Condolences

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: http://www.master-insight.com/?p=54446

 

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.

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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.

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Our Membership

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

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Our Seminar

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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金融投資時的快思慢想

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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金融科技(Fintech)的發展趨勢，對金融，保險及投資，理財策劃行業的影響及粵港澳大灣區帶來的機遇

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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2018上半年投資分析

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︰8 February 2018 (Thu) Time︰19:00 – 21:00 Venue︰23/F, Euro Trade ...

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Corruption Prevention and Professional Integrity - ICAC seminar for financial services practitioners (「防止貪污 專業誠信」金融服務界從業員廉政講座)

Speaker︰ Ms Katherine Ma 馬淑兒 女士 Senior Community Relations Officer (高級廉政教育主任) Date︰19 January 2018 (Fri) Time︰18:45 – 20:45 Venue︰23/F, Euro Trade Centre, 21-23 Des Voeux ...

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