International Association of Registered Financial Consultants HK & Macau

09/01/2026

當代財務策劃行政證書課程畢業暨
深認證財務顧問大師受證典禮， 今天下午於恒生大學隆重舉行🎉

24/12/2025

04/09/2025

國際認證財務顧問師協會港澳中心舉辦，並榮獲香港人壽保險經理協會 (GAMAHK) 擔任支持機構的「健康與財策」IARFC持續教育工作坊快將舉行。

日期： 2025年10月3日(星期五)
時間： 下午2時30分至4時30分 (2小時)
地點： 香港灣仔告士打道66號筆克大廈2樓201室 香港管理專業協會(HKMA）
語言： 粤語
費用： IARFC會員【註】免費 【註：持有效2025年IARFC會籍】
GAMAHK會員HK$100
非會員HK$150
持續教育學分： IARFC會員全程出席可獲RFC持續教育2學分
截止報名： 2025年9月30日(星期二) (額滿即止)

報名表格鏈結⬇️
https://drive.google.com/file/d/1JKTImtyM9IYcy8__Fou3BHEXX5dSZG-M/view?usp=sharing

06/05/2025

國際認證財務顧問師協會（IARFC）港澳中心與香港恒生大學（HSUHK）聯合舉辦的「當代財務策劃行政證書課程畢業暨資深認證財務顧問大師（MRFS）授證典禮」於2025年4月25日（星期五）在新界沙田小瀝源行善里香港恒生大學何善衡教學大樓馮堯敬堂順利舉行。該典禮旨在表彰完成進階課程的畢業生，並授予他們「資深認證財務顧問大師」（MRFS）專業認證，標誌着他們在財務策劃領域的卓越成就。

02/04/2025

IARFC Financial Forum "Empowering Futures...Strengthening Legacies"

In a rapidly changing financial landscape, the next generation faces unique challenges and opportunities. The IARFC Financial Forum conference is designed for financial professionals committed to guiding their clients towards sustainable wealth management while strategically growing their practice.

Through dynamic discussions, interactive workshops, and insightful presentations, attendees will gain the knowledge and tools needed to navigate the complexities of modern finance, foster intergenerational wealth transfer, and cultivate a thriving advisory practice.

Dive into exclusive insights and practical tools to build a solid reputation, elevate your brand, and grow both your business and personal skills. Network with seasoned professionals, absorb best practices, and find new ways to strengthen your team. Every decision shapes your future which makes attending the IARFC Financial Forum the one that accelerates your career and forges lasting connections. Don't miss this opportunity to transform your professional journey!

https://www.iarfc.org/events/financial-forum

02/04/2025

尊敬的IARFC會員：

假如您之前未克處理，IARFC港澳中心敬邀您從速完成延續2025年度會籍手續。

倘若您未能適時完成手續，您享有由IARFC頒授之專業認證 (包括RFC®, RFA, MRFS) 將不被延續。該等專業認證是您的榮譽，標誌您的教育、經驗及誠信皆達致專業水平。

我們珍惜為您服務的機會。如蒙您早日完成延續會籍手續，我們不勝感激。 請轉背頁

感謝您對IARFC的支持。如蒙垂詢，敬請致電 (852) 2368 5768何小姐。

敬祝

身體健康，業務興隆。

IARFC港澳中心 啟
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Dear IARFC Members,

If you have not yet completed the renewal process for your membership for 2025, the IARFC Hong Kong and Macau Center kindly invites you to do so promptly.

Please be aware that if you do not complete the renewal in a timely manner, your professional certifications awarded by IARFC (including RFC®, RFA, MRFS) will not be renewed. These certifications are a mark of your honor, reflecting your education, experience, and integrity at a professional level.

We value the opportunity to serve you and would greatly appreciate your prompt completion of the membership renewal process.

Thank you for your continued support of IARFC. Should you have any inquiries, please do not hesitate to contact Ms. Ho at (852) 2368 5768.

Wishing you good health and prosperous business.

