For all media enquiries or public relations activities, please contact us at marketing@ifphk.org
| Date | Subject | Download details |
| 05/08/2024 | 香港財務策劃師學會與國內培訓中心 聯署諒解備忘錄 (只提供中文版本) | Download  |
| 26/07/2024 | June 2024 CFP® Certification Examinations Results Release | Download |
| 30/05/2024 | IFPHK Approves UOWCHK as Education Provider | Download |
| 18/04/2024 | IFPHK Hong Kong Retirement Expense Index | Download |
| 25/03/2024 | IFPHK and FPSB China Sign Cross-Border Collaborative Agreement | Download |
| 01/02/2024 | 香港財務策劃師學會支持第23條立法 維護國家安全(Chinese version only) | Download  |
| 25/01/2024 | December 2023 CFP® Certification Examinations Results Release | Download |
| 05/12/2023 | IFPHK Financial Education and ESG Leadership Awards Cum Accredited Professional Financial Planning Firm 2023 | Download |
| 04/10/2023 | "The FPSB Value of Financial Planning Research 2023" Findings Released | Download |
| 01/08/2023 | IFPHK Releases First Ever ESG Statement | Download |
| 27/07/2023 | June 2023 CFP® Certification Examinations Results Release | Download |
| 06/06/2023 | IFPHK Hong Kong Retirement Expense Index | Download |
| 14/02/2023 | CERTIFIED FINANCIAL PLANNER Professionals Worldwide Surpasses 213,000 | Download |
| 18/01/2023 | December 2022 CFP® Certification Examinations Results Release | Download |
| 29/11/2022 | IFPHK Financial Education and ESG Leadership Awards Cum Accredited Professional Financial Planning Firm 2022 | Download |
| 21/09/2022 | IFPHK and Estate Planning Practitioners (Hong Kong) Limited Signed MOU to Cultivate Estate Planning Talents in the Territory | Download |
| 27/07/2022 | June 2022 CFP® Certification Examinations Results Release | Download |
| 12/07/2022 | IFPHK Financial Education and ESG Leadership Awards 2022 | Download |
| 06/06/2022 | IFPHK Hong Kong Retirement Expense Index | Download |
| 28/02/2022 | Number of CERTIFIED FINANCIAL PLANNER® Professionals Worldwide Tops 203,000 | Download |
| 20/01/2022 | December 2021 CFP® Certification Examinations Results Release | Download |
| 13/12/2021 | IFPHK Financial Education Leadership Awards 2021 Winners Announced | Download |
| 21/10/2021 | September 2021 CFP® Certification Examinations Results Release | Download |
| 26/07/2021 | June 2021 CFP® Certification Examinations Results Release | Download |
| 06/07/2021 | IFPHK Financial Education Leadership Awards 2021 | Download |
| 20/04/2021 | March 2021 CFP® Certification Examinations Results Release | Download |
| 13/04/2021 | IFPHK Hong Kong Retirees’ Actual Expenses Survey | Download |
| 19/01/2021 | December 2020 CFP® Certification Examinations Results Release | Download |
| 20/10/2020 | September 2020 CFPCM Certification Examinations Results Release | Download |
| 07/10/2020 | World Financial Planning Day 2020 | Download |
| 30/07/2020 | June 2020 CFPCM Certification Examinations Results Release | Download |
| 03/06/2020 | IFPHK “Qualified Retirement Adviser (QRA)” Education Program | Download |
| 04/02/2020 | December 2019 CFPCM Certification Examinations Results Release | Download |
| 15/01/2020 | IFPHK Financial Education Leadership Awards 2020 cum Accredited Professional Financial Planning Firm | Download |
| 30/10/2019 | September 2019 CFPCM Certification Examinations Results Release | Download |
| 31/07/2019 | June 2019 CFPCM Certification Examinations Results Release | Download |
| 20/05/2019 | IFPHK Launches Certificate in Workplace Financial Wellness (Chinese Version Only) | Download |
| 26/04/2019 | March 2019 CFPCM Certification Examinations Results Release | Download |
| 29/01/2019 | IFPHK Financial Education Leadership Awards cum Accredited Professional Financial Planning Firm 2019 | Download |
| 23/01/2019 | December 2018 CFPCM Certification Examinations Results Release | Download |
| 23/10/2018 | September 2018 CFPCM Certification Examinations Results Release | Download |
| 03/10/2018 | IFPHK 'Financial Goals and Retirement Planning of Hong Kong-ers' Survey Result Announcement | Download |
| 27/09/2018 | IFPHK Financial Planning Conference 2018 (Chinese Version Only) | Download |
| 02/08/2018 | June 2018 CFPCM Certification Examinations Results Release | Download |
| 09/07/2018 | 香港財務策劃師學會 適時解讀「香港年金計劃」助市民優化退休資產配置 (Chinese Version Only) | Download |
| 03/07/2018 | Responding to Social Challenges, Recognizing Corporate and Volunteer Spirit - IFPHK Financial Education Leadership Awards 2019 - Open for Applications | Download |
| 25/04/2018 | March 2018 CFPCM Certification Examinations Results Release | Download |
| 24/01/2018 | December 2017 CFPCM Certification Examinations Results Release | Download |
