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 4,600, from Hong Kong and China.

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Our 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: …

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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: …

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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 …

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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 …

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輕省你的個人所得稅

Speaker︰ 何健偉 先生  Mr. Patrick HO 香港財務顧問協會副會長 Date︰28 May 2019 (Tue) Time︰19:00 – 21:00 Venue︰Multi-Function Rooms C-D, H6 Conet, G/F, The Center, 99 Queen’s Road …

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