Education

Candidates are required to complete a 120-hour AFP Certification Education Program with an Approved Education Provider in order to be eligible for the CFP Certification Examination (Foundation Level).

 The integrated education program includes the subjects of:

• Financial Management
• Financial Planning Principles
• Introduction to Investment
• Fundamental Insurance and Retirement

Class Schedule of the AFP Certification Education Program

Exemption from the AFP Certification Education Program

Candidates may qualify for exemption from the AFP Certification Education Program if they meet one of the following requirements:

Bachelor's Degree in any discipline or certain professional credentials. Please refer to the List of recognized qualifications for CFP certification for qualifications eligible for the exemption.

1. Transcript Review: Candidates who have taken comparable Sub-Degree courses in an accredited education institution may apply for transcript review to waive the education requirement for AFP Certification.

Validity of AFP Certification Education Records

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

Approved Education Providers

Currently, the education program is 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

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

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

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

5.     Institute of Executive and Professional Development (IEPD), Macao University of Tourism 
        Tel: (853) 2856 1252

6.     YMCA College of Careers (COC)
        Tel: (852) 2783 3500