| 19/01/2018 | IFPHK Financial Education Leadership Awards cum Accredited Professional Financial Planning Firm 2018 | Download |
| 24/10/2017 | September 2017 CFPCM Certification Examinations Results Release | Download |
| 28/09/2017 | IFPHK Financial Planning Conference 2017 (Chinese Version Only) | Download |
| 25/09/2017 | Recognizing Corporates and Volunteers with Outstanding Achievements in Public Financial Education - IFPHK Financial Education Leadership Awards 2018 - Opens for Application | Download |
| 19/09/2017 | The IFPHK Hosting the First World Financial Planning Day with FPSB | Download |
| 25/07/2017 | June 2017 CFPCM Certification Examinations Results Release | Download |
| 18/07/2017 | IFPHK Joins Hands with IOSCO on Senior Vulnerability Survey | Download |
| 05/05/2017 | March 2017 CFPCM Certification Examinations Results Release | Download |
| 06/02/2017 | December 2016 CFPCM Certification Examinations Results Release | Download |
| 12/01/2017 | Awarded Firms Unveiled for the "IFPHK Accredited Professional Financial Planning Firm 2017" | Download |
| 09/11/2016 | US Financial Standards Planning Board Report on Fintech and the Future of Financial Planning | Download |
| 28/10/2016 | September 2016 CFPCM Certification (Foundation Level and Level 1) Examination Results Release | Download |
| 25/10/2016 | SCMP/IFPHK Financial Planner Awards 2016 - Over 100 Winners Celebrate Excellence at Awards Presentation Ceremony | Download  |
| 03/10/2016 | IFPHK Financial Planning Conference 2016 – Event Highlights (Chinese Version Only) | Download |
| 12/08/2016 | June 2016 CFPCM Certification (Foundation Level, Level 1 and Level 2) Examination Results Release | Download |
| 09/08/2016 | IFPHK Financial Planning Conference 2016 (Chinese Version Only) | Download |
| 10/05/2016 | March 2016 CFPCM Certification (Foundation Level and Level 1) Examination Results Release | Download |
| 31/03/2016 | Survey Finds Hong Kong Consumers Lack Strong Confidence in Achieving Financial Goals and Are Still Recovering from Lehman Brothers Incident | Download |
| 22/03/2016 | SCMP/IFPHK Financial Planner Awards 2016 (Practitioner Category) - Opens for Application | Download |
| 15/03/2016 | Hong Kong Ranks 6th in Global CFPCM Professional Population | Download |
| 01/03/2016 | First-ever Designation for Retirement Advisers in Hong Kong: Qualified Retirement Adviser (QRA) – Education Program Spring Intake Now Opens | Download |
| 03/02/2016 | Dec 2015 Examination Results Release - CFPCM Certification Examinations (Foundation Level, Level 1 and Level 2), Cross Border CFPCM Certification Examination | Download |
| 18/12/2015 | IFPHK Honors 17 Accredited Professional Financial Planning Firms in 2016 | Download |
| 23/11/2015 | CFPCM Certification Information Session and Information Week - December Session (Chinese Only) | Download |
| 06/11/2015 | Sep 2015 CFPCM Certification Examinations (Foundation Level and Level 1) Results Release | Download |
| 03/11/2015 | IFPHK Forges Closer Ties with FPSB China – Certified Private Banker Examination (Chinese Only) | Download |
| 16/10/2015 | SCMP/IFPHK Financial Planner Awards 2015 - Over 100 winners celebrates their success at the Presentation Ceremony | Download |
| 04/09/2015 | IFPHK Financial Planning Conference 2015 – Post-event (Chinese Version Only) | Download |
| 17/08/2015 | June 2015 CFPCM Certification Examinations (Foundation Level, Level 1 and Level 2) Results Release | Download |
| 03/08/2015 | IFPHK Financial Planning Conference 2015 (Chinese Version only) | Download |
| 07/07/2015 | IFPHK Joins Global Consumer Financial Planning Research Initiative | Download |
| 06/07/2015 | CFPCM Certification Information Session and Information Week - July Session (Chinese Only) | Download |
| 14/05/2015 | March 2015 CFPCM Certification Examinations (Foundation Level and Level 1) Results Release | Download |
| 25/03/2015 | Information Session and Information Week for Financial Planning Qualifications (Chinese Only) | Download |
| 24/03/2015 | SCMP/IFPHK Financial Planner Awards 2015 (Practitioner Category) - Opens for Application | Download |
| 04/02/2015 | Dec 2014 CFPCM Certification Examinations Results Release | Download |
| 01/12/2014 | IFPHK Honors 17 Accredited Professional Financial Planning Firms in 2014 | Download |
| 31/10/2014 | September 2014 CFPCM Certification Examinations (Foundation Level and Level 1) Results Release | Download |
| 22/10/2014 | SCMP/IFPHK Financial Planner Awards 2014 - Over 100 Winners Recognized for their Financial Planning Excellence | Download |
