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- Candidacy
- CFPCM Certification Examination
- Sample Examination Questions
- Transcript Review
- Certification
- Certificant Manual
- Renewal Policies and Guidelines on CE Requirements
- Qualified Retirement Adviser / QRA
- Corporate Membership
- FAIQ
- Order Form
- Others
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 with Challenge Status (List A) |
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In English ONLY | Download | ||
Candidacy Renewal Application Form | |||
English | Download | ||
Chinese | Download | ||
Candidacy Reinstatement Application Form | |||
English | Download | ||
Chinese | Download |
CFPCM Certification Examination | |||
CFPCM Certification / AFPTM Certification Examination Handbook | |||
English | Download | ||
Chinese | Download | ||
CFPCM Certification Examination Application Form | |||
For English Exam Paper | Download | ||
For Traditional Chinese Exam Paper | Download | ||
Cross Border CFPCM 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 | |||
CFPCM Certification Examination (Foundation Level) | |||
English | Download | ||
Chinese | Download | ||
CFPCM Certification Examination (Level 1 and Level 2) | |||
English | Download | ||
Chinese | Download |
Transcript Review | |||
Transcript Review Application Form | |||
In English ONLY | Download |
Certification | |||
CFPCM Certification Application Form | |||
English | Download | ||
Chinese | Download | ||
CFPCM Certification Renewal Application Form | |||
English | Download | ||
Chinese | Download | ||
CFPCM Certification Reinstatement Form | |||
English | Download | ||
Chinese | Download | ||
AFPTM Certification Application Form | |||
English | Download | ||
Chinese | Download | ||
AFPTM Certification Renewal Application Form | |||
English | Download | ||
Chinese | Download | ||
AFPTM Certification Reinstatement Form | |||
English | Download | ||
Chinese | Download |
Certificant Manual | |||
CFPCM Certificant Manual - Full Version | |||
In English ONLY | Download | ||
Guide to use of the CFPCM Marks | |||
English | Download | ||
Chinese | Download | ||
AFPTM Certificant Manual - Full Version | |||
In English ONLY | Download | ||
Guide to use of the AFPTM Marks | |||
English | Download | ||
Chinese | Download | ||
Code of Ethics and Professional Responsibility | |||
English | Download | ||
Chinese | Download | ||
Financial Planning Practice Standards | |||
English | Download | ||
Chinese | Download | ||
Disciplinary Rules and Procedures | |||
English | Download | ||
Chinese | Download |
Renewal Policies and Guidelines on CE Requirements | |||
CFPCM Certification Renewal Policy and Guidelines on CE Requirements | |||
English | Download | ||
Chinese | Download | ||
AFPTM Certification Renewal Policy and Guidelines on CE Requirements | |||
English | Download | ||
Chinese | Download | ||
Candidacy Renewal Policy | |||
English | Download | ||
Chinese | Download |
Qualified Retirement Adviser / QRA | |||
QRA Education Program and Examination Registration Form | |||
For English Exam Paper | Download | ||
For Traditional Chinese Exam Paper | Download | ||
QRA Examination Application Form (For Re-sit only) | |||
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 | |||
FAIQ Examination Application Form | |||
For English Exam Paper | Download | ||
For Traditional Chinese Exam Paper | Download | ||
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 CFPCM Certificants | |||
Bilingual | Download | ||
Textbook Order Form | |||
Bilingual | Download | ||
Magnet Pin for CFPCM certificants and AFPTM 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 |