CFP Hong Kong study guide
CFP Hong Kong · Work through your exam, one topic at a time.
The CFP Hong Kong Certification Examination is the assessment step for candidates working toward the Certified Financial Planner credential in Hong Kong. It is aimed at practitioners who advise clients across the whole financial picture rather than in a single product line: bank relationship managers, insurance and MPF advisers, independent advisers, private bankers, and compliance or product staff who want a planning-level understanding of their work. The CFP Hong Kong study guide has 6 sections and about 2,166 words.
01Financial Management and Insurance Planning
This domain tests how you convert a household's financial data into a funded risk-management plan. Expect cash-flow analysis, ratio interpretation, insurance needs, policy features, and Hong Kong conduct rules.
396 words, about 2 min02Investment Planning and Asset Management
This domain tests portfolio construction, risk measurement, product due diligence, and Hong Kong market regulation. You must distinguish asset allocation from product selection and justify performance with evidence.
351 words, about 2 min03Retirement Planning and Employee Benefits
This domain tests Hong Kong's retirement architecture and employee benefit design. You need MPF and ORSO rules, statutory entitlements, retirement-need projection, and the limits of public schemes.
355 words, about 2 min04Tax Planning
This domain tests Hong Kong's territorial tax system and lawful planning. You must compute salaries tax, identify deductions and allowances, and apply profits tax, property tax, and stamp duty without crossing anti-avoidance lines.
364 words, about 2 min05Estate Planning and Wealth Transfer
This domain tests how Hong Kong assets pass on death and how to structure transfer efficiently. Expect wills, intestacy, probate, trusts, nominations, joint ownership, and cross-border issues.
359 words, about 2 min06Financial Planning Practice and Ethics
This domain tests the financial planning process, regulatory boundaries, and ethical judgment. Questions often turn on disclosure, suitability, confidentiality, and conflicts of interest rather than product knowledge.
341 words, about 2 min