Lucky draw winners for the book "Spenditude: A Life-changing Attitude to Money" (written by Mr. Paul Gordon & Ms. Janine Robertson):

1. Ms. Chau Sum Yu
2. Mr. Sydney Siu
Repositioning Wealth:
Cross-Border Planning and
Retirement Sustainability

Overview

About the Conference
The Institute of Financial Planners of Hong Kong (IFPHK) proudly presents the IFPHK Financial Planning Conference 2026 (the “Conference”), to be held on 3 September 2026 (Thursday) at the Hong Kong Convention and Exhibition Centre. 
‍
As IFPHK’s flagship annual event, the Conference will bring together approximately 300 financial leaders, regulators, government officials, CFP® professionals and industry experts to exchange insights on the evolving financial landscape.
‍
Under the theme of “Repositioning Wealth: Cross-Border Planning and Retirement Sustainability”, this year’s Conference will explore how professionals can reposition strategies to manage uncertainty, preserve wealth, and ensure long-term sustainability.

Topic Highlights
  • Latest Regulatory and Policy Updates on the Financial Services Industry and MPF System
  • Portfolio Management Strategies After the High-Interest-Rate Cycle
  • The Evolving FinTech Landscape in Financial Planning
  • Practical Approaches to Wealth Succession in the Greater Bay Area
  • Longevity Risk and Medical Inflation: Planning for Sustainable Retirement
3 September 2026 (Thursday)
9:15am – 5:15pm
Meeting Room N201,
Hong Kong Convention and Exhibition Centre
Cantonese
(Unless specified)
Participants who have completed the whole conference will be awarded with:
  • 5 IFPHK CE Hours (including 1 compliance and/or ethics hour)
  • 5 SFC CPT Hours
  • 2 IA CPD Hours* 
  • 5 MPFA Non-core CPD Hours
  • 2026 Designated CE course for QRA holders (3 hours)
* Subject to final approval
Super Early Bird Discount
[ Valid from 6 July to 2 August ]
[ Limited to 200 seats ]
HK$ 880 (Member)
HK$ 1,380 (Non-Member)
Early Bird Discount
[ Valid from 3 August to 20 August ]
HK$1,180 (Member)
HK$1,880 (Non-Member)
Regular Fee
[ Valid from 21 August to 28 August ]
[ Application Deadline: 28 August]
HK$ 1,480 (Member)
HK$ 2,180 (Non-Member)
FPLearing Pass

IFPHK is offering an exclusive offer for Conference participants to subscribe to the FPLearning Pass for an additional HKD288 (original price: HKD1,088).

More Information
Registration Now

Programme

Agenda

Speakers

Keynote Speakers
Mr. Joseph H. L. Chan, JP
Under Secretary for Financial Services and the Treasury
The Government of Hong Kong SAR
Ms. Ginni Wong
Director (Supervision)
Mandatory Provident Fund Schemes Authority
Speakers
Mr. Alvin Chan, CFP®
Board Member, Institute of Financial Planners of Hong Kong
Director and Head of Product Development and Retail Research, Everbright Securities International
Mr. Edwin Cheung, CFP®
Chairman
Institute of Financial Planners of Hong Kong
Mr. Steve Chiu, CFP®
Former Chairman
Institute of Financial Planners of Hong Kong
Dr. Kathy Chow
Head of Clinical Operations (APAC)
Bupa Global
Mr. Cliff Ip, FCPA (Aust.)
Partner
Wings Capital
Dr. Amen Lee
President
Legacy Academy
Ms. Orchis Li
Former Chief Executive Officer, HealthMutual Group (HMG)
Council Member, The Actuarial Society of Hong Kong
Mr. Paul Pong, CFP®
Former Chairman and Current Board Member
Institute of Financial Planners of Hong Kong
Dr. Paris Yeung
Chief Executive Officer
Institute of Financial Planners of Hong Kong
Ms. Victoria Yow
General Manager
Pacific Prime Hong Kong 

Sponsors and Supporters

Supporting Organizations:
Sponsoring Organizations:

To learn more about sponsorship details, please click HERE.

To sponsor, please contact:
‍
Ms. Agnes Lee
Head of Corporate Communications & Marketing
‍
Tel: (852) 2982 7875      Email: agneslee@ifphk.org

Previous Conference

2025
2024
2023
2022
2021
2019
2018
2017
2016
2015
2014
2013
2012
2011

Registration and Enquiries

Conference Registration

To register online, please click HERE.

To download registration form, please click HERE.

Enquiries

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