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MEMBERSHIP
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How to become a member?
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Membership provides an opportunity to network with professionals engaged in a wide range of financial planning as well as a prestigious professional qualification.
Members of The Society fall into five categories: Student Member, Associate Member, Full Member; Fellow Member and Honorary Member.
The Society provides education and training to help you attain all these levels. The courses are taught by experienced professionals and academics.
For those with little or no knowledge of financial planning, it is necessary to complete the education program. Experienced professionals may qualify for membership by completing the Fast Track Programme through our exemption policy.
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Student Member
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All applicants having completed secondary education or equivalent may apply to be admitted by The Society as a student member before further qualifying as an Associate or a Member.
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Associate Member
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Student member passed any two papers of the qualifying examination with minimum one year relevant financial services experience will be awarded associate membership. Associate members will be allowed to use the designation 'AHKRFP'. Associates are non-voting members of the Society.
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Full Member
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Student members or Associate Members having passed all five papers of the qualifying examination with minimum two years relevant financial services experience will be awarded full membership. Full members will be allowed to use the designation 'HKRFP'.
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Fellow Member
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The Society will award the designation of 'FHKRFP' to full member who
1) has admitted as full member not less than three years, AND;
2) possesses a minimum of five years relevant financial services experience, AND;
3) has made significant recognized contribution to the profession or The Society.
4) Full members apply for fellow membership should accompany a statement to describe his / her contribution to the profession or The Society.
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Honorary Member
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The Society may from time to time award honorary membership to those who have made outstanding contribution to the profession or to the development of The Society.
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Code of Professional Ethics
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All members have to observe the Code of Professional Ethics because he/she has owe duties to the public, to his/her employers, to the profession itself and to the other members of the Society. please click here for detail guidance.
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Examination
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The Society maintains a high quality of membership by conducting examinations to potential members. Please click here for detail examination informaion.
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Membership annual subscriptions
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Student membership HK$400 per year.
Associate membership HK$600 per year.
Full membership HK$800 per year.
Fellow membership HK$1,000 per year.
Resident of China
Student membership RMB300 per year.
Associate membership RMB300 per year.
Full membership RMB500 per year.
Fellow membership RMB900 per year.
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Other fees
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Administration fee HK$600.
Exemption fee HK$600 per module.
Examination fee HK$600 per module.
Resident of China
Administration fee RMB200.
Exemption fee RMB350 per module.
Examination fee RMB350 per module.
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Member Not in Good Standing
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Some annual membership subscription dues are suspended unpaid by members. Their membership status are Not-in-Good-Standing. Membership standings are audited annually by the Society's auditors. Members have the responsibility to inform the Society of their contact address and e-mail address. Should any members not in good standing wish to re-join the Society, they have to fulfil the following conditions:-
1. Payment of administration fees at the prevailing rate.
2. Payment of all outstanding annual dues since membership not in good standing.
3. Submission of CPD reports since membership not in good standing.
The Society reserve the right to admit members not in good standing to the satisfaction of prevailing education requirements, this includes the requirements of sitting examinations at prevailing syllabus.
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