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About “World Financial Planning Day 2022” (“WFPD”)

The IFPHK hosts the “World Financial Planning Day 2022” (“WFPD”) in Hong Kong, as a support to the Financial Planning Standards Board (“FPSB”) initiatives during the International Organization of Securities Commissions’ (“IOSCO”) World Investor Week. The WFPD is set on 5 October 2022.


During the WFPD, the IFPHK and all FPSB’s affiliate organizations representing a global community of over 203,000 CFP® professionals will provide programs to promote consumer awareness and understanding of financial planning.


IOSCO’s World Investor Week is a week-long global campaign designed to raise awareness about the importance of investor education and protection, and to highlight the investor education and protection initiatives of securities regulators around the world. As part of its global campaign, IOSCO has invited securities regulators from six continents, alone or in partnership with local and international nonprofit groups, to provide programs and events to promote the importance and value of investor education and protection.


For more information about the WFPD around the world, please visit:


For more information about the World Investor Week in Hong Kong, please visit:

IFPHK Consumer Webinar -

Legacy Planning for Business, Families and Individuals

Leading up to the World Financial Planning Day, the IFPHK hosted a live panel event with an aim to providing Hong Kong consumers with practical tips on legacy planning. The live panel event themed “Legacy Planning for Business, Families and Individuals” was taken place on 5 October, 2022.


The webinar was hosted by Dr. Keith Yu, CFP®, Mr. Gifford Chan, CFP® and Mr. Kennedy Ho, CFP®. At the event, speakers imparted their insights and experience on legacy planning, business succession and  global asset management .


The event was open to all consumers, financial planning practitioners/ students in Hong Kong, at free-of-charge.


For details about the webinar, please click here.

The webinar had successfully concluded. For video archive, please visit here.

Dr. Keith Yu

Gifford Chen

Kennedy Ho

Promotional Video / FPSB Chief Executives Video

Each year, the global financial planning profession comes together for WFPD to help raise awareness of the value of financial planning. This year, FPSB has produced two videos, namely WFPD Promotional Video”  and  “FPSB Chief Executives Video” which features chief executives from across the FPSB Networking, to promote WFPD.

“WFPD Promotion Video” and “FPSB Chief Executive Video” have been uploaded to YouTube.  Please click the above links for video viewing.

Fireside Chat

WIW / WFPD conversation with FPSB CEO Noel Maye and IOSCO Secretary General Martin Moloney - broadcasted on 5 October 2022.

Video archive link:

FPSB Press Release on World Financial Planning Day 2022

For more details, please visit here. (English version only)


Institute of Financial Planners of Hong Kong

Address: 13/F, Causeway Bay Plaza 2,

463 - 483 Lockhart Road, Causeway Bay, Hong Kong

Tel: (852) 2982 7888              Fax: (852) 2982 7777