Professional Diploma in Financial Planning (Aug 2009 - Dec 2009)
Public awareness in financial planning has grown rapidly in recent years. With the outburst of Global Financial Crisis in October 2008, benefit of client and financial governance suddenly comes top on the list of priorities. This knowledge can best be learned through special programs offered by the HKRFP.
Upcoming HKRFP public examination will be held in December of this year in Hong Kong. Candidates for the exams should enroll on or before Nov. 15, 2009. Enrolment forms and exam details are posted at the HKRFP office and on its official website (www.hkrfp.org). To assist candidates in the preparation for the exams, the Society is now offering program "Professional Diploma in Financial Planning (財務策劃專業文憑)" from 09 August to 05 December of 2009 and designed for all Hong Kong finance practitioners who wish to take a lead in knowledge and skills. It covers the hard-knowledge in finance, insurance, investment and taxation, and soft skills, such as positive thinking and effective communication, which will optimize the professional standard as well as help to build long term relationship with clients. Program will be conducted by qualified veterans in Cantonese. Participants, with success in the HKRFP public examinations and through formal application, will be awarded the HKRFP Certificate and relevant memberships of the Canadian NLP Academy and the ABNLP.
Duration: 08 August to 05 December 2009
Time: 6:30 to 9:30 pm Tuesday, Wednesday, Thursday
1:30 to 5:30 pm Saturday
Language: Cantonese (Supplemented with English)
Fee: $13,800 (HKRFP Student Membership and Public Examination fee included)
Application Deadline: 18 July 2009
Modules Description
FP3010 - Financial Planning
FP3020 - Insurance Planning
FP3070 - Professional Behaviour and Financial NLP
FP3030 - Investment Planning
FP3040 - Tax Planning
FP3050 - Best Practices for Financial Planners
Enquiry:
Ms. Carrie Lai
Tel: (852) 3105 1744
Fax: (852) 2186 7136
Email: info@hkrfp.org
Download Course program;
To learn more about the above program, you are cordially invited to attend an information session, with details as follows:
Date: 8 July 2009 (Wednesday)
Venue:4/F, Sunning Plaza, 10 Hysan Avenue, Causeway Bay, Hong Kong
Time: 7:00 - 8:00 pm
Download Briefing Session Enrolment Form;
Remarks:
1.Typhoon/Black Rainstorm
Classes in the afternoon (1:30 每 5:30 pm) or evening (6:30 每 9:30 pm) will be cancelled if : - (a) typhoon signal no.8 or above or black rain signal remain hoisted at, or
(b) the HK Observatory announces typhoon no.8 or black rain signal will be hoisted at/after.the following time: 11:00 am and 4:00 pm respectively.
Students will be notified when the class will be made up.
2.Applications will be accepted on as first-come-first-served basis. The Academy of Registered Financial Planners reserves the right to make changes as appropriate regarding the arrangements of program instructions, contents, timetables or venues. Enrolled applicants will fully be refunded in case of cancellation or termination.
The Academy of HKRFP also launched Challenged Exam Mode to help students to completed the examinations.
An announcement about Guangzhou training provider 廣洲培訓机構声明
The results of 6th Hong Kong Financial Planners of the year Award 2008
This was the 6th annual event of HKRFP and being the poineer in organizing Award to honour and recognize the professionalism of financial planners. The Award Chairman Mr. Michael Fan announced the winners for the 6th Hong Kong Financial Planners of the year Award at The Mira Hotel on November 27 2008. The Awards were presented by Guests of Honour: The Hon Paul CHAN Mo-po MH, JP member of Legislative Councillor (Accountancy); Sir David AKERS-JONES GBM KBE JP, Patron of Society of Registered Financial Planners (HKRFP); Mr. Felix Lau , Vice President and Head of Sales & Distribution of CITIC Ka Wah Bank; Mr. Jones Lam, Vice President and Head of Financial Planning of American International Assurance (Bermuda) Limited and Mr Quincy Wong, Chief Executive Officer of Convoy Financial Group.
