Who we are
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.
MoreWe educate
In the past 12 months, our monthly seminars, with wide variety of topics related to financial planning services, were organized with great success.
MoreOur Membership
As at 2017, total memberships registered are approximately 3,000, from Hong Kong and China.
MoreOur Seminar
2019 2nd Half Year Investment Analysis 下半年投資部署分析
Topic content: 亂局市下的資產配置分佈 港股迎第四季走勢預測 貿戰及人民幣走弱下板塊及個股建議 逆市及業績期股份部署 Speaker: Mr. Michael Wong – President of HKRFP Date: Sept 16 2019 (Mon) Time: 19:00 – 21:00 Venue: …
FinTech Trends in 2019
Speaker : Mr. Raymond CHAN Convenor – AI Group Institute of Financial Technologists of Asia Limited Date: 30 July 2019 Tome: 19:00 – 21:00 Venue: …
Corporate Governance and Youth Personal Finance Workshop
Mr Michael Wong (HKRFP President) delivered a talk about Corporate Governance and personal finance at Hang Seng University on 04 …
Location matters in ETF selection 以成本考量選擇ETF交易地點
Speaker︰ 葉子健先生 Mr. Joe YIP Assistant Vice President, Exchange Traded Products (ETPs) Development Hong Kong Exchanges and Clearing Limited (HKEX) 交易所買賣產品助理副總裁 – 香港交易所 Date︰26 June …