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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 | ||
, 
, AFPTM, ASSOCIATE FINANCIAL PLANNERTM, 
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.