IFPHK Confirms Course Exemptions for BA(PF) Students in CFP Certification

The Institute of Financial Planners of Hong Kong (IFPHK) has announced that students and graduates of the Bachelor of Arts (Honours) in Personal Finance Programme [BA(PF)] are now eligible for course exemptions in the Certified Financial Planner (CFP) Certification. This prestigious recognition affirms the high standards of the BA(PF) curriculum and its alignment with the professional certification requirements in the financial sector.

What benefits BA(PF) students and graduates will enjoy

Eligible BA(PF) students can enjoy exemptions from the following three courses of the CFP Certification Education Programme, streamlining their path towards obtaining the globally recognized CFP certification:
•    Course 1: Investment Planning and Asset Management
•    Course 2: Insurance Planning and Risk Management
•    Course 3: Tax Planning and Estate Planning

What Kind of Career Opportunities Will Be Enhanced for BA(PF) Graduates

Obtaining the CFP certification enhances professional credibility and significantly broadens career opportunities within the financial services industry, particularly in personalized finance and private wealth management. Graduates can look forward to improved job prospects and the potential for increased earning capacity.

What should BA(PF) students do if they are interested in applying for the CFP certification

Students interested in pursuing the CFP certification are encouraged to review the eligibility criteria and prepare the required documentation for exemption applications. For more details, please visit the IFPHK website at https://www.ifphk.org/certification/transcript-review.

**Details of the Pre-approved Subjects for Course Exemption: