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Financial Planning Practice Standards

The IFPHK has adopted standards of performance required of a financial planning professional when providing financial planning. The IFPHK’s  Financial Planning Practice Standard is intended to;

  • Establish the level of practice expected of a financial planning professional engaged in the delivery of the financial planning to a client;
  • Establish norms of professional practice and allow for consistent delivery of financial planning by financial planning professionals;
  • Clarify the respective roles and responsibilities of financial planning professionals and their clients in financial planning engagements;
  • Enhance the value of the financial planning process.