About the Conference
The Institute of Financial Planners of Hong Kong (IFPHK) is proud to present the IFPHK Financial Planning Conference 2024 (the “Conference”) on 28 August 2024 (Wednesday) at the Hong Kong Convention and Exhibition Centre. This flagship event will bring together about 300 leading experts, regulators, government officials, CFP® professionals and best minds across multi sectors of the financial services industry.

Themed ‘Financial Planning: Creating a Sustainable Future’, the Conference this year will cover a number of topics encompassing the future of financial planning, such as financial regulatory updates, trend of seeking medical treatment in Greater Bay Area (GBA) and its Insurance Coverage, living and retiring in GBA, global investment strategies, etc. 

Topic Highlights
  • Regulatory updates
  • Seeking medical treatment in GBA and its insurance planning
  • Living and retiring in GBA
  • MPF Re-imagine
28 August 2024 (Wednesday)
9:30am – 5pm
Meeting Room N201, Hong Kong Convention and Exhibition Centre
(Unless specified)
Participants who have completed the whole conference will be awarded with:
  • 2024 Designated CE course for QRA holders (3 hours)
  • 5 IFPHK CE Hours (including 1 compliance and/or ethics hour)
  • 5 SFC CPT Hours
  • 5 MPFA Non-core CPD Hours
Super Early Bird Discount
[ Valid from 17 June to 31 July ]
[ Limited to 200 seats ]
HK$ 820 (Member)
HK$ 1,320 (Non-Member)
Early Bird Discount
[ Valid from 1 August to 12 August ]
HK$1,120 (Member)
HK$1,820 (Non-Member)
Regular Fee
[ Valid from 13 August to 22 August ]
[ Application Deadline: 22 August ]
HK$ 1,420 (Member)
HK$ 2,120 (Non-Member)
FPLearing Pass

IFPHK is offering an exclusive offer for Conference participants to subscribe to the FPLearning Pass for an additional HKD288 (original price: HKD1,088).

More Information


Coming Soon!


Mr. Chris Tse, CFP®
Institute of Financial Planners of Hong Kong
Keynote Speakers
Mr. Joseph Chan, JP
Under Secretary for Financial Services and the Treasury
The Government of the HKSAR
Mr. Paul Yu
Director (Policy and Regulation)
Mandatory Provident Fund Schemes Authority
Mr. Francis Chung
MPF Ratings Ltd
Mr. Paul Gordon
Head of Financial Wellbeing
Aon - Wealth Solutions, APAC
Mr. Ray Lee, CFP®
Former Chairman
Institute of Financial Planners of Hong Kong
Mr. SaiDorSi
Hong Kong YouTuber and Travel Book Author
Mr. Nathan Wong
Partner and Solicitor Advocate
Dr. Keith Yu, CFP®
Board Member
Institute of Financial Planners of Hong Kong
Prof. Zhou Hongwei
Dean of Shenzhen Hospital of Southern Medical University
Director of the Department of Laboratory Medicine of Zhujiang Hospital at Southern Medical University

Sponsors and Supporters

Supporting Organizations:
Sponsoring Organizations:

To learn more about sponsorship details, please click HERE.

To sponsor, please contact:
Ms. Agnes Lee
Senior Manager, Marketing and Member Services Department

Tel: (852) 2982 7875      Email: agneslee@ifphk.org

Previous Conference


Registration and Enquiries

Conference Registration

To register online, please click HERE.

To download registration form, please click HERE.


Institute of Financial Planners of Hong Kong
Address: 13/F, Causeway Bay Plaza 2,
463 - 483 Lockhart Road, Causeway Bay, Hong Kong
Tel: (852) 2982 7888
Fax: (852) 2982 7777
Email: marketing@ifphk.org