AFPTM / CFPCM Certification
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Candidacy

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

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Whether you are new to financial planning or have been in financial services for some time, IFPHK welcomes your interest in CFP Certification.

The CFP Certification is a two-level certification program. The intermediate level is the AFPTM Certification, which equips individuals with fundamental knowledge and skills to pursue a financial planning career. The advanced level is the CFP Certification which provides dedicated financial planners with knowledge and skills based on world-class practices.

For financial career aspirants like you to move up the career ladder, when you are progressing towards your CFP Certification, you must first acquire the midway AFP Certification. As you progress further along the path, you will become eligible to apply for CFP Certification.

As the certification body awarding the CFP Certification and AFP Certification in Hong Kong and Macau, the IFPHK requires all CFP certificants and 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 CFP certificants and AFP certificants who will help them meet their life goals.