LiPACE has launched the programme “DB003 Professional Diploma in Personal Financial Planning” accredited by The Institute of Financial Planners of Hong Kong (IFPHK) since 2000. In view of IFPHK’s recent revamping of the programme structure to cope with the fast-changing demands of financial services industry, this programme is restructured in accordance with IFPHK’s revamped programme structure.
Upon completion of:
FIN4065EP/FIN4070CP, students can sit for “AFP Certification
Examination”. Upon passing the examination plus one year experience, they can become an ASSOCIATE FINANCIAL PLANNERTM;
FIN4066EP-FIN4068EP/FIN4071CP-FIN4073CP students can sit for “CFP Certification Examination (level 1)”; and
FIN4069EP/FIN4074CP, students can sit for “CFP Certification
Examination (level 2)”. Upon passing the examination plus 3 years of experience (including 1 year counted under AFP Certification), they can become a CFP Certificant.
1. 5 subjects in HKDSE (including English language and Chinese language) at level 2 or equivalent*, or
2. Yi Jin Diploma, or
3. Recognized QF Level 3 certificate/Diploma in a related area, or
4. 5 passes in HKCEE (including English and Chinese at level 2 or grade E) or equivalent plus 1 year of relevant working experience, orAddress of the institution
8/F-11/F, Tower 2, Kowloon Commerce Centre, 51-53 Kwai Cheong RoadKwai Chung, N.T. /
201-203, Lai King Hill Road, Kwai Chung
*The information contained in this website is intended for reference only. You are advised to obtain the latest information directly from the relevant institutions.
Li Ka Shing Institute of Professional and Continuing Education (LiPACE)Programme type
Professional DiplomaAcademic structure
Part timeDuration of study
291 Hours year(s)