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財務策劃智慧錦囊 (Chinese Version Only)
Take Control of Your Financial Future
人生階段理財天書 - 讓你富起來 (Chinese Version Only)
2023 FPSB Global Consumer Survey
Survey Report
2015 FPSB Global Consumer Survey
Life's Better with a CFP Professional
The Value of Financial Planning
Why Firms Value CFP Professionals
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Survey on CFP Certificants 2021/22
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IFPHK Survey on the Impact of COVID-19
Survey of Trends with CERTIFIED FINANCIAL PLANNERCM Practitioners in Hong Kong
Competency Profile Report [2011 Edition]

 

 

Industry Outlook Report [2008 Edition]
Consumer Sentiment Survey 2006 – On Personal Financial Services
Consumer Sentiment Survey 2004 – On Personal Financial Services
Others
IFPHK Financial Education and ESG Leadership Awards cum Accredited Professional Financial Planning Firm 2023
2021 Calendar Card
2018 Calendar Card - “Financial Planning is for Today and Tomorrow”
Financial Education Awards 2013
(Chinese Version Only)
Financial Education Awards 2012
(Chinese Version Only)

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