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Certified Financial Management Planner (CFMP™)

The Certified Financial Management Planner (CFMP™) is a professional designation developed 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, and course contents incorporate 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.

In response to the training needs of the Macao’s financial sector, the Macau Institute of Financial Services (MIFS) and the HKIB have jointly organized the CFMP™ program in Macao since 2009.

In 2021, in order to further enhance quality of the program and attract more participants, the MIFS, the HKIB and the University of Macao will jointly organize the CFMP™ program. After successfully completing the program, students will be awarded the CFMP™ professional designation.  

The 2021 public class is scheduled to begin on September 11, end in June next year, and the enrolments closed on August 27. The target participants are those who are interested in financial planning and management including financial practitioners, students, etc. The applicants are required to enrol in the CFMP™ program at the MIFS which is located at the Avenida Sidónio Pais, Nº. 1-B, Edif. Tung Hei Kok, R/C, Macau, and the CFMP™ courses will be held at the Faculty of Business Administration, University of Macau, E22.

The CFMP™ program consists of the following 7 subjects with 18 hours of each subject 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 CFMP™ program is shown below:

To enrol in the CFMP™ program, applicants are required:

Download Documents (in PDF format)

CFMP Application Form