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. The Hon Leo Tung-Hai LEE
GBM OBE JP Cav Gr Croce, Chev Leg d' Hon. Comm Leopold II, LLD,
Dr. Edmund TSE
GBS
Advisors
CHAN Wing Luk
Chairman of U Six Holdings Limited
Director of the Hong Kong Securities Institute
CHEN Po Sum (Mrs. Choi)
MBE
Chairman
National Resource Security Ltd
Charles CHENG
Executive Director and founder
Upbest Group Limited
Prof. Simon HO
Dean School of Business
Hong Kong Baptist University
Collin LAU
Managing Director
Baring Private Equity Partners (Hong Kong) Ltd
Prof. Erdener KAYNAK
Professor - School of Business Administration
Pennsylvania State University at Harrisburg
Vincent M. LEE
Managing Director
Tung Tai Group of Companies
Vincent LI
General Manager
Enterprise Value & Logistics Consultancy Division
Hong Kong Productivity Council
Dr. Joe LEUNG
Principal Adviser
Organizational Learning Consultancy Limited
Dr. Anthony C.W. TAM
President
Tung Wah Group of Hospitals Community College
The Chinese University of Hong Kong
Andrew P.S. TANG
Deputy Chairman & General Manager
Hantec Investment Holdings Limited
Thomas C. H. WONG

Deputy Director
School of Professional Education and Executive Development
Hong Kong Polytechnic University
Peter S. H. WONG
Group Managing Director
Tai Fook Securities Group Limited
Hon Legal Advisor
Christine KOO
Robert C. K. TSUI
New Syllabus Advisor
Gary CHEUNG
Hong Kong Security Institute
Simon S.P. LEE
School of Business
Hong Kong Baptist University
Past President
Dr. Sidney SZE FHKRFP          2001 - 2004
Prof. Albert WONG FHKRFP    2004 - 2005
Prof. Joseph SIN FHKRFP       2005 - 2007
Dr. Sidney SZE FHKRFP          2007 - 2008
Council of Management
Dr. Sidney SZE FHKRFP President
Michael FAN FHKRFP Vice President
Derek LEUNG FHKRFP Vice President
Alex LUNG FHKRFP Vice President
Simon HO FHKRFP Hon Secretary
Stephen HO FHKRFP Hon Treasurer
Gerard CHUNG FHKRFP Councillor
Peter FOK FHKRFP Councillor
William FUNG HKRFP Councillor
Calvin Leung HKRFP Councillor
Dr. Clement Wong HKRFP Councillor
WONG Man Sek HKRFP Councillor
China Development Committee
William Fung Chairman
Simon HO Vice Chairman
Roger YUEN
Gerard CHUNG
Stephen HO
Chris NG
Maggie MA
Dr. Clement WONG
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
Rita CHEUNG Assistant Administration Officer

Society of Registered Financial Planners. © 2001-2008 All Rights Reserved.