香港財務策劃師學會
The Institute of Financial Planners of Hong Kong
The Honourable Paul CHAN Mo-po, GBM, GBS, MH, JP
Financial Secretary of the Government of the Hong Kong Special Administrative Region
My warmest congratulations to IFPHK on its 25th anniversary. Over the years, IFPHK has been a valued and trusted partner in strengthening Hong Kong’s status as a leading international financial centre, particularly through its dedication to advancing the financial planning profession.
I wish IFPHK continued success in the years ahead, as it furthers its role in connecting stakeholders across the financial planning industry, while upholding the highest professional standards in the sector.
Mr Joseph H. L. Chan, JP
Under Secretary for Financial Services and the Treasury
The Government of Hong Kong SAR
I would like to congratulate the Institute of Financial Planners of Hong Kong (“IFPHK”) on its 25th anniversary. This is a significant milestone along the journey that witnessed our emergence as an international financial centre, our resilience in coping with uncertainties and our solidarity in confronting adversities. The quality training offered by IFPHK played a meaningful part in improving financial literacy among the general public and in enriching the knowledge of industry practitioners throughout their professional career.
Mr Clement Cheung Wan-ching, GBS, JP
Chief Executive Officer
Insurance Authority
Over the past two and a half decades, IFPHK has played a pivotal role in promoting professional development and fostering collaboration within the financial planning industry. IFPHK’s dedication in driving excellence has a profound and lasting impact on the financial planning sector.
On behalf of MPFA, I wish IFPHK continued success in the years ahead.
Mr Cheng Yan Chee
Managing Director
Mandatory Provident Fund Schemes Authority (MPFA)
On behalf of the Financial Services Development Council, congratulations to the Institute of Financial Planners of Hong Kong on your remarkable 25th Anniversary!
For a quarter century, the IFPHK has been instrumental in elevating financial planning standards, nurturing professionals, and enhancing public understanding of financial planning in Hong Kong.
We commend your significant contribution to the development of Hong Kong as a premier asset and wealth management hub.
Wishing you continued success and excellence in the years to come!
Dr Au King-lun, MH, JP, FHKSI (Hon), PhD
Executive Director
Financial Services Development Council
On behalf of HKMC Annuity, I congratulate IFPHK on its Silver Jubilee, a distinguished milestone that underscores its commitment to elevating professional standards in financial planning.
IFPHK has been instrumental in strengthening Hong Kong’s status as a leading financial centre. Moreover, initiatives like the IFPHK Hong Kong Retirement Expense Index have raised public awareness in retirement financial planning.
Once again, congratulations on this remarkable achievement. Wishing IFPHK continued success in advancing financial planning excellence.
Mr Kelvin Lee
Chief Operating Officer
HKMC Annuity Limited
On behalf of the Investor and Financial Education Council, congratulations to the Institute of Financial Planners of Hong Kong on its 25th Anniversary.
For a quarter-century, the IFPHK has been instrumental in elevating professional standards, nurturing dedicated financial planners, and fostering trust within the Hong Kong community.
Wishing you continued success, and we look forward to continuing our collaboration to further advance investor and financial education.
Ms Dora Li
General Manager
Investor and Financial Education Council
Congratulations to the Institute of Financial Planners of Hong Kong on your 25th Anniversary! Your dedication to excellence and professionalism in financial planning has been instrumental in shaping Hong Kong's financial landscape. We look forward to deepening our collaboration to drive innovation and development together.
Ms Alpha Lau
Director-General of Investment Promotion
InvestHK
Congratulations to the Institute of Financial Planners of Hong Kong on 25 years of driving excellence in financial planning through CFP certification.
With over 3,600 CFP professionals in Hong Kong, IFPHK contributes to the strength of our global CFP professional community and our profession.
Thank you IFPHK for your efforts, vision and leadership. We look forward to our continued work together to advance the financial planning profession.
Mr Dante De Gori, CFP®
Chief Executive Officer
Financial Planning Standards Board Ltd.
On this important milestone, I extend my warmest congratulations to the Institute of Financial Planners of Hong Kong. Over the past 25 years, your dedication to advancing the profession and promoting the highest standards in financial planning has made a lasting impact.
Your efforts have not only elevated public understanding of the value of sound financial advice, but have also played a pivotal role in shaping a more professional, ethical, and trusted financial planning profession—contributing to Hong Kong's position as Asia's leading financial hub.
As you celebrate this silver jubilee, may you take great pride in your achievements and the number of CFP Professionals.
I look forward to continuing to collaborate with you as we strive for excellence in financial planning worldwide. Here's to the next chapter of success!
Warm regards,
Ms KIRSTY SCULLY CFP®
Chairperson of the FPSB Council
On behalf of CFP Board and your many friends in the United States, congratulations to IFPHK on 25 remarkable years of advancing financial planning.
Your leadership has uplifted the profession in Hong Kong and inspired progress across the global financial planning community.
This milestone is a testament to your vision, dedication and impact.