Sincerely,
IARFC Hong Kong and Macau Center

Send a message to learn more

02/04/2025

大家好！好消息！

為期三天的IARFC大中華區2025年會將於2025年9月25日至27日於中國杭州舉行。年會主題為 "金融科技與財富傳承"。對IARFC會員來說，這年會是一個十分難得的機會，與頂尖專家一起探索最新的金融科技和財富傳承知識，並相互分享交流。

請速掃描二維碼報名。

查詢電話： (852) 2368 5768或 (852) 3152 2314。

#金融科技 #財富傳承

Hello, IARFC members, exciting news!

The 3-day IARFC Greater China Conference 2025, themed “FinTech and Wealth Succession”, will be held in Hangzhou, China from September 25 to 27, 2025. This is an exceptional opportunity for IARFC members to explore the latest updates on Fintech and Wealth Success alongside top experts as well as networking.

Please scan the QR code to sign up.

For enquiries, please call (852) 2368 5768 or (852) 3152 2314.

Succession

06/03/2025

Dear Financial Planning Advisors,

Lingnan Institute of Further Education cordially invites you to participate in our professional courses designed to enhance your financial planning skills and advance your career development.

- Enhance Professional Skills: Master the latest financial planning knowledge to stand out in the industry.

- Flexible Learning Mode: Lingnan Institute of Further Education offers practical courses that accommodate your busy work schedule.

- Expand Your Network: Connect with industry experts and build valuable professional relationships.

- Balance Theory and Practice: Courses are designed to meet market demands, allowing immediate application to your client services.

- Invest in Your Future: Enroll in the courses to add a competitive edge to your career development.

Enroll now to embark on a new chapter in your financial planning career!

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致財務策劃顧問：

嶺南持續進修學院誠邀您參與我們的專業課程，旨在提升您的財務策劃技能，推動您的事業發展。

- 提升專業技能：掌握最新財務策劃知識，助您在行業中脫穎而出。

- 靈活學習模式：嶺南持續進修學院提供實用課程，配合您忙碌的工作時間表。

- 拓展人脈網絡：與同行專家交流，建立有價值的業界聯繫。

- 實踐與理論並重：課程設計貼近市場需求，立即應用於您的客戶服務。

- 投資未來：報讀課程，為您的職業發展增添競爭力。

立即報名，開啟您的財務策劃新篇章！

#財務策劃 #專業發展 #持續學習 #事業提升 #技能升級 #嶺南持續進修學院 #金融教育 #職業培訓 #行業領先 #未來投資

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資深財務策劃顧問證書課程 Certificate in Financial Consulting (Executive Program) 將於2025年2月下旬再度展開。

² 課程獲IARFC認可，學員如成功修畢，除可獲嶺南大學持續進修學院頒授證書外，如同時符合IARFC的規定，將可獲頒授 認證財務顧問師(RFC) 專業認證

² 課程已加入持續進修基金(CEF)可獲發還款項課程名單內 (編號：33C118009)CEF%20

² 學員在「法例及稅制」(8課時)及「財務策劃顧問之專業實踐 - 個案研究」(6課時)出席率達 100%，可獲：

(1) 持牌保險中介人持續專業培訓(CPD) 活動14小時 (編號80/144/02); 及

(2) 強制性公積金附屬中介人持續專業進修非核心(non-core)活動14小時

增進專業知識、獲取國際認證、提升專業地位

課程截止報名日期為 2025年2月16日(星期日)。課程詳情及報讀申請表請見附件。

² 另成功修畢「當代財務策劃行政證書課程」(Executive Certificate in Contemporary Financial Planning Program) 的學員，如同時符合IARFC的規定，將可獲頒授 認證財務顧問師(RFC) 及 資深認證財務顧問大師(MRFS)專業認證

06/03/2025

An Invite to the IARFC Financial Forum

IARFC Trustee Chair Barry L. Dayley, MRFC®, CFP® invites you to the IARFC Financial Forum in Orlando, Florida April 23-25. The venue is the World Center Marriott. Find out more by going to www.iarfc.org.

#奧蘭多活動 #金融專業 #世界中心萬豪 #財富管理 #金融教育
#4月活動