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Vision

To be recognized as the premier professional body representing financial planners who uphold the highest standards in financial planning that benefit the public.

Mission

To promote the CFP^CM certification as the gold standard for financial planning.
To reinforce and uphold professional standards in financial planning.
To promote the CFP^CM certification as the gold standard and other financial services qualifications for professional development of financial planners.
To represent the top financial planning practitioners in the financial planning industry in Hong Kong and Macau.

CFP^CM , CERTIFIED FINANCIAL PLANNER^CM and

are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.(FPSB).
The Institute of Financial Planners of Hong Kong Limited (IFPHK), is the marks licensing authority for the CFP marks in Hong Kong and Macau, through agreement with FPSB.