| 17/10/2014 | IFPHK Comments on the Public Consultation Paper of the MPFA’s “Core Fund” | Download |
| 25/09/2014 | IFPHK Financial Planning Conference 2014 (Chinese Version Only) | Download |
| 18/09/2014 | CFP Certification Information Session and Information Week (Chinese Version Only) | Download |
| 14/08/2014 | IFPHK Financial Planning Conference 2014 - Financial Planning Experts and Senior Figures on Driving New Growth | Download |
| 07/08/2014 | June 2014 CFPCM Certification Examinations Results Release | Download |
| 30/06/2014 | CFPCM Professionals Volunteer Team for IFPHK Community Outreach Program (Chinese Version Only) | Download |
| 10/06/2014 |
Mainland High Net Worth Client Wealth Planning Professional Training Programme (4th cohort) (Chinese Version only) |
Download |
| 04/06/2014 |
CFPCM Certification Information Session and Information Week (Chinese Version Only) |
Download |
| 30/04/2014 |
March 2014 CFPCM Certification Examinations (Foundation Level & Level 1) Results Release |
Download |
| 27/03/2014 |
CFPCM Certification Information Session and Information Week (Chinese Version Only) |
Download |
| 25/03/2014 |
SCMP/IFPHK Financial Planner Awards 2014 (Practitioner Category) - Opens for application |
Download |
| 20/03/2014 |
IFPHK Survey Report on CFPCM Professionals Releases |
Download |
| 13/03/2014 |
Mainland High Net Worth Client Wealth Planning Professional Training Programme (3rd cohort) (Chinese Version only) |
Download |
| 10/02/2014 |
December 2013 AFPTM Certification Examination & CFPCM Certification Examinations (Level 1 and Level 2) Results Release |
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| 30/01/2014 |
Number of CFPCM Professionals Worldwide Tops 150,000 |
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| 18/12/2013 |
IFPHK Financial Planning Conference 2013 - Over 10 Government Regulators and Industry Figures Join Hand with Some 500 Practitioners to Explore “The Changing Face of the Financial Planning Landscape” |
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| 28/11/2013 |
Financial Education Awards Cum Accredited Professional Financial Planning Firm 2013 - Ends on a High Note |
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| 13/11/2013 |
Outstanding Results in September 2013 Certification Examinations |
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| 30/10/2013 |
SCMP/IFPHK Financial Planner Awards 2013 - Winners of All Categories Unveiled |
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| 18/10/2013 |
Financial Planning Information Session (Chinese Version Only) |
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| 24/09/2013 |
Territory-wide CFPCM Mark Awareness Campaign of the Institute of Financial Planners of Hong Kong |
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| 26/08/2013 |
June 2013 Certification Exanimations Results Release |
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| 2/7/2013 |
IFPHK Financial Education Awards cum Accredited Professional Financial Planning Firm 2013 |
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| 17/06/2013 |
The Second “Mainland High Net Worth Client Wealth Planning Professional Training Program (Chinese Version Only) |
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| 11/06/2013 |
Financial Planning Information Session (Chinese Version Only) |
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| 28/05/2013 |
IFPHK Urges Entry Requirements for Hong Kong Financial Planners |
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| 06/05/2013 |
March 2013 Certification Exanimations Results Release |
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| 15/04/2013 |
SCMP/IFPHK Financial Planner Awards 2013 - Practitioner and University Categories Open for Application |
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| 09/04/2013 |
IFPHK Chairman Steve Chiu Appointed tothe Advisory Committee of Investor Education Centre |
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| 07/03/2013 |
Financial Planning Information Session |
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| 05/02/2013 |
Financial Planning Standards Board Congratulates IFPHK on Increase in CFP Professionals in Hong Kong |
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| 23/01/2013 |
December 2012 Certification Exanimations Results Release |
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| 02/01/2013 |
Result Announcement of CPBTM Certification Examination (Chinese Version Only) |
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| 31/10/2012 |
