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To become a CFPCMCertificant, candidates must develop their theoretical and practical financial planning knowledge by completing a comprehensive education program at one of the  Approved Education Program Providers of IFPHK.

The Registered CFPCMCertification Education Program

Alternative means to Fullfill the Education Requirement.*  Transcript Review  and  Challenge Status.

Recommended Scope of Pre-requisite Knowledge to assess whether your current knowledge level meets the education requirements.

* Every Candidate must process a bachelor’s degree or attain a minimize of 5 passes in the Hong Kong certificate of Education Examination. We also consider candidates who have completed the registered CFPCMcertification Education Program as fulfilling the 5 passes in HKCEE requirement.