Education

To earn CFP Certification, Candidates must successfully complete the CFP Certification Education Program. Candidates will be trained with skills in financial management, financial planning principles, investments, insurance, asset management, risk management, retirement, tax planning and estate planning.

CFP Certification Education Program consists of FOUR courses, each of 40-hour duration:

Class Schedule of the CFP Certification Education Program

Exemption from the CFP Certification Education Program

Candidates may qualify for exemption from some or all of the courses of the required educational courses if they meet one of the following requirements:

1. Pathway to CFP Certification
  - Master's Degree Holders in Business/Economics or holders of a certain industry / professional credential (List) may qualify for exemption from the CFP Certification Education Program (Course 1 to 3)
  - Doctoral Degree in Business/Economics or a certain industry / professional credential (List) may qualify for exemption from the CFP Certification Education Program (Course 1 to 4).
  The Master's Degree program must substantially cover topics of the CFP Certification Education Program (Course 1 to 3). Please refer to the List for qualifications eligible for the exemption.
2. Transcript Review:
  - Candidates who have taken comparable degree-level courses from accredited education institutions may apply for transcript review to waive some or all of the required educational courses of the CFP Certification Education Program (Course 1 to 3).
  - Exemption through transcript review is NOT available for CFP Certification Education Program (Course 4)

Validity of CFP Certification Education Records

There is no expiry date of education records, thus allowing Candidates with flexibility to schedule their education program according to their own needs.

Approved Education Providers

Currently, the education programs are provided by the IFPHK’s Approved Education Providers. These Approved Education Providers comply with a rigorous approval process to ensure quality and standardization. The IFPHK also provides education providers with study materials and comprehensive guidelines. The Approved Education Providers are:

1. School of Professional and Continuing Education (SPACE), The University of Hong Kong
Tel: 2867 8468 Fax: 2861 2404

2. UOW College Hong Kong (UOWCHK)
Tel: 2707 3111 Fax: 2707 3222

3. School of Liberal Arts (SLA), Macau University of Science and Technology (MUST)
Tel: (853) 8796 1998 Fax: (853) 2875 0019

4. Macau Institute of Management (MIM)
Tel: (853) 2832 3233 Fax: (853) 2832 3267

5. Institute of Executive and Professional Development (IEPD)
Tel: (853) 2856 1252　Fax: (853) 2851 9058