考CFP 可唔可以唔上course, 自己去報考得唔得??

2007-10-07 1:34 pm
唔駛理我有冇能力,
我意思係CFP o個邊會唔會接受直接報考試?
定抑或CFP 規定一定要完成六個單完既課程先可以考??
謝謝!

回答 (2)

2007-10-08 5:28 am
✔ 最佳答案
如果擁有以下專業資格者,可直接向香港財務策劃師學會(IFPHK)報考CFP認證考試而無須完成認可的課程:
01.Associate / Fellow of Association of Chartered Certified Accountants (ACCA/FCCA)
02.Associate / Fellow of Association of International Accountants (AAIA/FAIA)
03.Fellow of Australian and New Zealand Institute of Insurance and Finance (ANZIIF (Fellow))
04.Certified General Accountant (CGA)
05.Certified Management Accountant (CMA) ( Australia , Canada & US)
06.Chartered Accountant (CA) ( Australia , Canada , England and Wales , Ireland , New 07.Zealand , Scotland , South Africa , Zimbabwe , China)
08.Chartered Financial Analyst (CFA)
09.Chartered Financial Consultant (ChFC)
10.Fellow of Chartered Insurance Institute (FCII)
11.Associate / Fellow of Chartered Institute of Management Accountants (ACMA/FCMA)
12.Members of Chartered Institute of Public Finance and Accountancy (CPFA)
13.Chartered Life Underwriter (CLU)
14.Certified Public Accountant / Certified Practising Accountant (CPA/FCPA) ( Australia , Hong Kong , US )
15.Members of Hong Kong Bar Association
16.Members of Hong Kong Law Society
17.Fellow of the Society of Actuaries (FSA)
18.Doctoral Degrees in business or economics

另外,如果報考者曾經於十年內在本地或海外大學修讀過相關學科,可憑成績單向IFPHK申請成積轉移(Approval of Transcript Review)。詳情可參考IFPHK網頁:http://www.ifphk.org/en_cfp_cmcertification_education_educ_requirement_transcript.htm
2007-10-07 5:11 pm
No. You need to complete an authorized course. e.g. HKU Space


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