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Home
Site Map
Contact Us
中文
About IFPHK
Vision & Missions
Leading organization to promote importance of financial planning...
Background
IFPHK's development and important milestones
Governing Structure
IFPHK is governed by Board of Directors and 5 committees
AI & Fintech and ESG Statement
IFPHK's ESG Statement - Reinforcing Commitment to Sustainability
Job Vacancies
IFPHK's openings
Contact IFPHK
Feel free to contact us at all time
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Vision & Missions
Background
Governing Structure
AI & Fintech and ESG Statement
Job Vacancies
Contact IFPHK
Certifications and Designation
CFP Certification
CFP Certification is the world's oldest and most-recognized advanced certification for financial planners.....
AFP Certification
AFP professionals are attuned to the environment of the Hong Kong domestic market and the unique needs of consumers.....
QRA Designation
QRA Education Program and Examination is designed for individuals who have a keen interest in starting their career in the retirement adviser space in Hong Kong.
IFPHK / CII Joint Membership
FAIQ is an internationally-recognized certificate to be jointly awarded on successful completion by the UK-based CII and IFPHK.....
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CFP Certification
AFP Certification
QRA Designation
IFPHK / CII Joint Membership
Membership
Types of Membership
Membership of IFPHK is available to anyone interested in their own professional development or the development of Financial Planning as a profession
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Types of Membership
Professional Development
Continuing Education Program Calendar
Plan your training and pick topics to fit your schedule
Corporate Training
IFPHK offers tailored training services to companies
Trainers Recruitment
Join IFPHK in upholding the industry's standard
Enroll Now
Course Enrollment Form
Venue Rental
IFPHK offer venue rental
General Notes
General Notes
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Continuing Education Program Calendar
Corporate Training
Trainers Recruitment
Enroll Now
Venue Rental
General Notes
Retirement Index
Consumer Corner
Basic Knowledge of Financial Planning
To know more about Financial Planning
Complaint
Submit your complaints to us
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Basic Knowledge of Financial Planning
Complaint
Events & Media
All Events
A glimpse of IFPHK's Events
Press Releases
Up-to-date press release
Signature Events
IFPHK annual signature events
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All Events
Press Releases
Signature Events
Resources
Download Area
Useful forms for our members/ non-members
IFPHK Shop
Place orders for IFPHK sample examination questions, textbooks, premiums, pins
Publication & Reports
Useful reports for our members/ non-members
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Download Area
IFPHK Shop
Publication & Reports
IFPHK Financial Education and ESG Leadership Awards 2026
Application Form - Individual
Awards Entry
Part 1 – Personal Particulars
Part 2 – Personal Statement
Part 3 – Nomination from the Awardee Organization
Part 4 – Declaration
Awards Entry
Individual Financial Education and ESG Leadership
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Part 1 – Personal Particulars
Title
Dr.
Mr.
Ms.
Mrs.
English Name
Name to be shown on trophy / certificate and marketing collaterals
Contact Number (Mobile)
Contact Number (Office)
Email (Confirmation and announcement will be sent to this email)
Name of Awardee Organization
Position Held in Awardee Organization
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Part 2 – Personal Statement
Personal Statement of ESG Leadership Journey and Achievements
Please provide a personal statement of maximum 1,000 words together with supporting documents, such as program reports, impact metrics, testimonials and media coverage.
Personal Statement (In less than 20MB)
Supporting Document (In less than 20MB)
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Part 3 – Nomination from the Awardee Organization
Candidates must be nominated by the awardee organization.
Please fill out the personal particulars of the nominator.
Nominator Title
Dr.
Mr.
Ms.
Mrs.
Nominator English Name
Nominator Email (Confirmation and announcement will be sent to this email)
Name of Awardee Organization
Position Held in Awardee Organization
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Part 4 – Declaration
I hereby agree and declare that:
All information provided in this form is true and accurate. I understand the IFPHK has the right to nullify any award made to me due to provision of any false, misleading information or failure to supply the documentation for verification. Any fees paid will not be refunded.
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All decisions made by the IFPHK regarding the eligibility of my application are final.
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