IFPHK-Institute of Financial Planners of Hong Kong

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Exemption from the CFP Certification Education Program and/or Examination

Candidates may qualify for exemption from some or all of the courses of the required education courses and/or examination if they meet one of the following requirements. Please check the boxes besides the relevant qualification(s) to check the exemption you may be granted:

1. Highest Academic Qualification¹

Bachelor degree in all disciplines

Master Degree in relevant discipline² e.g. Economics / Business

Master Degree in other discipline

Doctoral Degrees in Economics / Business *

Doctoral Degree in other discipline

2. Financial Planning Qualification

Financial Advisers' International Qualification (FAIQ)

Associate of the Hong Kong Institute of Bankers (AHKIB)

Chartered Insurance Agency Manager (CIAM)

Chartered Wealth Manager (CWM)

Fellow, Australian and New Zealand Institute of Insurance and Finance (ANZIIF (Fellow))

Fellow, Financial Services Institute (FFSI)

Fellow, Life Management Institute (FLMI)

LUTCF Fellow (LUTCF)

Society of Registered Financial Planners (HKRFP)

ASSOCIATE FINANCIAL PLANNER / AFP

Certified Financial Management Planner (CFMP)

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

Fellow Chartered Financial Practitioner (FChFP)

Financial Risk Manager (FRM)

3. Other Professional Qualifications

Associate / Fellow of Association of Chartered Certified Accountants (ACCA/FCCA)

Associate / Fellow of Association of International Accountants (AAIA/FAIA)

Associate / Fellow of Chartered Institute of Management Accountants (ACMA/FCMA)

Certified General Accountant (CGA)

Certified Management Accountant (CMA) (Australia, Canada & US)

Certified Public Accountant / Certified Practising Accountant (CPA/FCPA) (Australia, Hong Kong, US)

Chartered Accountant (CA) (Australia, Canada, England and Wales, Ireland, New Zealand, Scotland, South Africa, Zimbabwe)

Chartered Financial Analyst (CFA)

Fellow of Chartered Insurance Institute (FCII)

Fellow of the Society of Actuaries (FSA)

Members of Chartered Institute of Public Finance and Accountancy (CPFA)

Members of Hong Kong Bar Association

Members of Hong Kong Law Society

¹	The academic qualification must be awarded by accredited education institutes.
²	The academic qualification must be awarded by accredited education institutes. To apply for List C Challenge Status, the Master Degree program must substantially cover topics of the CFP Certification Education Program (course 1 to 3).

CFP^CM, CERTIFIED FINANCIAL PLANNER^CM,

, AFP^TM, ASSOCIATE FINANCIAL PLANNER^TM,

and

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