CERTIFIED FINANCIAL PLANNER®

CFP certification is the world’s longest-running and most-recognized advanced certification for financial planners. It is the pinnacle of financial planning excellence. To certify as a CFP professional in HK and Macau, Candidates must 1. complete the CFP certification education program at an IFPHK Approved Education Provider; 2. achieve a passing grade on the CFP certification examination (Foundation Level, Level 1 and Level 2); 3. possess 3 years of qualified work experience; and 4. commit to abide by a strict code of professional conduct. To maintain the CFP certification, CFP professionals must 1. complete annual re-certification requirements, including but not limited to completing 15 hours of continuing education. For more information about the CFP certification, please visit the IFPHK website at www.ifphk.org or contact the IFPHK by email at cert@ifphk.org. Financial Planning Standards Board Ltd. (“FPSB Ltd.”) owns the CFP marks outside the United States. The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks in Hong Kong and Macau, through agreement with FPSB Ltd.