Who should consider APFP?

What qualifications do I need for APFP?

What are the key benefits of APFP?

How do I benefit as an Associate Member of IFPHK?

How much does APFP cost?

Can I use the APFP designation on my business cards?

Do I have to be a Student Member in order to apply for APFP?

What is the difference between CFP and APFP?

APFP applicants must:

Successfully complete two modules of the IFPHK Registered CFP^CM Certification Education Program which must include the Foundation of Financial Planning (Module 1) OR possess qualified credentials OR possess overseas CFP certification.

Possess the following number of years of relevant work experence and  corresponding education requirement:

• 2 years for degree holders    OR

• 4 years for non-degree holders who have a minimum of 5 passes in HKCEE    OR

• 5 years for applicants who have completed Form 5 education.

Adhere to the Code of Ethics and Professional Responsibility of IFPHK.



Acquire 10 hours of Continuing Education credit per year.

They include:

• Immediate recognition from clients, peers and employers.

• Strict eligibility criteria means only a selected few are privileged to hold this designation.

• Provides a good starting point for professionals who have the necessary skill sets and knowledge but who are not yet CFP^CM certificants.

• Provides an interim designation while you are studying the IFPHK Registered CFP^CM Certification Education Program.

• Become an Associate Member of IFPHK with numerous benefits, including access to IFPHK publications, events, seminars and conferences. To learn more about our membership benefits, please click here.

As an APFP, you are entitled to free Associate membership of IFPHK with following members' benefits:

• Indication of your membership status on your professional documents, including your name cards, so as to gain recognition from peers and customers, and becoming part of a prestigious group of financial services propessionals dedicated to excellent practice and high standards of ethics.


• Free subscription to Advisors Today, HK's leading financial planning publication, with news, analysis and comments on current issues.


• Member newsletter.


• Special member rates to attend seminars, forums and conferences organized by IFPHK.


• Invitation to attend social events organized by IFPHK.


• Discounts on products and services at selected shops.


• Library services and internet access at IFPHK office.

An application fee of HK$300, annual fee of HK$600 (the first year annual fee is reduced to HK$300 if you apply after 1st July).

You can use this title on your name cards if you have attained the APFP designation (you can indicate “APFP” plus “IFPHK Associate Member” on your business cards as free Associate Membership of IFPHK will be granted to APFP holders)

You do not have to be a Student Member to apply for APFP. Once approved as an APFP, you will automatically become an Associate Member of IFPHK.

The CFP^CM certification is the highest standard which is recognized by the financial planning profession worldwide. Practitioners who are studying to attain the CFP^CM certification are recommended to apply for the APFP designation once they qualify for it. This would help both their clients and employers recognize for their professional standing and experience in the financial planning industry.

Tel: +852 2982 7888

Fax: +852 2982 7777

E-mail: cert@ifphk.org