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  • About IFPHK
    Vision & MissionsLeading organization to promote importance of financial planning...BackgroundIFPHK's development and important milestonesGoverning StructureIFPHK is governed by Board of Directors and 5 committeesAI & Fintech and ESG StatementIFPHK's ESG Statement - Reinforcing Commitment to SustainabilityJob VacanciesIFPHK's openingsContact IFPHKFeel free to contact us at all time
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  • 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.....
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    Types of MembershipMembership 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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    Continuing Education Program CalendarPlan your training and pick topics to fit your scheduleCorporate TrainingIFPHK offers tailored training services to companiesTrainers RecruitmentJoin IFPHK in upholding the industry's standardEnroll NowCourse Enrollment FormVenue RentalIFPHK offer venue rentalGeneral NotesGeneral Notes
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Certifications and Programs

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CFP®、CERTIFIED FINANCIAL PLANNER®、CFP marks、CFP logo、AFP®、ASSOCIATE FINANCIAL PLANNER®、AFP logo and AFP word mark 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”, “QRA word mark” 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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