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. 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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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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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︰5 December 2017 (Tue) Time︰19:00 ...

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Essential Asset Management Update: HK Regulatory Developments

Speaker︰ Mr. Hugo Ngaw 柯曉宇律師 Group Legal Counsel of Convoy Financial Group Date︰15 November 2017 (Wed) Time︰19:00 – 21:00 Venue︰23/F, Euro Trade Centre, 21-23 Des Voeux ...

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