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  Candidacy  
  Candidacy Registration Application Form    
         English Download
         Chinese Download
  Change of Candidacy Status Application Form    
         English Download
         Chinese Download
  Application Form for Concessionary Fee Arrangements for Candidacy
under Fast-track to CFP Certification (List A)
   
         English Download
         Chinese Download
  Candidacy Renewal Application Form    
         English Download
         Chinese Download
  Candidacy Reinstatement Application Form    
         English Download
         Chinese Download

   
  CFP® Certification Examination  
  CFP® Certification / AFP® Certification Examination Handbook    
         English Download
         Chinese Download
  CFP® Certification Examination Application Form    
         For English Exam Paper Download
         For Traditional Chinese Exam Paper Download
  Cross Border CFP® Certification Examination Application Form    
         For English Exam Paper Download
         For Traditional Chinese Exam Paper Download
         For Simplified Chinese Exam Paper Download
  Examination Administration Report    
         English Download
         Chinese Download
  Examination Enquiry Report    
         English Download
         Chinese Download
  Examination Review Request Form    
         English Download
         Chinese Download
  Helpful Tips    
         English Download
         Chinese Download
  Statement of Result Request Form    
         English Download
         Chinese Download

   
  Sample Examination Questions
  CFP® Certification Examination (Foundation Level)    
         English Download
         Chinese Download
  CFP® Certification Examination (Level 1 and Level 2)    
         English Download
         Chinese Download

   
  Transcript Review  
  Transcript Review Application Form    
         In English ONLY Download

   
  Certification  
  CFP® Certification Application Form    
         English Download
         Chinese Download
  CFP® Certification Renewal Application Form    
         English Download
         Chinese Download
  CFP® Certification Reinstatement Form    
         English Download
         Chinese Download
  AFP® Certification Application Form    
         English Download
         Chinese Download
  AFP® Certification Renewal Application Form    
         English Download
         Chinese Download
  AFP® Certification Reinstatement Form    
         English Download
         Chinese Download

   
  Certificant Manual  
  CFP® Certificant Manual - Full Version    
         In English ONLY Download
  Guide to use of the CFP® Marks    
         English Download
         Chinese Download
  AFP® Certificant Manual - Full Version    
         In English ONLY Download
  Guide to use of the AFP® Marks    
         English Download
         Chinese Download
  Code of Ethics and Professional Responsibility    
         English Download
         Chinese Download
  Financial Planning Practice Standards    
         English (2021 version) Download
         English (old version) Download
         Chinese (2021 version) Download
         Chinese (old version) Download
  Disciplinary Rules and Procedures    
         English Download
         Chinese Download

   
  Renewal Policies and Guidelines on CE Requirements  
  CFP® Certification Renewal Policy and Guidelines on CE Requirements    
         English Download
         Chinese Download
  AFP® Certification Renewal Policy and Guidelines on CE Requirements    
         English Download
         Chinese Download
  Candidacy Renewal Policy    
         English Download
         Chinese Download

       
  Qualified Retirement Adviser / QRA    
  QRA Examination Application Form    
         For English Exam Paper Download
         For Traditional Chinese Exam Paper Download
  QRA Examination Regulations    
         English Download
         Chinese Download
  QRA Examination Administration Report    
         English Download
         Chinese Download
  QRA Examination Enquiry Report    
         English Download
         Chinese Download
  QRA Examination Statement of Result Request Form    
         English Download
         Chinese Download
  QRA Holder Application Form    
         English Download
         Chinese Download
  QRA Holder Renewal Application Form    
         English Download
         Chinese Download
  QRA Holder Reinstatement Form    
         English Download
         Chinese Download
  QRA Holder Renewal Policy and Guidelines on CE Requirements    
         English Download
         Chinese Download
  Guideline on Use of the QRA Marks    
         English Download
         Chinese Download

       
  Corporate Membership    
  Corporate Membership Application Form    
         In English Only Download

       
  FAIQ  
  IFPHK/CII Joint Membership Renewal Application Form    
         English Download
         Chinese Download
  Proper Usage of “FAIQ (CII) and IFPHK Associate Member    
         English Download
         Chinese Download

       
  Order Form  
  Premiums for CFP® Certificants    
         Bilingual Download
  Textbook Order Form    
         Bilingual Download
  Magnet Pin for CFP® certificants and AFP® certificants    
         English Only Download

       
  Others  
  Change of Personal Particular Form    
         English Download
         Chinese Download
  Data Access Request Form    
         In English ONLY Download
  Authorisation Form    
         English Download
         Chinese Download