About the Conference

The Institute of Financial Planners of Hong Kong (IFPHK) is proud to present the IFPHK Financial Planning Conference 2022 (the “Conference”) on 19 December 2022 (Monday) at the Hong Kong Convention and Exhibition Centre. This flagship event will bring together about 400 leading experts, regulators, government officials, CFP® professionals and best minds across multi sectors of the financial services industry.


Themed ‘The Road Ahead: Transform and Sustain’, the Conference this year will cover a number of topics encompassing the future of financial plan

ning, such as financial regulatory updates, retirement planning and housing costs of seniors, ESG and new financial markets, etc.

Topic Highlights

  • Key regulatory updates from government and regulatory official
  • The Landscape and Client Servicing of the HNW Industry in Singapore
  • Forum I: Sustainable and Green Investing for the Year Ahead
  • Insiders’ Insights – sharing from a fund manager and an ETF expert
  • Forum II: Tapping into New Financial Markets with Strong ESG Proposition
  • Challenges and Opportunities – from the perspectives of an environmental organization, a climate-change Fintech company and a global insurance provider
  • Forum III: IFPHK HK Retirement Index: Interpreting Housing Cost of Elderly
  • Deep-dive in IFPHK Hong Kong Retirement Expense Index
  • Learning with Experts – a medical practitioners and a designer to offer affordable senior housing solutions
  • Forum IV: Seizing the Opportunity: Wealth Planning Enters New Era
  • Decoding Common Prosperity Policy of Mainland China
  • Best practice for financial planners in tax planning, trusts, wealth transfer and asset management

19 December 2022  (Monday)

9:45am – 5:15pm

Meeting Room N101, Hong Kong Convention and Exhibition Centre


(Unless specified)



Participants who have completed the whole conference will be awarded with:

  • 5.5 IFPHK CE Hours (including 1 compliance and/or ethics hour)
  • 5.5 SFC CPT Hours
  • 5.5 MPFA Non-core CPD Hours
  • *2 IA CPD Hours

*Subject to final approval

Super Early Bird Discount

[ Valid until 25 November ]

[ Limited to 200 seats ]


HK$780 (Member) /

HK$1,280 (Non-Member)

Early Bird Discount

[ Valid from 26 November to 4 December ]



HK$1,080 (Member) /

HK$1,780 (Non-Member)

Regular Fee

[ Valid from 5 to 13 December ]

[ Application Deadline: 14 December ]


HK$1,380 (Member) /

HK$2,080 (Non-Member)



19 DECEMber 2022

The programme is subject to change without prior notice

Mr. Chris Tse, CFP®


Institute of Financial Planners of Hong Kong


Mr. Joseph Chan, JP

Under Secretary for Financial Services and the Treasury

The Government of the HKSAR


Mr. Ray Lee, CFP®

Board Member

Institute of Financial Planners of Hong Kong


Dr. Li Shun Cheong

Consultant, Pro Health Polyclinic

Clinical Tutor, Faculty of Medicine,

The Chinese University of Hong Kong


Mr. Lawrence Lui


Longevity Design House


Mr. Simon Ng

Managing Director of CrediTrust Fiduciary Group

Senior Partner of Consortium Family Office Limited


Mr. Paul Pong, CFP®

Vice Chairman (Development)

Institute of Financial Planners of Hong Kong


Ms. Kimmis Pun, CFP®

Managing Director of Family Office

Shenning Investments Pte Ltd


Dr. Keith Yu, CFP®

Board Member

Institute of Financial Planners of Hong Kong


Ms. Cynthia Hui

Acting Chief Operating Officer / Executive Director (Members)

Mandatory Provident Fund Schemes Authority


Dr. David Pun, CTA, CFP®

Principal Consultant

Acuvisions Corporate Strategy Ltd


Mr. Anthony Cheung

Vice Chairperson & Convenor of Green Finance

Friends of the Earth (HK)


Mr. Victor Cheung

Director and ETF Investment Strategist

Global X ETFs


Ms. Crystal Chan

Head of Investment Specialist

Principal Hong Kong


Mr. Arnold Hui

Head of Policy Research

and Carbon Market Governance



Mr. Kennedy Ho, CFP®

Vice President

IPG Howden



Keynote Speakers


  • Afternoon Session

  • Morning Session

Sponsors and Supporters

Supporting Organizations:

Sponsoring Organization:

To learn more about sponsorship details, please click HERE.


 To sponsor, please contact:


Ms. Agnes Lee

Senior Manager, Marketing and Member Services Department


Tel: (852) 2982 7875      Email: agneslee@ifphk.org

Registration and Enquiries

Conference Registration

To register online, please click HERE.

(Registration is closed.)


To download registration form, please click HERE.

(Registration is closed.)



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

Email: marketing@ifphk.org