With deep sorrow, we would like to inform all of you about the sad and untimely demise of Mr. Sidney Sze, the Founder President of Society of Registered Financial Planners, who left us on 9 January 2018.

His words in Master Insight:


Who we are

Society of Registered Financial Planners ("HKRFP") is established to promote professionalism in financial planning. HKRFP is a self-regulatory and not-for-profit organization.


We are committed to:
1. Professional excellence and upgrading of public interest;
2. Nurture professionalism among financial planners, and raise public awareness on values of financial planning services, and
3. Ensure the quality, integrity, objectivity, diligence, due care and attention of services are adequately provided by financial planning professionals.

We regulate

HKRFP is established to regulate its members to act in the public interest by establishing and through continuous education, examination, experience, enforcement of code of ethics and professional responsibilities for HKRFP designation.


We educate

In the past 12 months, our monthly seminars, with wide variety of topics related to financial planning services, were organized with great success.


Our Membership

As at 2017, total memberships registered are approximately 3,000, from Hong Kong and China.


Our Seminar


Speaker︰ Mr. Michael M.S. WONG 黃敏碩先生 President of The Society of Registered Financial Planners 註冊財務策劃師協會會長 Date︰26 July 2018 (Thu) Time︰19:00 – 21:00 Venue︰23/F, Euro Trade ...

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Updates on Keeping of Significant Controllers Registers (SCR) and Licensing of Trust or Company Service Providers (TCSP)

Speaker︰ Mr. Joseph Y K Yau 邱賢君先生 Managing Practising Directorof C K Yau & Partners CPA Limited 邱在光合伙會計師行有限公司首席執業董事 Date︰21 June 2018 (Thu) Time︰19:00 – ...

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獨角獸的陰暗面 Dark side of Unicorn

Speaker︰ Mr. Chester CHU 朱維鵬先生 Vice president of HKRFP 註冊財務策劃師協會副會長 Date︰31 May 2018 (Thu) Time︰19:00 – 21:00 Venue︰23/F, Euro Trade Centre, 21-23 Des Voeux Road ...

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Speaker︰ Dr. Perry IP 葉仁傑博士 Assistant Prof. of CityU of Macau 澳門城市大學助理教授 Date︰19 April 2018 (Thu) Time︰19:00 – 21:00 Venue︰23/F, Euro Trade Centre, 21-23 Des ...

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Speaker︰ Mr. Wilson C. Kwok 郭志成先生 Co-founders of The Institute of Financial Technologists of Asia (IFTA) 亞洲金融科技師學會 創辦人 Date︰14 March 2018 (Wed) Time︰19:00 – ...

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