Hong Kong Group
Miss.LEE Sum Wah,Angel, 李心華小姐 - Gold Award,
Ms. CHOY Miu Yung, Winsome, 蔡妙容小姐 - Sivler Award,
Mr. LAI Sze Yan, Vincent, 黎仕仁先生 - Silver Award,
Ms. CHAN Mei Ling Fion, 陳美玲小姐 - Bronze Award,
Ms. CHAN Ho Kai, Marco, 陳澔基先生- Certificate of Merit
Ms. CHU Po Ling, Bobo, 朱寶鈴小姐 - Certificate of Merit
Ms. LAM Wai Fong, Gloria, 林蕙芳小姐Certificate of Merit,
Ms. LEUNG Tsz Ki, Eva, 梁子琪小姐 - Certificate of Merit,
Mr. TONG Shui Yau, 湯瑞有先生- Certificate of Merit,
The Chartered Institute of Management Accountantds (ICMA) has organized a networking visit to Nanhai Government officials, the objective to provide an opportunity for members and students members of CIMA, CMA Certified Management Accountants (CMA Canada), HKRFP and AWAHK (The Association of Women Associations) to understand Nanhai serves as financial center support for Guangzhou and Shenzhen, meet Nanhai Government official to seek business opportunities and network among fellow members and associations. During the trip, the delegates were well received with officials and enjoy excellent food (especially selected by Nanhai officials) and sightseeing of Nanhai. It was just relaxed, learning and business network.
The 6th Annual Hong Kong Financial Planner of the Year Award press conference was held on August 06 2008 to kick off the event. As you may aware, our Society (HKRFP) is the pioneer to provide an open platform for all financial planners from any professional designations in Hong Kong to compete for this prestigious award in financial planning.
The Best of the Best (專業殊榮 業界共賞) is the theme of the 6th Annual Hong Kong Financial Planner of the Year Award. This year, we bring in “Olympic Spirit”to the competition. Olympic Spirit strives to inspire and motivate all our financial planners to deliver highest standard of financial planning service to the general public in Hong Kong and win the valuable recognition.
May I encourage each of you to participate in this meaningful event or motivate your friends to participate. You can visit our website www.hkrfp.org for more information and to download enrollment forms.
Exciting 2008 Olympic game opening ceremony will be held tonight, a showcase for China. The Best of the Best, a showcase for financial planners who strive for excellence.
Enclosed the press releaease and photo for your information.
The Council has approved to reduce CPD requirements of 30 hours to 15 hours to cope with the latest professional development. This newly introduced requirement will be effective as from October 01 2008 CPD reports.
AGM 2008
The 2008 Annual General Meeting of the Society of Registered Financial Planners was held at 6:00 p.m. on 27 August 2008 (Wednesday) at 5/F, Sunning Plaza, 10 Hysan Avenue, Causeway Bay, Hong Kong to conduct the
following business conducted:
1. Consider the President’s report
2. Consider financial report of the Society
3. Elect Councillors
4. Appoint Auditors
5. Any other business
The following Councillors were elected to serve the Council for the year 2008-2009:
President - Dr. Sidney Sze
Vice President - Alex Lung
Vice President - Michael Fan
Vice President - Derek Leung
Hon Secretary - Simon Ho
Hon Treasurer - Stephen Ho
Councilor - Dr. Clement Wong
Councilor - Peter Fok
Councilor - Michael Wong
Councilor - Calvin Leung
Councilor - Gerard Chung
Councilor - William Fung
SiChuen Donation - 四川8級大地震
5.12 中國四川發生8級大地震，最少造成逾萬人死亡，大量民房及學校倒塌，仍有無數平民被活埋瓦礫之中。
註冊財務策劃師協會(HKRFP)現呼籲各會員踴躍捐款，減輕災情。如有意透過本會捐款之會員(以支票捐款)，捐款方法如下：
1) 填妥附件捐款表格及劃線支票乙張，支票抬頭「香港紅十字會中國賑災金」或 “Hong Kong Red Cross China Relief Fund";
2) 2008年6月30日前郵寄上述資料至本會辦事處: 香港灣仔軒尼詩道338號北海中心25樓E室。本會收納善款後，馬上轉交至香港紅十字會，對受災地區提供緊急賑濟、重建及備災等援助，作為對災民的一點心意。
有關災情及救助消息，可瀏覽http://www.redcross.org.hk/home.cfm?Mid=2280&FMid=106&SMid=108&popup=0 。下載表格 交由本會代辦。如有任何查問，歡迎致電(852) 3105 1744與黎小姐聯絡。
HKRFP協會代表災民感謝以下會員率先捐贈：
Chu Lap Ying, Lee Ning Yee Francis, Fan Wai Kong, Michael, Lung Chung Wing, Leung Oi Yan, Leung Hiu Yan, Leung Wai Yunen, Chan Nai Hing, Ho Chi Sing Simon, Chung Wai Hung, Gerard, Sze Tak Chee, Sidney, Ho Cheuk Sun, Stephen, and Chan Ming Sum, Chris.
