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Hong Kong and Macau Chapter

The IARFC Chapter for Hong Kong and Macau was established in 2003 in Hong Kong to promote the Registered Financial Consultant (RFC®) and the Registered Financial Associate (RFA®) professional designations and the related education programs. In 2023, the Chapter began offering an advanced designation, the  Master Registered Financial Specialist (MRFS).  Application processing, membership inquiries, and Continuing Education activities are part of the services provided by the Chapter.
 

Officers-in-Charge

Honorary Chair Mr. Samuel Yung, RFC®     Email:  chair@iarfc-hk.org
Chair Dr. Teresa So, RFC®     Email:  chair@iarfc-hk.org
Executive Director Mr. Allan Wan, RFC®     Email:  admin@iarfc-hk.org
 

MRFS program - Hong Kong/Macau

Executive Certificate in Contemporary Financial Planning jointly organized

with the School of Business of The Hang Seng University of Hong Kong.
Dates for June 2023
 

"Trust"

1 June 2023 - 09:00 - 16:00 (Thu)
2 June 2023 - 09:00 - 16:00 (Fri)

9 June 2023 - 09:00 - 16:00 (Fri)

9 June 2023 - 16:00 - 17:00 (Fri) assessment

 

"FinTech" 

15 June 2023 - 09:00 - 18:00 (Thu)

16 June 2023 - 09:00 - 17:00 (Fri)

16 June 2023 - 17:00 - 18:00 (Fri) assessment
 

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RFC® education program - Hong Kong

Certificate in Financial Consulting (Executive Program) PDF

Program content:
Subject 1 – Economics
Subject 2 – Finance and Investment
Subject 3 – Law and Tax
Subject 4 – Practical Aspects of Financial Consulting and Case Studies

Program graduates, who also meet the IARFC requirements on RFC, are eligible for the conferment of the RFC professional designation.
 

The next intake of the four-day Certificate in Financial Consulting (Executive Program) is scheduled for:

Day 1 - 11 April 2023

Day 2 - 14 April 2023

Day 3 - 18 April 2023

Day 4 – 21 April 2023

 

RFC® education programs - Macau 

Professional Certificate in Financial Consulting (Executive Program) PDF

Professional Certificate in Financial Consulting (Executive Program) Timetable PDF

Program content:
Subject 1 – Personal Financial Planning
Subject 2 – Finance and Investment
Subject 3 – Law and Tax
Subject 4 – Practical Aspects of Financial Consulting and Case Studies

Program graduates, who also meet the IARFC requirements on RFC, are eligible for the conferment of the RFC professional designation.

 

The next intake of the four-day Certificate in Financial Consulting (Executive Program) is scheduled for:

Day 1 - 22 April 2023

Day 2 - 29 April 2023

Day 3 - 6 May 2023

Day 4 – 13 May 2023
 

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International Association of Registered Financial Consultants Hong Kong and Macau Centre Company Limited
Address:  Room 2211, 22/F, C C Wu Building, 302-308 Hennessy Road, Wan Chai, Hong Kong, The People’s Republic of China

Telephone:  852 2368 5768               Telephone:  852 3152 2314
Facsimile:  852 3152 3060                 WhatsApp:  852 6599  0078
Email:  info@iarfc-hk.org                    Email:  admin@iarfc-hk.org
Website:  www.iarfc-hk.org 
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