About Society of Registered Financial Planners (“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