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

New Economy Companies and Disruptive Technologies

Speaker︰ Dr. Lawrence C.W. Wong 王志榮博士 首席合夥人 - 亞洲大數據精英諮詢 & 環球華人精英諮詢有限公司 獨立非執行董事 及 內審委員會主席 - 快易通有限公司 Date︰18 September 2018 (Tue) Time︰19:00 – 21:00 Venue︰23/F, Euro Trade ...

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Speaker︰ Mr. Derek P.H.LEUNG,EMBA 梁寶衡 氣功師傅 master of Chiology, Metroradio and DBC host and Vice President of HKRFP 元氣自療學會 會長 新城財經電台及DBC電台節目主持人 香港註冊中醫師 香港中文大學中醫學碩士 城市大學行政人員工商管理碩士銜(EMBA) 註冊財務策劃師協會副會長 Date︰29 September 2018 (Wed) Time︰19:00 ...

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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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