Conference on International Exchange of Professionals 2008中國國際人才交流大會
由:國家外國專家局、深圳市人民政府主辦的2008中國國際人才交流大會” Conference on International Exchange of Professionals” 將於2008年11月28、29日深圳會議展覽中心舉行。
会长的话：中文版
Dear Members,
Where do we come from? What are we? Where are we going? These three simple yet profound questions were at my heart when I was elected on 3 October 2007 as President for 2007/08. As Founder President, I think members with us long enough may also have these questions in their mind from time to time.
The next morning, I received a call from one of our members pointing out a particular area that the Society should rectify. It is a good indication that our members do care about the Society.
Looking back, the Society's inauguration ceremony was held on 7 May 2002. Honourable guests such as Sir David Akers-Jones, Patron of HKRFP, The Honourable Bernard Chan & Dr. Eric Li, President, Registrar and Secretary-General of Hong Kong Institute of Certified Public Accountants and representatives from other professional organizations were present at the ceremony. In Sir David’s speech, he emphasized: “As the industry develops, the role of a self regulating body such as HKRFP will be more important in charting the future direction of the industry as well as enhancing professionalism of the practitioners in the field. I would like to add that this day has just marked the beginning of the challenges the Society will face in achieving its mission. I am sure with the leadership of the advisors and the board members, the Society will become a powerful body in protecting public interest as well as governing the professional standard of practitioners in the industry.” Do we meet the expectations of our Patron?
Today Hong Kong has achieved impressive economic growth for several years in a row. Credit must be give to the leadership, vision and competence of professionals in our business enterprises and non-profit organizations. Professional financial planners are now able to contribute in a great way to further enhance Hong Kong’s position as an international financial centre. We must constantly make self-improvements; make innovations in products and services; increase productivity and competitiveness; and promote best practices in financial planning. I urge members of our Society of Registered Financial Planners to direct their energies towards these key objectives. In this term, action plans of your Council include organizing four seminars and publishing four issues of our Financial Planner Bulletin.
You are always welcome to contact me by phone, email, or come to my office to brainstorm on what are professional financial planners going and in particular what is our Society of Registered Financial Planners going.
Dr. Sidney Sze
President
Scholarships award to VTC SBI
The Society presented Scholarships award to outstanding performance students of VTC School of Business and Information System (SBI) 2006/2007 on April 25 2007 at VTC Tsing Yi, Hong Kong.
South China University of Technology - Graduation Ceremony for 2006 graduates
The Society and South China University of Technology, Guangzhou, China presented certificates to graduates of Professional Diploma for Financial Planning students in June 2007.
The Society has authorised Sichuan University to organise Professional Diploma in Fianacial Planning programs w.e.f November 2006. Further details from web site: http//:www.hiyouedu.com.
The Outstanding Financial Planning Award for Hong Kong Undergraduates 2007
The Outstanding Financial Planning Award for Hong Kong Undergraduates 2007 was organised by American International Group to raise the awareness of the financial planning industry among students. This inter-university financial planning award has received overwhelming response from students of the seven (7) participanting local universities. Prof. Joseph Sin represented HKRFP as a Judge for the competition.
