Types of Membership

Membership Structure

The Institute is multi-disciplinary in its membership and draws members from the related disciplines of banking, insurance, investment, funds, stockbroking, accounting and legal services. Membership is also available to individuals who are interested in their own professional development or in the development of financial planning as a profession.

Category Membership Classifications
INDIVIDUAL
  • Ordinary Member
    • CFP Certificants
  • Associate Member
    • AFP Certificants
    • QRA Holders
    • IFPHK / CII Joint Members
  • Student Member
    • Candidates
  • Honorary Member
CORPORATE
  • Founding Member
  • Corporate Member
Membership of the Institute is governed by the Memorandum and Articles of Association of IFPHK.