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Plan your training and pick topics to fit your schedule. IFPHK offers tailored training services to companies. A new e-learning platform to provide online CPD courses to members and financial services practitioners. A series of consumer brochures are available for free download.
CFP ®, CERTIFIED FINANCIAL PLANNER ®, , , AFP ®, ASSOCIATE FINANCIAL PLANNER ®, 及 等商標，於美國以外地區由財務策劃標準制定局全權擁有。 根據與財務策劃標準制定局簽訂的協議，香港財務策劃師學會是唯一在香港及澳門頒授CFP商標及AFP
The primary purpose of forming the IFPHK in June 2000 is to develop and maintain high professional standards and self-discipline for providers of financial planning services in Hong Kong to ensure that the consumers are well-served and their interests are
The Institute of Financial Planners of Hong Kong (IFPHK) has optimized its online continuing education platform, CE Online. It is delighted to launch its new learning management system preliminarily in the 3rd quarter of 2022, FPLearning, which provides a series of video-recorded online CPD courses. IFPHK members and anyone working in the ...
The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks and AFP marks in Hong Kong and Macau, through agreement with FPSB.
The Institute of Financial Planners of Hong Kong (IFPHK) is proud to present the IFPHK Financial Planning Conference 2023 (the “Conference”) on 19 December 2023 (Tuesday) at the Hong Kong Convention and Exhibition Centre.
(Hong Kong – 18 April 2024) By engaging in early retirement planning, one can achieve financial freedom and relish a worry-free retirement. The Institute of Financial Planners of Hong Kong (IFPHK) is pleased to release the “IFPHK Hong Kong Retirement
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.
Examination questions are based on knowledge, skills and abilities required of financial planners in Hong Kong (For details, please see the Financial Planner Competency Profile Report) and are developed by academics and industry experts to ensure the
The Institute of Financial Planners of Hong Kong (IFPHK) has released in June the third “Hong Kong Retirement Expense Index” (Retirement Index) since its first launch in 2020. The Index has slightly increased by 1.4, with respondents spending $13,800 monthly and up by $300 compared to last year.
