Becoming a CFP Certificant
It is compulsory under the new structure for all individuals to register with the IFPHK as a Candidate before you are eligible to proceed with your CFP Certification. One must process valid Candidacy before he/she can enroll to an education program or register for an examination. As an IFPHK Candidate, you will from time to time receive useful study tools such as sample questions, exercises, study guides, education and examination schedules and much more.
Pre-requisites
- Be an IFPHK Candidate; AND
- Possess any one of the following academic or professional qualifications:
- Bachelor's degree or above from accredited education institutions; or
- Academic Qualification or Industry / Professional Qualification ("Pathway to CFP Certification").
Non degree holders may fulfill the pre-requisite by first obtaining Academic or Industry / Professional Qualifications ("Pathway to CFP Certification"). Qualifications offered by the IFPHK include QRA Holder and AFP Certification. AFP Certification involves a 120-hour education program, a 3-hour examination, a 1-year experience and ethics requirements.
Certification Requirements
As the certification body awarding the CFP Certification in Hong Kong and Macau, the IFPHK requires all CFP certificants to satisfy the rigorous certification requirements, including Education, Examination, Experience and Ethics. These are the "4E" standards and they indicate that financial planners are committed to providing competent and ethical financial planning services to clients. The "4E" standards assure the public that they will receive objective financial planning advice from CFP certificants who will help them meet their life goals.
After meeting the "4E" requirements for CFP certification, Candidates are eligible to apply for CFP Certification with the IFPHK. Once application has been approved Candidates will officially become CFP certificants, and will be granted the right to use the CFP trademarks including CFP®, CERTIFIED FINANCIAL PLANNER®,
, 
, in accordance with the guidelines established by the IFPHK. CFP certificants' names will be added to the IFPHK’s database of Financial Planner Verification for the public to verify their professional status.
The "4E" Requirements
As the certification body awarding the CFP Certification in Hong Kong and Macau, the IFPHK requires all CFP certificants to satisfy the rigorous certification requirements, including Education, Examination, Experience and Ethics. These are the "4E" standards and they indicate that financial planners are committed to providing competent and ethical financial planning services to clients. The "4E" standards assure the public that they will receive objective financial planning advice from CFP certificants who will help them meet their life goals.
