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Candidacy

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

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Pre-requisites

  • Be an IFPHK Candidate1 ; AND
  • Possess any one of the following academic or professional qualifications:
    • Bachelor's degree or above from accredited education institutions; or
    • Qualifications listed in the Lists of Challenge Status (e.g. AFP Certification).
                                                               

Certification Requirements

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. 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 who will help them meet their life goals.

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


The "4E" Requirements

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. 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 who will help them meet their life goals.

Please click on the following graph for details of each of the "4E" requirements.





1  It is compulsory for all individuals to register with the IFPHK as a Candidate before one is eligible to proceed with his/her CFP 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 questions, exercises, study guides, education, examination schedules and much more.

2 Non degree holders may fulfill the pre-requisite by first obtaining other qualifications listed on the Challenge Status List.  Qualifications offered by the IFPHK include FAIQ and AFP Certification.  AFP Certification involves a 120-hour education program, a 3-hour examination, a 1-year experience and ethics requirements.  

3 Students studying towards a Bachelor's degree awarded by an accredited education institution are eligible for CONDITIONAL admission to the certification process. They may directly attempt the CFP Certification Examination (Foundation Level). However please note that this admission to the examination DOES NOT imply fulfillment of the pre-requisite requirement for CFP Certification. Candidates admitted through this path are required to show evidence of completion of the relevant degree program (or any other qualification eligible for exemption) upon certification.
In addition, full-time students who are taking up a face-to-face undergraduate degree program in Hong Kong degree-awarding higher education institutions are eligible to apply for concessionary fee arrangement.

4 There is a time limit for submitting CFP Certification application after completion of examination requirement. Click HERE for details.