Mr Kevin R. Keller, CAE
CEO
CFP Board
Congratulations to the Institute of Financial Planners of Hong Kong on your 25th anniversary. For a quarter of a century, IFPHK has played a vital role in advancing professional standards, nurturing talent, and supporting a growing community of dedicated members.
Your commitment to excellence has strengthened the financial planning profession and made a lasting impact across the region.
Wishing you continued success for the next 25 years and beyond.
Ms Sarah Abood
CEO
Financial Advice Association Australia
On behalf of FPSB China, I extend our heartfelt congratulations to the Institute of Financial Planners of Hong Kong (IFPHK) on its 25th anniversary.
For 25 years, IFPHK has been a driving force in promoting financial planningprofessionalism in the region. Your dedication to certification, public education, and industry engagement has set a strong foundation for continued excellence.
We are honored to be your partner in the global financial planning community and applaud your achievements in fostering trust, competence, and high standards across the profession.
Wishing IFPHK continued success in the years to come.
Sincerely,
Ms Cathy ZHANG
Chairman and CEO
FPSB China
Heartfelt congratulations to the Institute of Financial Planners of Hong Kong on completing 25 impactful years.
Your consistent efforts to strengthen the financial planning profession and support the broader community have made a meaningful difference.
At FPSB India, we truly value our shared vision of empowering individuals through trusted financial advice and lifelong learning.
It’s been a pleasure to witness IFPHK’s journey over the years, and we deeply appreciate the spirit of partnership that connects our organizations.
Wishing the IFPHK team continued success as you shape the future of financial planning in Hong Kong and beyond.
Warm wishes,
Mr Krishan Mishra
CEO
FPSB India
On behalf of FPSB Italia, warm congratulations to the Institute of Financial Planners of Hong Kong on your 25th anniversary. Over the past 25 years, you have elevated professional standards, empowered consumers, and strengthened our profession. We deeply value our partnership and look forward to shaping an even brighter future together while championing the global value of the CFP® certification.
Mr Federico Melotti, CFP®
Secretary General
FPSB Italia
On behalf of JAFP, we extend our heartiest congratulations to the Institute of Financial Planners of Hong Kong on reaching the remarkable milestone of 25 years since its establishment.
We would like to express our deep respect for the significant contributions IFPHK has made to the advancement of the financial planning industry over the past quarter-century. IFPHK's excellent achievements and dedication to advancing financial planning professionals have been a great source of inspiration for us.
The warm relationship and support extended to us over the years are greatly appreciated and we look forward to promoting financial planning together and building a continued strong and positive relationship.
May IFPHK continue to grow and prosper in the future.
Respectfully yours,
Mr Toshiharu Shirane, CFP
Chair
Japan Association for Financial Planners
On behalf of Financial Planning Standards Board of Korea (FPSB Korea), I extend my heartiest congratulations to Institute of Financial Planners of Hong Kong (IFPHK) for completing 25 glorious years of success since joining FPSB Global Network.
Your leadership in promoting professionalism and integrity in financial planning has made a lasting impact across the region. We are proud to support your mission and look forward to continued collaboration in shaping a more secure financial future for all.
Congratulations from all of us for IFPHK's wonderful journey of 25 years of success and I hope the same for the future also. We hope IFPHK reaches to new heights in the coming days.
Sincerely yours,
Mr Eun-San Kim
CEO and Lawyer
Financial Planning Standards Board of Korea
IFPHK celebrating 25 year anniversary — a quarter-century of empowering professionals, building trust, and making a meaningful difference in people’s financial lives. The next 25 years will bring new challenges and opportunities — and I am confident that the IFPHK will continue to lead with purpose, adapt with agility, and inspire the next generation of planners.
To everyone who’s been part of this journey — Happy 25th Anniversary, IFPHK!
Sincerely,
Ms Alice Wong
General Manager
Financial Planning Association of Malaysia
Heartiest congratulations to the Institute of Financial Planners of Hong Kong (IFPHK) on your 25th anniversary!
This remarkable milestone is a testament to IFPHK’s unwavering commitment to elevating the standards of financial planning and advancing professional excellence across the region. Over the past 25 years, IFPHK has been instrumental in shaping the professional journeys of numerous financial planners, while also significantly advancing financial literacy and fostering public trust within the community.
As a fellow advocate for professional excellence in the financial planning industry, I’ve had the honour of observing IFPHK’s strong leadership, steadfast dedication, and collaborative spirit in regional initiatives. Your influence extends well beyond Hong Kong, inspiring organisations like ours to continuously elevate standards in our respective markets.
Wishing IFPHK continued success in the years to come, may your remarkable legacy of excellence and innovation continue to inspire future generations.
Mr Galen Woo, LLM
Chief Executive Officer
Financial Planning Association of Singapore (FPAS)
Congratulations to the Institute of Financial Planners of Hong Kong (IFPHK) on your 25th anniversary.
Your dedication to advancing professional financial planning is commendable. We celebrate your achievements and our shared mission of promoting excellence and integrity.
Best wishes for continued success in the future.
Yours sincerely,
Ms Lelané Bezuidenhout, CFP®
Chief Executive Officer
Financial Planning Institute of Southern Africa
