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About IFPHK
Vision & MissionsLeading organization to promote importance of financial planning...BackgroundIFPHK's development and important milestones Governing StructureIFPHK is governed by Board of Directors and 5 committees AI & Fintech and ESG StatementIFPHK's ESG Statement - Reinforcing Commitment to Sustainability Job VacanciesIFPHK's openings Contact IFPHKFeel free to contact us at all time
Certifications and Designation
CFP CertificationCFP Certification is the world's oldest and most-recognized advanced certification for financial planners.....AFP CertificationAFP professionals are attuned to the environment of the Hong Kong domestic market and the unique needs of consumers.....QRA DesignationQRA 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 MembershipFAIQ is an internationally-recognized certificate to be jointly awarded on successful completion by the UK-based CII and IFPHK.....
Membership
Types of MembershipMembership of IFPHK is available to anyone interested in their own professional development or the development of Financial Planning as a profession
- Types of Membership
Professional Development
Continuing Education Program CalendarPlan your training and pick topics to fit your schedule Corporate TrainingIFPHK offers tailored training services to companies Trainers RecruitmentJoin IFPHK in upholding the industry's standard Enroll NowCourse Enrollment Form Venue RentalIFPHK offer venue rental General NotesGeneral Notes
Retirement Index
Consumer Corner
Basic Knowledge of Financial PlanningTo know more about Financial Planning ComplaintSubmit your complaints to us
- Basic Knowledge of Financial Planning
- Complaint
Events & Media
All EventsA glimpse of IFPHK's Events Press ReleasesUp-to-date press release Signature EventsIFPHK annual signature events
Resources
Download AreaUseful forms for our members/ non-members IFPHK ShopPlace orders for IFPHK sample examination questions, textbooks, premiums, pins Publication & ReportsUseful reports for our members/ non-members

Home > Events & Media > Signature Events

All Events Press Releases Signature Events

Signature Events

2026

IFPHK Financial Planning Conference 2026(coming soon)

2025

IFPHK 25th Anniversary
World Financial Planning Day 2025
Accredited Professional Financial Planning Firm 2025
IFPHK Financial Education and ESG Leadership Awards 2025
IFPHK Financial Planning Conference 2025
IFPHK Hong Kong Retirement Expense Index

CFP^®、CERTIFIED FINANCIAL PLANNER^®、

、

、AFP^®、ASSOCIATE FINANCIAL PLANNER^®、 AFP logo

and

are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks and AFP marks in Hong Kong and Macau, through agreement with FPSB.

“QRA^®”, “QUALIFIED RETIREMENT ADVISER”, “ QRA logo

”, “

” and “核准退休顧問” are marks owned by the Institute of Financial Planners of Hong Kong. All Rights Reserved.

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