IFPHK 香港財務策劃師學會

IFPHK was established in June 2000 as a non-profit organization for the fast--growing financial industry. It aims to be recognized in the region as the premier professional body representing financial planners that uphold the highest standards to benefit the public. The Institute is the sole licensing body in Hong Kong authorized by Financial Planning Standards Board Limited to grant the much-coveted and internationally-recognized CFP certification and AFP certification to qualified financial planning professionals in Hong Kong and Macau. 

香港財務策劃師學會於2000年6月以非牟利專業學會之形式成立，宗旨是代表財務策劃師成為區域首要的專業學會，並致力提高財務策劃的專業標準，以裨益公眾。學會獲得美國的財務策劃標準制定局授權為唯一可以在香港及澳門頒發CFP資格認證及AFP資格認證的專業學會。