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BusinessFinance and Investment

Advanced Diploma in Financial Planning
財務策劃高等文憑

Course Code
FN005A
Application Code
1535-FN005A

Study mode
Part-time
Start Date
09 Oct 2017 (Mon)
Next intake(s)
01 -2018
Duration
1 year to 2 years
Language
English
Course Fee
Business modules $3,900- $4,500
AFP module: $12,950
CFP level 1 & 2 modules: $4,500
Apply Now
Deadline on 06 Oct 2017 (Fri)
Enquiries
28678391
2858 4750
AFP, the Foundation level of CFP, is set to launch on October 9. Apply Now.

快啲報名啦,足夠 預備 絕對唔難合格: 2017 年 6 月份 CFP資格認證考試,基礎階段考試及第一階段的考試合格率相若,分別為 64.52%及 64.1%。而第二階段的及格率則為 38.57%...source: IFPHK

根據IFPHK每年調查結果, 2016年CFP專業人士入息中位數介乎60萬至80萬,收入超越100萬者佔21.6%. 快快考返個牌增值.

This programme prepares students for the CFPCM Certification Examination (Foundation Level) and Certified Financial Planning CM Level 1 and 2 examinations organized by the Institute of Financial Planners of Hong Kong. In addition, the programme also enables students to enter Year 3 of Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services degree programme.

完成財務策劃高等文憑課程, 學生可直接入讀 ENU 第三年學士學位, 並可同時為您賺取CFPCM專業資格. Articulation to Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services

The Institute of Financial Planners of Hong Kong (IFPHK) has announced new Associate Financial PlannerTM (AFPTM) and Certified Financial PlannerCM (CFPCM) education programmes for the benefit of professionals working in the Financial Planning industry.

There are now three levels of education programmes and examinations leading to the AFP and CFP qualifications: the AFP Education Programme (120 hours), CFP Level 1 Education Programme (120 hours) and CFP Level 2 Education Programme (40 hours).

Students must progress through each level one at a time to obtain the AFPTM and CFPCM qualifications.  Students can approach the IFPHK to learn the details of the various education programmes and AFP course exemption. 

Please click HERE to DOWNLOAD 2017 September / October class schedule.

Obtaining the Advanced Diploma/Diploma in Financial Planning

Students who complete all 12 modules in the programme (AFP, CFP Level 1, CFP Level 2 and business modules) will be awarded the Advanced Diploma in Financial Planning. Students who complete the first 5 modules (AFP, CFP level 1 and CFP Level 2) will be granted an exit award, the Diploma in Financial Planning.

Obtaining the AFP/CFP qualification

This programme also allows students to sit for the AFPTM and CFPCM Professional examinations run by the Institute of Financial Planners of Hong Kong. Students who complete the AFP module will qualify to sit for the CFPCM Certification Examination (Foundation Level). Similarly, students who complete the CFP Level 1 modules will qualify to sit for the CFP Level 1 Certification Examination. Students who continue on to complete the CFP Level 2 module will qualify to sit for the CFP Level 2 Certification examination.

Students who complete all the AFP, CFP Level 1 and 2 and business modules will be able to enter Year 3 of Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services programme. Students will also be awarded the Advanced Diploma in Financial Planning.

Application Code 1535-FN005A Apply Online Now
Apply Online Now

Days / Time
  • Mon - Fri, 6:45pm - 10:15pm
Duration
  • The Advanced Diploma in Financial Planning consists of 532 lecture hours while the Diploma in Financial Planning consists of 280 lecture hours.
Venue

HKU SPACE has revamped its Advanced Diploma in Financial Planning to incorporate the AFP and CFP education programmes. The full programme now consists of 12 modules as follows:

 AFP Module

  1. Fundamentals of Financial Planning for AFP

 CFP Level 1 Modules

  1. Insurance Planning and Risk Management
  2. Investment Planning and Asset Management
  3. Tax Planning and Estate Planning

CFP Level 2 Module

  1. Advanced Financial Planning

 Business Modules

  1. Principles of Accounting
  2. Economics
  3. Law
  4. Basic Finance
  5. Management Information Systems
  6. Organization and Management
  7. Marketing of Financial Services

Exemptions from the 7 business courses may be granted to those who have completed equivalent courses at recognised post-secondary institutions or professional examinations. For the Advanced Diploma, the maximum number of exemptions are 6 courses.

The  September & October 2017 class schedule is available now:  CFP-2017Sep

 

 

 

Applicants should

  • have gained in the HKCEE Grade E in 3 subjects and Level 2 in Chinese Language and English Language; OR
  • have gained in the HKDSE Level 2 in 5 subjects; OR
  • be aged 21 years of age or above and have 3 years of work experience.

*With effect from 2007, HKU SPACE recognizes Grade E previously awarded for Chinese Language and English Language (Syllabus B) (Grade C in the case of English Language (Syllabus A)) at HKCEE as an acceptable alternative to Level 2 in these two subjects at HKCEE.

Application Fee

HK$150 (Application fee is non-refundable)

Course Fee
  • Business modules $3,900- $4,500
    AFP module: $12,950
    CFP level 1 & 2 modules: $4,500
  • The CEF Institution Code of HKU SPACE is 100

CEF SectorBusiness Services

CEF Courses
Organization and Management (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 21Z06088-0 FEES $4,150 ENQUIRY 2867-8468

CEF SectorFinancial Services

CEF Courses
Fundamentals of Financial Planning for AFP (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z08651-6 FEES $12,950 ENQUIRY 2867-8468
Insurance Planning and Risk Management (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06301-A FEES $4,500 ENQUIRY 2867-8468
Investment Planning and Asset Management (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06302-8 FEES $4,500 ENQUIRY 2867-8468
Tax Planning and Estate Planning (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z08652-4 FEES $4,500 ENQUIRY 2867-8468
Advanced Financial Planning (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06305-2 FEES $4,500 ENQUIRY 2867-8468
Principles of Accounting (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06307-9 FEES $3,900 ENQUIRY 2867-8468
Economics (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06306-0 FEES $3,900 ENQUIRY 2867-8468
Law (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06308-7 FEES $3,900 ENQUIRY 2867-8468
Basic Finance (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06309-5 FEES $4,150 ENQUIRY 2867-8468
Management Information Systems (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06310-9 FEES $4,150 ENQUIRY 2867-8468
Marketing of Financial Services (Module from Advanced Diploma in Financial Planning Programme)
COURSE CODE 23Z06311-7 FEES $4,500 ENQUIRY 2867-8468
Continuing Education Fund reimbursable programme Continuing Education Fund reimbursable programme (selected modules only)
Some modules of this programme have been included in the list of CEF reimbursable programmes. Application for CEF has to be made before commencement of the modules.

Online Application Apply Now

Application Form Application Form

Enrolment Method

New Applicants

       All new applicants for the Associate Financial Planner, CFP Level 1 and CFP Level 2 education programmes should download the brochure and fill in the application form at the back of the brochure. New applicants should follow the instructions in the brochure  for paying the $150 application fee and submitting the application form. 

       New applicants should also register as AFPTM or CFPCM candidates with the Institute of Financial Planners of Hong Kong.

Payment Method

The course fee for Fundamental of Financial Planning for AFP is HK$12,950 including all teaching materials. Textbook is excluded. Payment is made by three installments. 

The course fee for CFP level 1 and level 2 modules is $4,500.

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