Your privileges as an IFPHK member:

IFPHK has developed the benefits to meet the growing needs of our members.



Here is a list of benefits offered to Ordinary and Associate members.

• An exclusive access to the IFPHK members’ area, the unique electronic portal for financial planning practitioners.
• Receive free copies of “Advisors Today”, a bi-monthly and bi-lingual IFPHK publication.
• Receive IFPHK electronic member newsletters: The quarterly global newsletter - Financial Planning Connections and the Monthly Member Newsletter. Sign in to view the newsletter.
• Receive IFPHK industry related surveys and practice tools. 
• Special rate to attend continuing education activities including seminars, forums, conferences and luncheons.
• Invitation to attend social events and gatherings.
• Book discounts at selected bookshops.
10% discount at SWINDON BOOK CO. LTD. Download details


• Retail store discounts:
Caltex Starcard offers HK$1.00 OFF for every liter of petrol Offer
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• Library services and Internet access at IFPHK office.
• Ordinary Member is entitled to use the CFP marks in his/her business cards.
• Associate personal financial planner is entitled to use the APFP designation in his/her business cards
• Joint member of IFPHK and CII is entitled to use the FAIQ (CII) designation in his/her business cards.
• Ordinary Member has the voting right in IFPHK

Here is a list of benefits offered to Student members.

• Access to IFPHK Student Corner, a unique portal for student members.
• Click http://studentcorner.ifphk.org/ and you can…
• Learn the latest member news
• Gain valuable insights from IFPHK’s “Advisors Today”
• Connect with Education Providers on the latest course updates


• Special rate to attend continuing education activities including seminars, forums, conferences and luncheons.
• Invitation to attend complimentary examination preparatory information sessions.
• Invitation to attend social events and gatherings.
• Discount in purchasing IFPHK textbooks for the IFPHK Registered CFP Certification Education Program, financial calculator and other related study tools.