The Institute of Financial Planners of Hong Kong (IFPHK) is proud to present the IFPHK Financial Planning Conference 2017 (the “Conference”) on 26 September 2017 (Tuesday) at the Hong Kong Convention and Exhibition Centre. This flagship event will bring together over 400 leading experts, regulators, government officials, CFPCM professionals and best minds across multi sectors of the financial services industry.


The theme of the Conference is “Stepping Up for the Future of Financial Planning”. This year, the Conference will cover a number of topics encompassing the future of financial planning, such as issues on evolving regulatory standards, Fintech developments, latest industry trends and best practices.


Topic Highlights:

  • Regulatory Updates on Financial Planning
  • Fintech Trends in Financial Services Industry
  • Life-cycle Retirement Investment Strategies and Options
  • Land Policies and Property Prices in Hong Kong


26 September, 2017 (Tuesday)


9:15am – 5:15pm


Meeting Room N101, Hong Kong Convention and Exhibition Centre


HK$1,280 (Member) / HK$1,980 (Non-Member)

Registration Deadline:

21 September, 2017 (Thursday) [CLOSED]



CE Recognition:

 Participants who have completed the whole conference will be awarded with:

  •  6 IFPHK CE Hours (including 1 compliance and/or ethics hour)
  •  2017 Designated CE course for QRA holders (3 hours)
  •  6 SFC CPT Hours
  •  6 MPFA non-core CPD Hours
  •  2 IA CPD Hours