About HKRFP
Society of Registered Financial Planners ("HKRFP") is established to promote professionalism in financial planning. HKRFP is a self-regulatory and not-for-profit organization. It recognizes and registers qualified individuals who are in the field of financial planning including :
Professional Accountants
Legal Professionals
Credit Officers
Real Estate Agents
Insurance Intermediaries
Bankers
Stock Brokers
Investment advisers
Financial Consultants
Other similar professionals
Today, there are more choices in the number and types of financial assets and instruments than a decade ago. Complex financial instruments are promoted at banks, insurance companies and financial institutions with extensive media coverage. More than ever before, people look to financial assets to accumulate wealth in retirement and to reach their earlier financial goals. While everyone in the financial services business seems to be a financial planner, the 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. The members of HKRFP are required to take a holistic approach to assess and serve their client's financial needs. HKRFP believes people skills are at least as important, if not more than, as technical ones. All members of HKRFP are competent in financial planning, investment planning, insurance planning and tax planning and do care their clients' financial goals
Patrons Sir David AKERS-JONES GBM KBE JP Dr. Edmund TSE GBS Advisors CHAN Wing Luk Chairman of U Six Holdings Limited
Director of the Hong Kong Securities InstituteCHEN Po Sum (Mrs. Choi) MBE
Chairman
National Resource Security LtdPeter S. H. WONG Group Managing Director
Tai Fook Securities Group LimitedProf. Simon HO Dean School of Business
Hong Kong Baptist UniversityVincent M. LEE Managing Director
Tung Tai Group of CompaniesDr. Joe LEUNG Principal Adviser
Organizational Learning Consultancy LimitedDr. Anthony C.W. TAM President
Tung Wah Group of Hospitals Community College
The Chinese University of Hong KongAndrew P.S. TANG Deputy Chairman & General Manager
Hantec Investment Holdings Limited¡@ Hon Legal Advisors Christine KOO Robert C. K. TSUI New Syllabus Advisors Gary CHEUNG
Hong Kong Security InstituteSimon S.P. LEE
School of Business
Hong Kong Baptist UniversityPast Presidents Dr. Sidney SZE FHKRFP 2001 - 2004 Prof. Albert WONG FHKRFP 2004 - 2005 Prof. Joseph SIN FHKRFP 2005 - 2007 Dr. Sidney SZE FHKRFP 2007 - 2012 Council of Management
Dr. Sidney SZE FHKRFP President Michael FAN FHKRFP Vice President WONG Man Sek FHKRFP Vice President Alex LUNG FHKRFP Vice President Gevrard CHUNG FHKRFP Vice President Simon HO FHKRFP Hon Secretary Stephen HO FHKRFP Hon Treasurer Derek LEUNG FHKRFP Councillor Peter FOK FHKRFP Councillor Maggie KY MA HKRFP Councillor Calvin LEUNG HKRFP Councillor Dr. Clement WONG HKRFP Councillor China Development Committee Michael FAN Chairman Maggie MA Vice Chairman Stephen HO Vice Chairman Gerard CHUNG Simon HO Chris NG Education and CPD committee Alex LUNG Chairman Stephen HO Vice Chairman JoJo CHOY Alex CHUNG Peter FOK Simon HO Frankie HO Examination Committee Simon HO Chairman Stephen HO Vice Chairman Peter FOK Anckes HUNG Alex KU Sidney SZE Dr. Clement WONG Tong WONG Simon WONG External Affairs Committee Michael FAN Chairman Prof. Joseph SIN Vice Chairman Chi-Kin CHAN Cindy CHAN Dennis CHOW Carrie CHOY JoJo CHOY Jackson FOK Jessie HO Jannis KWOK Lawrence LEE Kennedy LEE Derek LEUNG Chris NG Stephen SO Ray SUNG Phoebe TSUI Michael WONG Simon WONG Tong WONG Hong Kong Development Committee Stephen HO Chairman Dr. Sidney Sze Vice Chairman Cindy CHAN Frankie HO Prof. Joseph SIN Membership Committee Stephen HO Chairman Gerard CHUNG Vice Chairman Alex CHUNG Michael FAN Peter FOK Professional Discipline Committee Gerard CHUNG Chairman Derek LEUNG Vice Chairman Roger YUEN Alex KU Anckes HUNG Editorial Board Dr. Sidney Sze Chairman Office Stephen HO Registrar Carrie LAI Administration Officer Dr. Lawrence KHOO Chief Technology Officer Society of Registered Financial Planners. © 2001-2012 All Rights Reserved.