Joseph Sin and Joes Lam
Group picture
Professional Diploma in Financial Planning - Intake 11 - July 2007 -Organised by HKPC
The intake 11 of the program prepares participants for the professional examinations offered by the Society. This practical program is also suitable for SMEs' executives and individuals for improving competency in financial and investment planning.
It will be started from July 2007.
It has been included in the list of reimbursable courses for the Government's Continuing Education Fund (CEF). CEF course code no. 23F00865-2. You may visit her web site www.info.gov.hk/sfaa/cef (tel for enquiry: 3142 2277) for details and download the CEF Application Form from www.info.gov.hk/sfaa/cef/intro.htm.
It also included in the list of SME training fund. You may visit her web site www.smefund.tid.gov.hk for further information.
This program has been accredited by Hong Kong Council for Academic Accreditation (HKCAA) with 105 credit hours since 26 June 2002, please refer to Education program www.hkcaa.edu.hk. The program is organised by Hong Kong Productivity Council. Please download the brochure for details and the enrollment form for application.
The application for enrollment will be closed on 15 June 2007.
Inquiries:
Enrollment: Ms Tang Tel:2788 5331 email: karent@hkpc.org
Program web: www.hktrainingonline.com (keyword search: 40053174)
MA in Financial Planning & Wealth Management
HKRFP is jointly organised with Middlesex University UK the Master of Arts in Financial Planning & Wealth Management in Work Based Learning. Middlesex University is ranked second highest in UK. The program offered HKRFP full members and fellow members chance to advance themselves to Master degree.
Enquiries:
HKRFP: Ms Carrie Lai 3105 1744 Enrolment Form for Part I Middlesex University: Ms Karen Yip 2861 3660 Application Form for Part II
The Signing ceremony
Group picture
University of International Business and Economics - Beijing - Jan 13 2007
University of Internatioal Business and Economics - Beijing is one of China's leading centers for the study and research of international trade and finance. The School is an established, research-intensive institution including seven departments and ten research centers. It has strong international relationships and collaboration programs. Graduates of the School have obtained desirable academic positions and responsible employment in both public service and private industry, especially in international trade and financial sector.
The Society is delighted to authorize University of International Business and Economics to offer financial planning programs at Beijing. The program will started January 2007.
Students may visit the following web site for The University details.
Signing ceremony
Guangsi University launched HKRFP Professional Diploma program
The Society has authorised Guangsi University as one of HKRFP's training providers in China. Guangsi University will launch HKRFP's professional Diploma program and students will participate in December 2006 examinations. Welcome to HKRFP members in Guangsi.
The Recognition of Financial Planners Index press release was held at Baptist University on August 30 2006: ，Chinese press release; ，English press release. This year the Index is increased by 5. The current Index is 43.4. This year we focused the study on Hong Kong retirement affairs and updated last years finding.
Guangzhou - South China University of Technology - Graduation ceremony
There was an graduation ceremony held on July 14 2006 at South China University of Technology. The graduates were very happy to receive the diploma for their hard work and recognition.
Broadcasting Programme of Financial Education Course for Elderly
The Society has co-operate with Tung Wah Group of Hospitals, Healthy Budgeting Family Debt Counselling Centre to cultivate healthy budgeting and investment values to family and elderly through a series of financial education programmes including community exhibition, financial talks and educational groups. There will be a series of Broading Programme of financial education and talks for Elderly at the Radio Television Hong Kong in Augest and September 2006.
A Kick off ceremony will be organised at the Assembly Hall of the Radio Television Hong KOng on Friday, 18 August 2006 2:30 p.m.
New Syllabus
The current Syllabus has been used for examinastions since the Society was established, a new designed syllabus was compiled by Dr. Clement WONG to enhance current syllabus with updated knowledge and current information related to financial planning to meet the dynamic market. Thank you to Clement Wong for his voluntarily hard work. The new syllabus task force committee was formed and leaded by Mr. Stephen HO to implement this new syllabus. The time frame for implementation will be announanced later, as it will affect candidates sitting the Society's examinations. Piror announcement of new syllabus, the syllabus displayed on the web are applicalbe to current examinations.
