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.

Mission

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 regulated

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.

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We educated

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

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Our Membership

As at 2015, total memberships registered are approximately 3,000, from Hong Kong and China.

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Our Seminar

Radiation:harm and help for you

Speaker︰ Mr. Owen Chow Anti-E-Smog Society Date︰2 Sep 2015 (Wednesday) Time︰18:30 – 20:30 Venue︰Unit 1, G/F, The Centre, 99 Queen’s Road Central, Hong Kong (Training Room A) Language︰Cantonese Fee︰HKRFP ...

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2015 Investment Outlook

Speaker︰ Mr. Michael M.S. WONG 黃敏碩先生 Director – Securities & Asset Management, Convoy Asset Management Limited Date︰14 Aug 2015 (Friday) Time︰18:30 – 20:30 Venue︰Unit 1, G/F, ...

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美元強勢大時代何時結束?

Speaker︰ 陳健豪先生 達匯證券香港有限公司 零售市場銷售總監 Date︰14 Jul 2015 (Tuesday) Time︰18:30 – 20:30 Venue︰Unit 1, G/F, The Centre, 99 Queen’s Road Central, Hong Kong (Training Room A) Language︰Cantonese Fee︰HKRFP – ...

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Pitfalls in Civil Litigation 民事訴訟會遇到的陷阱

Speaker︰ 張志宇律師 Mr. Archie Cheung Principal of Cheung & Co., Solicitors Date︰10 Jun 2015 (Wednesday) Time︰18:30 – 20:30 Venue︰Unit 1, G/F, The Centre, 99 Queen’s Road Central, Hong ...

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China A-share market and Shenzhen ChiNext board introduction

Speaker︰ Mr. Alvin Li Associate Capital Markets Institutional Client Group CSOP Asset Management Date︰18 May 2015 (Monday) Time︰18:30 - 20:30 Venue︰Unit 1, G/F, The Centre, 99 Queen's Road ...

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UFP Award 2015