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IFS

 

Certified Financial Management Planner - CFMP™

The Certified Financial Management Planner (CFMP™) is a professional designation developed, implemented and conferred by the Hong Kong Institute of Bankers (HKIB). It aims to improve students’ understanding and knowledge of issues relating to financial planning and advising. This is the first-ever financial planning program in Hong Kong which has incorporated the banking elements, banking ordinance, investment products and market. It has been widely recognized by leading banks and other financial institutions in Macao, Hong Kong and Mainland China.

The Macau Institute of Financial Services (IFS) and the HKIB have jointly organized the CFMP™ courses in Macao since 2009 for seven consecutive batches since the 1st batch starting in November 2009. As the program has been well received, in response to the market need, the HKIB and IFS continue offering the CFMP course in 2017.

The CFMP™ program consists of the following 7 modules with 18 hours of each module in two stages:

Stage 1:
Module 1: Regulatory Environment for Banking & Financial Planning
Module 2: Investment Products and Markets
Module 3: Essentials of Banking and Financial Planning

Stage 2: 
Module 4: Insurance and Retirement Planning
Module 5: Tax and Estate Planning
Module 6: Fund and Asset Management
Module 7: Financial Planning and Management

The entry requirement for the course is Form 5 plus 2 years’ banking or finance-related working experience, or Associate Degree OR above. To enroll in the course, candidates need:

  1. To fill in the enrollment form;
  2. To submit a copy of identity card, and relevant true copies of transcript/certificate/diploma, or working experience proof document;
  3. To pay the tuition fee;
  4. To apply for the HKIB membership if candidates wish to take the exam.

Download materials (in PDF format)

Enrollment Form
HKIB 2017 Membership Application Form 
Exemption Form