Luncheon with Dr. The Hon Leo Tung Hai LEE
Having a luncheon meeting with our patron Dr. The Hon Leo LEE on 1st August 2006, the management team of the Society has reported the current status of the Society, discussed future directions of the Society and the impact about the proposed GST to financial planning.
There was a followship at Hong Kong Jockey Club , 7 Floor Happy Valley Racecourse on April 26 2006. The Councillors and members have exchanged their ideas on the HKRFP. Herewith a snapshot.
Group Pictures
澄清聲明
本會近年因會內外的各方支持，在海內外與各有關等業團體及高等院校有密切合作，並積極參與社會服務，會務及成員在財務策劃專業領域不斷發展及提升。亦因本會提供之培訓及學業認可在當今迅速發展之金融理財業極具價值，引致不少不法之徒趁機作各種非法之假冒、盜用知識產權等之非法活動以謀取非法利益，此等活動，侵害有關會員、學員專業利益、引起混郩和不便，請各界提高警惕，以辨真偽。
至於近日有機構以“中國註冊理財規劃師協會" (The Chinese Institute Of Certified Financial Planner) 或 (The Chinese Institute Of Certified Financial Programming) 在其網站及廣州日報刊登有關本會改變在國內之授權及與其有合作培訓等之公告，皆不真實。本協會亦沒有和“中國註冊理財規劃師協會"(The Chinese Institute Of Certified Financial Planner) 或 (The Chinese Institute Of Certified Financial Programming) 有任何合作或授權。本會亦已將該等不真實之非法及侵權行為交與有關執法部門包括各地警方等處理。查該等組織居然以謀利之合夥型式或以工廠大廈之地址並以非本地人之身份作組織登記及開展活動。
An announcement about China authorised program orangizers
The Society in respond to a recent advertising in China concerning authorised program organizers, please click for details of our announcement.
An announcement about CICFP
Please note that our Immediately Past President, Mr. Albert Wong has an anouncement about CICFP.
Extra-ordinary General Meeting - July 21 2005
The Society's Extra-ordinary General Meeting has been held successfully on 21 July 2005 4:00 pm at 23/Floor Man Yee Building, 68 Des Voeux Road Central, Central, Hong Kong and the following business were resolved:
1. To change name of Association i.e. to drop the word "Limited",
2. New designation for members i.e. Fellow - FHKRFP, Full member - HKRFP, Honorary member - HKRFP (Hon.), Associate member - AHKRFP.
3. Amended
Articles of Association as posted herewith.
Citic Ka Wah Bank graduates
Citic Ka Wah Bnak, one of the corporate member of RFP, has conducted the financial planners program for their staff. On April 08 2005, Ms Lorainne Lam, Executive Vice President, Mr. Felix Lau, Senior Vice President of Citic Ka Wah Bank presented certificates to Citic Ka Wah Bank Intake 2 graduates. Mr. Albert Wong presented prizes to three top score students, Fung Suki - Financial Planning, Ho Siu Lung - Tax Planning, and Tong Shui Yau - Best Practices for Financial Planners, each of them have got a cash prize of $1,000.
Hong Kong Management Association - Professional Diploma in Financial Planning
The above mentioned program organized by Hong Kong Management Association will be started from July 18 2005 to October 27 2005. The application will be closed on or before July 4 2005.
Please click thw web for details: HKMA
CPD report for 08/09
The Society undertakes to assure the public in the quality of professional services of HKRFP members. The Continuing Professional Development ("CPD") requires the HKRFP members to observe in order to maintain and improve their professional competence and to meet the public expectations about the quality of their services. Members are required to accumulate a minimum of 15 CPD hours, for the period from 1 August 2008 to 31 July 2009. Please complete the declaration form and return it to the Society on
or before 31 August 2009. Please visit web site www.hkrfp.org for details.
