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 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.

More

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.

More

Our Membership

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

More

Our Seminar

重塑世界趨勢 Trends that reshape the World

Speaker︰ Mr. Chester CHU 朱維鵬先生 註冊財務策劃師協會副會長 香港財務顧問協會會長 Date︰25 April 2019 (Thu) Time︰19:00 – 21:00 Venue︰Multi-Function Rooms C-D, H6 Conet, G/F, The Center, 99 Queen’s Road Central Language︰Cantonese Fee︰HKRFP ...

Read More

中美貿易摩擦：重塑香港企業與金融市場發展新的策略思維

Speaker︰ Dr. Joe Leung     梁永忠博士 Principal Consultant-Growth Strateg y Date︰20 March (Wed) Time︰19:00 – 21:00 Venue︰Multi-Function Rooms C-D, H6 Conet, G/F, The Center, 99 ...

Read More

豬年環球市場投資部署焦點

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︰20 February (Wed) Time︰19:00 – 21:00 Venue︰Multi-Function Rooms C-D, G/F, ...

Read More

「樂活人生」平安紙講座

Speaker︰ Ms. Frances IP     葉鳳仙 律師 樂活之友協會主席 Date︰10 January 2019 (Thu) Time︰19:00 – 21:00 Venue︰Multi-Function Rooms E-F, G/F, The Center, 99 Queen’s Road Central Language︰Cantonese Fee︰HKRFP ...

Read More

透視大灣區的資產投資機遇

Speaker︰ Mr. King Cho     曹景昌 先生 廣州外商投資企業商會副會長 Date︰11 December 2018 (Tue) Time︰19:00 – 21:00 Venue︰23/F, Euro Trade Centre, 21-23 Des Voeux Road Central, Central ...

Read More