Lucky draw winners for the book "Spenditude: A Life-changing Attitude to Money" (written by Mr. Paul Gordon & Ms. Janine Robertson):

1. Ms. Chau Sum Yu
2. Mr. Sydney Siu
IFPHK
Financial Planning
Conference
2025
Connecting the World
for 25 Years,
Powering a Sustainable
Financial Planning
Future

Overview

About the Conference
The Institute of Financial Planners of Hong Kong (IFPHK) is proud to present the IFPHK Financial Planning Conference 2025 (the “Conference”) on 9 September 2025 (Tuesday) at the Hong Kong Convention and Exhibition Centre. This flagship event will bring together about 300 global and local leading experts, regulators, government officials, CFP® professionals and best minds across multi sectors of the financial services industry.
‍
Themed ‘Connecting the World for 25 Years, Powering a Sustainable Financial Planning Future’, the Conference this year will cover a number of topics encompassing the future of financial planning, such as financial regulatory updates, talent development forum, future of AI in financial planning, opportunities and challenges of stablecoins, planning for inheritance and retirement, etc.

Topic Highlights
  • Regulatory updates
  • Talent development in financial services
  • Future of AI in financial planning
  • Opportunities and challenges of stablecoins
  • Planning for inheritance and retirement
SPECIAL HIGHLIGHTS
  • IFPHK 25th Anniversary Celebration Ceremony
  • FPSB CPO Mr. Paul Grimes as keynote speaker
9 September 2025 (Tuesday)
9:15am – 5:15pm
Meeting Room N101,
Hong Kong Convention and Exhibition Centre
Cantonese
(Unless specified)
Participants who have completed the whole conference will be awarded with:
  • 5.5 IFPHK CE Hours (including 1 compliance and/or ethics hour)
  • 5.5 SFC CPT Hours
  • 5.5 MPFA Non-core CPD Hours
  • 2025 Designated CE course for QRA holders (3 hours)
  • 2 IA CPD Hours*
* Subject to final approval
Super Early Bird Discount
[ Valid from 7 July to 1 September ]
[ Limited to 200 seats ]
HK$ 880 (Member)
HK$ 1,380 (Non-Member)
Early Bird Discount
[ Valid from 2 to 4 September ]
HK$1,180 (Member)
HK$1,880 (Non-Member)
Regular Fee
[ Valid from 5 to 7 September ]
HK$ 1,480 (Member)
HK$ 2,180 (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
Registration Now

Programme

Morning Session
Afternoon Session
Agenda

Speakers

IFPHK Chairman
Mr. Edwin Cheung, CFP®
Chairman
Institute of Financial Planners of Hong Kong
FPSB CPO
Mr. Paul Grimes,  CFP®
Chief Professionalism Officer
Financial Planning Standards Board Ltd. (FPSB)
Keynote Speakers
Mr. Joseph H. L. Chan, JP
Under Secretary for Financial Services and the Treasury
The Government of Hong Kong SAR
Ms. Cynthia Hui
Chief Operating Officer and Executive Director
Mandatory Provident Fund Schemes Authority
Speakers
Dr. Au King-lun, MH, JP, FHKSI (Hon), PhD
Executive Director and Board Member
Financial Services Development Council
Mr. Nicholas Kwan
Deputy Head
Chief Executive’s Policy Unit
The Government of Hong Kong SAR
Mr. Jason Kwong, CFP®
Group Chief Operations Officer 
Private Client Services by Mercer Limited
Mr. Gabriel Kung
Chief Commercial Officer
Bowtie Life Insurance Company Limited
Mr. Leo Lai
Managing Director
Raffles Family Office
Ms. Ka Shi Lau, BBS
MAoF, FHKSI (Hon), FCG, HKFCG, Certified Trust Practitioner (CTP)
Chairman, Hong Kong Trustees’ Association
Independent Non-executive Director, Citibank (HK) Limited
Mr. Chris Lee
Vice President
China Asset Management (Hong Kong) Limited
Mr. Tat Lee
Chief Executive
WeLab Bank
Mr. Tony Mak, CFP®
Past President
Institute of Financial Planners of Hong Kong
Mr. Paul Pong, CFP®
Former Chairman
Institute of Financial Planners of Hong Kong
Dr. Kimmis Pun, CFP®
Managing Director, Family Office, FA Corp (Tax Accountant)
Managing Director, Head of Family Office, Asian Green Fund Management (Fund Manager)
Mr. Gollum Shau, CFP®
Managing Director, Hong Kong
Grandtag Financial Consultancy & Insurance Brokers Ltd
Mr. Chris Tse, CFP®
Former Chairman
Institute of Financial Planners of Hong Kong
Mr. Sam Yu
Chairman, Hong Kong Investment Funds Association
Managing Director, Head of Compliance – Asia Pacific (Ex-Japan)
Baring Asset Management (Asia) Limited
Ms. Karina Wong
Co-Leader and Family Enterprise Leader
EY Greater China Private Tax
Ms. Steffanie Yuen
Managing Director and Head of Hong Kong
Endowus
Ms. Sherry Zhu
Global Head of Digital Assets
Futu Holdings Limited

Sponsors and Supporters

Supporting Organizations:
Sponsoring Organizations:

To learn more about sponsorship details, please click HERE.

To sponsor, please contact:
‍
Ms. Agnes Lee
Head of Corporate Communications & Marketing
‍
Tel: (852) 2982 7875      Email: agneslee@ifphk.org

Previous Conference

2024
2023
2022
2021
2019
2018
2017
2016
2015
2014
2013
2012
2011

Registration and Enquiries

Conference Registration

To register online, please click HERE.

To download registration form, please click HERE.

Enquiries

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