✔ 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