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MRFS program - Hong Kong
RFC® education program - Hong Kong
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 for 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 – 21 August 2025 (Thursday)
Day 2 – 22 August 2025 (Friday)
Day 3 – 28 August 2025 (Thursday)
Day 4 – 29 August 2025 (Friday)
RFC® education programs - Macau
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.
International Association of Registered Financial Consultants Hong Kong and Macau Centre Company Limited
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
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
Executive Certificate in Contemporary Financial Planning (PDF)
Jointly organized with the School of Business of The Hang Seng University of Hong Kong.
Program Content:
"Trust"
6 August 2025 (Wednesday) - TRUST
7 August 2025 (Thursday) - TRUST
8 August 2025 (Friday) – TRUST
"FinTech"
14 August 2025 (Thursday) - FINTECH
15 August 2025 (Friday) - FINTECH
MRFS Enrollment Form for August 2025 Intake (PDF)
- More -
RFC® education program - Hong Kong
Certificate in Financial Consulting (Executive Program) 2025 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 for 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 – 21 August 2025 (Thursday)
Day 2 – 22 August 2025 (Friday)
Day 3 – 28 August 2025 (Thursday)
Day 4 – 29 August 2025 (Friday)
RFC® education programs - Macau
Professional Certificate in Financial Consulting (Executive Program) Introduction
Professional Certificate in Financial Consulting (Executive Program) Timetable PDF
Professional Certificate in Financial Consulting (Executive Program) Enrollment Form
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 Professional Certificate in Financial Consulting (Executive Program) is scheduled for:
Day 1 – to be determined
Day 2 – to be determined
Day 3 – to be determined
Day 4 – to be determined
- More -
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
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