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Career and Study

Professional Diploma in Personal Financial Planning


Professional Diploma in Personal Financial Planning

Course summary

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.

Professional Recognition
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.

Entry Requirement

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, or

Address 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.

Institution

Li Ka Shing Institute of Professional and Continuing Education (LiPACE)

Programme type

Professional Diploma

Academic structure

Part time

Duration of study

291 Hours year(s)