IFPHK Congratulates Financial Planning Standards Board on Affiliate Membership in IOSCO |
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| 25/10/2012 |
AFP Certification Examination Result Release |
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| 10/10/2012 |
Institute of Financial Planners of Hong Kong Appoints Steve Chiu as New Chairman |
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| 9/10/2012 |
SCMP/IFPHK Financial Planner Awards 2012 winners unveiled |
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| 25/9/2012 |
IFPHK Financial Education Awards Result Announcement (Chinese Version Only) |
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| 18/9/2012 |
The second Mainland High Net Worth Client Wealth Planning Professional Training Programme (Chinese Version Only) |
Download |
| 11/9/2012 |
IFPHK Financial Planning Conference 2012 (Chinese Version Only) |
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| 20/8/2012 |
IFPHK Shanghai Delegation Tour (Chinese Version Only) |
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| 20/8/2012 |
June 2012 CFPCM Certification Examination Results Announcement |
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| 27/7/2012 |
AFPTMCertification Examination Result Release |
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| 25/7/2012 |
IFPHK Financial Planning Conference 2012 |
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| 29/6/2012 |
IFPHK launchs the First-ever Approved Education Program for Certified Private Banker Certification in Hong Kong (Chinese Version Only) |
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| 12/6/2012 |
Financial Education Awards 2012 (Chinese Version Only) |
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| 29/5/2012 |
Grasp the Emerging Investment Opportunity in ETF Products Seminar (Chinese Version Only) |
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| 23/5/2012 |
IFPHK Announces Partnership with fundinfo AG and Lipper to Provide Free-of-Charge Fund Data Service to Hong Kong Investors |
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| 2/5/2012 |
AFPTM Certification Examination and CFPCM Certification Examination (Level 1) Result Release |
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| 28/3/2012 |
SCMP/IFPHK Financial Planner Awards 2012 |
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| 3/2/2012 |
IFPHK Announces the Second AFPTM Certification Examination Results |
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| 15/12/2011 |
Financial Planning Conference 2011 (Chinese Version Only) |
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| 28/10/2011 |
First AFPTM Certification Examination Records High Pass Rate |
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| 11/10/2011 |
SCMP/IFPHK Financial Planner Awards 2011 winners unveiled |
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| 19/7/2011 |
Dennis Lau Appointed as CEO for Institute of Financial Planners of Hong Kong |
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| 28/6/2011 |
IFPHK Revamps CFPCM Certification to Enhance Financial Planning Professionalism in Hong Kong |
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| 8/6/2011 |
Retirement Planning Conference 2011 - Resets the Retirement Planning Strategies |
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| 15/12/2010 |
IFPHK's Financial Planning Conference Discusses Art and Science of Financial Planning |
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| 12/11/2010 |
SCMP/IFPHK Financial Planner Awards 2010 winners unveiled |
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| 25/10/2010 |
IOSCO Regulator Addresses Global Community at FPSB Meeting in Seoul |
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| 11/10/2010 |
IFPHK Competency Profile Survey Indicates Positive Outlook for Professionalism in Financial Planning Industry |
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| 15/06/2010 |
IFPHK's Third Retirement Planning Conference Highlights Post-Crisis Trends |
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| 29/05/2010 |
SCMP/IFPHK Financial Planner Awards 2010 University Student Category winners revealed |
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| 01/02/2010 |
IFPHK Survey: Improving sentiment positively impact on client wealth and financial planning business |
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| 25/01/2010 |
IFPHK lauds SFC's proposed reforms to improve investor protection but highlights key industry concerns |
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