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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 RFC and the RFA professional designations and the related education programs.  Its tasks also include assessing membership applications, organizing Continuing Education activities, and member service.  
 

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

 

 


 


Partners - Hong Kong
Lingnan Institute of Further Education

IARFC Hong Kong and Macau cooperates with Lingnan Institute of Further Education in the delivery of the Certificate in Financial Consulting (Executive Program), the RFC education program in Hong Kong. 

Established in 2001, Lingnan Institute of Further Education (LIFE) aims at providing high-quality programs that meet the needs of learners, industries, and Hong Kong society at large, and offer a well-established learning pathway for learners at different levels. Currently, LIFE provides an array of full-time and part-time programs for lifelong learning and career advancement, covering Associate Degree, Higher Diploma, Diploma, Diploma Yi Jin, Lifelong Learning programs, and Corporate Training.  
(Source:  https://life.ln.edu.hk/en/article/post/110/115/


General Agents and Managers Association of Hong Kong

General Agents and Managers Association of Hong Kong is the promotion organization for the Certificate in Financial Consulting (Executive Program), the RFC education program in Hong Kong.

General Agents and Managers Association of Hong Kong (GAMAHK) was initially introduced in 1994 by GAMA International (USA).  To date, it is the sole professional association representing the interests of Life insurance managers in Hong Kong.  Its mission is to raise the standard of professional management amongst life insurance managers in the areas of recruiting, training, coaching, and inspiring their subordinates.  Over the years, GAMAHK has been dedicated to promoting professional training, internationally recognized awards, and professional qualifications in the industry, and is well-received by its counterparts.  To achieve this goal, it offers comprehensive training courses and workshops to members.  In addition, it hosts a convention every year.  Its annual convention is a platform for top-notch speakers and renowned individuals to share their success stories and invaluable experiences with its members, with the aim of aligning the cultures of different life insurance companies so as to raise the professional standing of the insurance industry.  
(Source:  https://www.gama.com.hk/about-gama/)
 

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.


Partners - Macau
International Training and Testing Centre, City University of Macau

IARFC Hong Kong and Macau cooperates with International Training and Testing Centre, City University of Macau in the delivery of the Professional Certificate in Financial Consulting (Executive Program) and the Professional Diploma in Financial Consulting, both RFC education programs in Macau.  

The City University of Macau has a long tradition of supporting professional development and lifelong learning through the Open Institute (OI) and the School of Continuing Studies (SCS) since 1998.

In response to the challenges shaping higher education in Macau and beyond in the 21st century, there is a growing demand in society, industry, and government for continuing education that is relevant, modular, flexible, and high quality.  The University's newly established International Training and Testing Center (ITTC) will work with our strategic partners nationally and internally to continue OI and SCS's effort in expanding the scope of our University's professional training, testing and certification programs.

As part of the University’s core mission as an institution for higher education serving a broad spectrum of learners, enhancing accessibility, and fostering professional advancement, ITTC will be a significant contributor to these commitments in both Macau and the Greater Bay Area.  (Source:  http://ittc.cityu.edu.mo/en/about)
 

Macau Institute of Financial Services

Macau Institute of Financial Services is the promotion organization for the Professional Certificate in Financial Consulting (Executive Program) and the Professional Diploma in Financial Consulting, both RFC education programs in Macau.  

The Macau Institute of Financial Services (IFS) was established in March 2002 as a non-profit organization.  Its founding members are the Monetary Authority of Macao, Macao Association of Banks, Macao Insurers’ Association, and Macao Insurance Agents and Brokers Association.  The objectives of the IFS are to enhance the overall performance and raise the professional standards of Macao’s financial practitioners by providing professional training and qualification examinations aiming to foster the sustainable development of Macao’s financial industry.  In line with its objectives, the IFS strives to organize diversified training programs, such as practical training courses, seminars providing participants with up-to-date information, internationally-recognized professional certification programs, etc.  The IFS diversified training activities provide Macao’s financial practitioners with continuous learning opportunities.  
(Source:  https://www.ifs.org.mo/Main_E.html)
 

RFC® education programs - Macau 

Professional Certificate in Financial Consulting (Executive Program) 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.
 
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