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Consumer Corner > Financial Planning Verification

To verify that your financial planner is certified as CERTIFIED FINANCIAL PLANNER^CM in Hong Kong, you can use our search function here. For CFP^CM certificants who are certified outside Hong Kong, you may contact the corresponding Financial Planning Affiliates directly or make a search at their web site.
In case of any misrepresentation, please immediately report to us here.

Search by Name

Please type in the Certificant's surname or full name:
e.g. Chan or Chan Tai Man

Search by Certificant's Number

Please input the Certificant's number:
e.g. CFPHK0XXXX or L0XXXX

Note :

(i)	Certificant's number includes an alphabet at the beginning.
(ii)	Ignore any space or dash for Certificant's number.

Please read the following information of the Register of CFP^CM Certificants

Register of CFP^CM Certificants
The aim of this Register is to solely allow the public to ascertain the status of the CFP^CM certificants in Hong Kong.

As required by the Personal Data (Privacy) Ordinance, you may only use the information provided in the Register for the specified purpose indicated above.

This Register will be regularly updated to ensure that the information is up-to-date. However, information changes that occur between regular updates may not be reflected immediately. To confirm any doubts and ascertain that you have the most up-to-date information, you are well advised to contact IFPHK directly in writing.

Please note that IFPHK does not guarantee the performance and creditworthiness of the CFP certificants listed in this Register.

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CFP^CM, CERTIFIED FINANCIAL PLANNER^CM,

, AFP^TM, ASSOCIATE FINANCIAL PLANNER^TM and

are certification marks and / or trademarks owned outside the U.S. by Financial Planning Standards Board Ltd.
The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks and AFP marks in Hong Kong and Macau, through agreement with FPSB.