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Candidacy

It is compulsory for all individuals to register with the IFPHK as a Candidate before you are eligible to proceed with your AFP Certification. As an IFPHK Candidate, you will from time to time receive useful study tools such as study guide, exercises, sample examination questions, education and examination schedules and much more.

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Pre-requisite


Certification Requirements

As the certification body awarding the AFP Certification in Hong Kong and Macau, the IFPHK requires all AFP certificants to satisfy the rigorous certification requirements, including EducationExaminationExperience and Ethics. These are the "4E" standards and they indicate that financial planners are committed to providing competent and ethical financial planning services to clients. The "4E" standards assure the public that they will receive objective financial planning advice from AFP certificants who will help them meet their life goals.

After meeting the "4E" requirements for AFP Certification, Candidates are eligible to apply for AFP Certification with the IFPHK. Once application has been approved Candidates will officially become AFP certificants, and will be granted the right to use the AFP trademarks including AFPTM, ASSOCIATE FINANCIAL PLANNERTM and  in accordance with the guidelines established by the IFPHK. AFP certificants' names will be added to the IFPHK’s database for members of the public to verify their professional status.


 

The "4E" Requirements

As the certification body awarding the AFP Certification in Hong Kong and Macau, the IFPHK requires all AFP certificants to satisfy the rigorous certification requirements, including Education, Examination, Experience and Ethics. These are the "4E" standards and they indicate that financial planners are committed to providing competent and ethical financial planning services to clients. The "4E" standards assure the public that they will receive objective financial planning advice from AFP certificants who will help them meet their life goals.

1       It is compulsory for all individuals to register with the IFPHK as a Candidate before one is eligible to proceed with his/her AFP Certification.   One must process valid Candidacy before he/she can enroll to an education program or register for an examination. The IFPHK Candidates will, from time to time, receive useful study tools such as sample examination questions, exercises, study guides, education schedules and examination schedules and much more.