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As the professional body awarding the CERTIFIED FINANCIAL PLANNERCM mark in Hong Kong and Macau, the IFPHK has set up a rigorous certification process to ensure that all candidates satisfy all requirements.
The IFPHK has four such requirements, called the 4Es standards. They include: |
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| Education |
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| To be eligible for the CFPCM Certification Examination, all candidates must complete a comprehensive education program at anyone of the IFPHK Approved Education Providers offering the Registered CFPCM Certification Education Program. More... |
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| Examination |
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The CFPCM Certification Examination covers the following areas : financial planning process, insurance, investment, employee benefits, retirement planning, tax and estate planning. For certification purpose, candidates are required to pass four (4) papers within five (5) years. More...
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| Experience |
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| All candidates for CFPCM Certification need to have a minimum number of years of qualified experience. More... |
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| Ethics |
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All candidates for CFPCM Certification must agree to abide by a strict code
of professional conduct known as IFPHK's Code
of Ethics and Professional Responsibility that sets forth their ethical responsibilities
to the public, clients and employers.
IFPHK also performs a background check during
this process, and each candidate for CFPCM certification
must disclose any investigations or legal proceedings
related to their professional or business conduct.
This is enforced through the IFPHK Disciplinary
Rules and Procedures. |
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| Annual Renewal Process |
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CFPCM certification does not end upon attainment. CFPCM certificants are required to undergo a renewal process to maintain technical competence and to fulfil ethical obligations. This includes the completion of at least 15 hours of continuing education every year, and the disclosure of any public, civil, criminal or disciplinary actions. More...
CFPCM Certification Application Form
CFPCM Certification Renewal Application From
(available in late November) |
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| CFPCM Cross-Border Policy |
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| This cross-border CFPCM certification process applies to territories in which FPSB has entered into a licensing and affiliation agreement with a nonprofit organization, or its equivalent, to administer the CFPCM certification program. More... |
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are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.(FPSB).