| 2026 |
| 07/07/2026 |
「全港青年理財精英挑戰2026頒獎禮暨立法會議政體驗日」圓滿舉行 (Chinese version only) |
| 29/06/2026 |
「IFPHK澳門財務策劃論壇2026」 圓滿落幕 (Chinese version only) |
| 22/04/2026 |
AI & FinTech Day 2026 Concludes Successfully |
| 26/03/2026 |
IFPHK Achieves Major Breakthrough in Advancing Retirement Planning Profession |
| 25/03/2026 |
Global CFP Professional Community Reaches Over 236,000 |
| 24/03/2026 |
IFPHK and MPFA Co-organise eMPF Platform Briefing |
| 18/03/2026 |
Institute of Financial Planners of Hong Kong and WPSB Sign MOU |
| 02/03/2026 |
香港財務策劃師學會深耕澳門人才發展 (Chinese version only) |
| 26/02/2026 |
Institute of Financial Planners of Hong Kong Lunar New Year Gathering |
| 10/02/2026 |
IFPHK Expands Regional Partnerships to Singapore and Macau |
| 10/02/2026 |
Dec 2025 CFP® Certification Examinations Results Release |
| 31/01/2026 |
IFPHK Commendation Award Ceremony for 20-year CFP® Certificants |
| 07/01/2026 |
2026年香港經濟新格局及中小企營商高峰論壇 (Chinese version only) |
| 2025 |
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| 05/12/2025 |
IFPHK x IFTA’s “AI and FinTech Solutions for Financial Planning Day" Concluded Successfully |
| 25/11/2025 |
IFPHK Financial Education and ESG Leadership Awards Cum Accredited Professional Financial Planning Firm 2025 |
| 08/10/2025 |
IFPHK Fully Supports “World Financial Planning Day” |
| 10/09/2025 |
IFPHK Financial Planning Conference 2025 Concluded Successfully |
| 26/08/2025 |
IFPHK 25th Anniversary Cocktail Reception and Honorary Membership Ceremony |
| 18/08/2025 |
IFPHK Fully Committed to Advancing CFP Certification in Hong Kong and Macau |
| 24/07/2025 |
June 2025 CFP® Certification Examinations Results Release |
| 02/07/2025 |
Institute of Financial Planners of Hong Kong and The Education University of Hong Kong Sign Memorandum of Understanding |
| 26/06/2025 |
IFPHK and CPA Australia Forge Strategic Development |
| 29/05/2025 |
香港財務策劃師學會與澳門科技大學博雅學院簽署戰略合作備忘錄 (Chinese version only) |
| 13/05/2025 |
透視取消強積金「對沖」安排及「積金易」平台功能講座 (Chinese version only) |
| 14/04/2025 |
2025 港澳教育及專業機構交流會 (Chinese version only) |
| 21/03/2025 |
IFPHK Appoints Dr. Paris Yeung as New Chief Executive Officer |
| 13/02/2025 |
Global Growth of CFP Professionals Surpasses 230,000, Reflects Rising Demand for Financial Planning |
| 21/01/2025 |
December 2024 CFP® Certification Examinations Results Release |
| 2024 |
| 02/12/2024 |
IFPHK Financial Education and ESG Leadership Awards Cum Accredited Professional Financial Planning Firm 2024 |
| 09/10/2024 |
IFPHK Releases “How Men and Women Differ in Finances” Survey Findings |
| 05/08/2024 |
香港財務策劃師學會 香港金融管理學院 領航財富管理教育培訓中心 聯署諒解備忘錄 (Chinese version only) |
| 26/07/2024 |
June 2024 CFP® Certification Examinations Results Release |
| 30/05/2024 |
IFPHK Approves UOWCHK as Education Provider |
| 18/04/2024 |
IFPHK Hong Kong Retirement Expense Index |
| 25/03/2024 |
IFPHK and FPSB China Sign Cross-Border Collaborative Agreement |
| 01/02/2024 |
香港財務策劃師學會支持第23條立法 維護國家安全 (Chinese version only) |
| 2023 |
| 01/12/2023 |
IFPHK Financial Education and ESG Leadership Awards Cum Accredited Professional Financial Planning Firm 2023 |
| 04/10/2023 |
"The FPSB Value of Financial Planning Research 2023" Findings Released |
| 01/08/2023 |
IFPHK Releases First Ever ESG Statement |
| 27/07/2023 |
June 2023 CFP® Certification Examinations Results Release |
| 06/06/2023 |
IFPHK Hong Kong Retirement Expense Index |
| 14/02/2023 |
CERTIFIED FINANCIAL PLANNER Professionals Worldwide Surpasses 213,000 |
| 18/01/2023 |
December 2022 CFP® Certification Examinations Results Release |
| 2022 |
| 06/12/2022 |
IFPHK Financial Education and ESG Leadership Awards Cum Accredited Professional Financial Planning Firm 2022 |
| 21/09/2022 |
IFPHK and Estate Planning Practitioners (Hong Kong) Limited Signed MOU to Cultivate Estate Planning Talents in the Territory |
| 27/07/2022 |
June 2022 CFP® Certification Examinations Results Release |
| 12/07/2022 |
IFPHK Financial Education and ESG Leadership Awards 2022 |
| 06/06/2022 |
IFPHK Hong Kong Retirement Expense Index |
| 28/02/2022 |
Number of CERTIFIED FINANCIAL PLANNER® Professionals Worldwide Tops 203,000 |
| 20/01/2022 |
December 2021 CFP® Certification Examinations Results Release |
| 2021 |
| 14/12/2021 |
IFPHK Financial Education Leadership Awards 2021 Winners Announced |
| 21/10/2021 |
September 2021 CFP® Certification Examinations Results Release |
| 26/07/2021 |
June 2021 CFP® Certification Examinations Results Release |
| 06/07/2021 |
IFPHK Financial Education Leadership Awards 2021 |
| 20/04/2021 |
March 2021 CFP® Certification Examinations Results Release |
| 13/04/2021 |
IFPHK Hong Kong Retirees’ Actual Expenses Survey |
| 19/01/2021 |
December 2020 CFP® Certification Examinations Results Release |
| 2020 |
| 20/10/2020 |
September 2020 CFP™ Certification Examinations Results Release |
| 07/10/2020 |
World Financial Planning Day 2020 |
| 30/07/2020 |
June 2020 CFP™ Certification Examinations Results Release |
| 03/06/2020 |
IFPHK “Qualified Retirement Adviser (QRA)” Education Program |
| 03/02/2020 |
December 2019 CFP™ Certification Examinations Results Release |
