note that documents/forms listed below may only applicable to either the ‘Old structure” (6-modular education program and 4-paper examination mode), the ‘New Structure’ ( with AFPTMCertification as a progression pathway) or both. Please download the appropriate document/form carefully. For information about the NEW REVAMPED CFPCM Certification and AFPTM Certification, please click here . |
BY CATEGORIES
- Candidacy
- CFPCM Certification / AFPTM Certification Examination
- Transcript Review
- Certification
- Certificant Manual
- Renewal Policies and Guidelines on CE Requirements
- Corporate Membership
- FAIQ
- Order Form
- Others
| Old Structure | New Structure | ||
| Candidacy | |||
| Candidacy Registration Application Form | |||
| English | Not Applicable | Download | |
| Chinese | Not Applicable | Download | |
| Change of Candidacy Status Application Form | |||
| English | Not Applicable | Download | |
| Chinese | Not Applicable | Download | |
| Application Form for Concessionary Fee Arrangements for Candidacy with Challenge Status (List A) |
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| In English ONLY | Not Applicable | Download | |
| Conversion Application Form | |||
| English | Not Applicable | Download | |
| Chinese | Not Applicable | Download | |
| Candidacy Renewal Application Form | |||
| English | Not Applicable | Download | |
| Chinese | Not Applicable | Download | |
| Candidacy Reinstatement Application Form | |||
| English | Not Applicable | Download | |
| Chinese | Not Applicable | Download | |
| Old Structure | New Structure | ||
| CFPCMCertification / AFPTM Certification Examination | |||
| CFPCM Certification / AFPTM Certification Examination Handbook | |||
| English | Download | Download | |
| Chinese | Download | Download | |
| CFPCM Certification Examination Application Form | |||
| For English Exam Paper | Download (4-paper mode) | Download (Level 1 and 2) | |
| For Traditional Chinese Exam Paper | Download (4-paper mode) | Download (Level 1 and 2) | |
| AFPTM Certification Examination Application Form | |||
| For English Exam Paper | Not Applicable | Download | |
| For Traditional Chinese Exam Paper | Not Applicable | Download | |
| Cross Border CFPCM Certification Examination Application Form | |||
| For English Exam Paper | Download | ||
| For Traditional Chinese Exam Paper | Download | ||
| For Simplified Chinese Exam Paper | Download | ||
| Examination Administration Report | |||
| English | Download | ||
| Chinese | Download | ||
| Examination Enquiry Report | |||
| English | Download | ||
| Chinese | Download | ||
| Examination Review Request Form | |||
| English | Download | ||
| Chinese | Download | ||
| Helpful Tips | |||
| English | Download | ||
| Chinese | Download | ||
| Statement of Result Request Form | |||
| English | Download | ||
| Chinese | Download | ||
| Sample Questions for AFP Certification Examination | |||
| English | Download | ||
| Chinese | Download | ||
| Old Structure | New Structure | ||
| Transcript Review | |||
| Transcript Review Application Form | |||
| In English ONLY | Download | Download | |
| Old Structure | New Structure | ||
| Certification | |||
| CFPCM Certification Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| CFPCM Certification Renewal Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| CFPCM Certification Reinstatement Form | |||
| English | Download | ||
| Chinese | Download | ||
| AFPTM Certification Application Form | |||
| English | Not Applicable | Download | |
| Chinese | Not Applicable | Download | |
| AFPTM Certification Renewal Application Form | |||
| English | Not Applicable | Download | |
| Chinese | Not Applicable | Download | |
| AFPTM Certification Reinstatement Form | |||
| English | Not Applicable | Download | |
| Chinese | Not Applicable | Download | |
| Old Structure | New Structure | ||
| Certificant Manual | |||
| CFPCM Certificant Manual - Full Version | |||
| In English ONLY | Download | ||
| Guide to use the CFP Marks | |||
| English | Download | ||
| Chinese | Download | ||
| AFPTM Certificant Manual - Full Version | |||
| In English ONLY | Not Applicable | Download | |
| Guide to use the AFP Marks | |||
| English | Not Applicable | Download | |
| Chinese | Not Applicable | Download | |
| Code of Ethics and Professional Responsibility | |||
| English | Download | ||
| Chinese | Download | ||
| Financial Planning Practice Standards | |||
| English | Download | ||
| Chinese | Download | ||
| Disciplinary Rules and Procedures | |||
| English | Download | ||
| Chinese | Download | ||
| Old Structure | New Structure | ||
| Renewal Policies and Guidelines on CE Requirements | |||
| CFPCM Certification Renewal Policy and Guidelines on CE Requirements | |||
| English | Download | ||
| Chinese | Download | ||
| AFPTM Certification Renewal Policy and Guidelines on CE Requirements | |||
| English | Not Applicable | Download | |
| Chinese | Not Applicable | Download | |
| Candidacy Renewal Policy | |||
| English | Not Applicable | Download | |
| Chinese | Not Applicable | Download | |
| Corporate Membership | |||
| Corporate Membership Application Form | |||
| In English Only | Download | ||
| FAIQ | |||
| FAIQ Examination Application Form | |||
| For English Exam Paper | Download | ||
| For Traditional Chinese Exam Paper | Download | ||
| IFPHK/CII Joint Membership Renewal Application Form | |||
| English | Download | ||
| Chinese | Download | ||
| Proper Usage of “FAIQ (CII) and IFPHK Associate Member | |||
| English | Download | ||
| Chinese | Download | ||
| Order Form | |||
| Premiums for CFPCM Certificants | |||
| Bilingual | Download | ||
| Textbook Order Form | |||
| Bilingual | Download | ||
| Consumer Book Order Form | |||
| Bilingual | Download | ||
| Magnet Pin for CFP certificants and AFP certificants | |||
| English Only | Download | ||
| Promotional Card for CFP Certification | |||
| English Only | Download | ||
| Others | |||
| Change of Personal Particular Form | |||
| English | Download | ||
| Chinese | Download | ||
| Authorisation Form | |||
| English | Download | ||
| Chinese | Download | ||
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