Asia Pacific Association of Financial Planning Professionals' Limited ( hereinafter “the Association” ) is a non- profit earning institution founded on November 8, 2004 in Hong Kong . The association gathered a crowd profession specialized outstanding persons come from each correlation. The members come from the bank, insurance, accountant, law, securities, fund, education and other various professions. And it hopes to cooperate with unify the cross profession in US financial planning, breaks the past the independent development phenomenon in the different professional association in the profession, expanded the individual vein and circle, provides the omni-directional service for the financial customer, and also contribute for the financial project and the education popularization.

At present the association is mainly provide every kind of specialized training courses in different financial domain, just some test reference appendix courses, e.g. the ACCA, CFA, CFC and so on. All courses were provided by a financial planner expert group.

At the same time, we have held many types of international seminars with Hong Kong each specialized organization in the Asian and Pacific area regularly, assisted the members in every place to know the latest market tendency, and have already set up the good oral traditions in all of the social persons. In the future, we hope to hold some Hong Kong academic appraisal committee activities which were approved by the CPD for the office personnel who is engaged in the business and the non- association members, thus to enhances the specialized knowledge of the finances planning for them, and follows the step of market shift.

Welcome the member which comes from the different financial planning specialty, and to become the association members after conforms the qualifications which the association assigned。

Association background: The association is the non- profit earning organization which registers in Hong Kong

Establishment date: November 8, 2004

Member population: 900

Member background: The banking financial planning jobholders, insurance company, stockbroker, independent financial consultant firm

Association important regulation

First, to promote the skill, analysis, research and the knowledge of financial planning.

Second, establishes and maintains the application system in to manage finances the plan and in the analysis service association the high moral standard member receives and the property.

Third, all income and the property can alone apply to the promotion association regulation and the promotion association goal realization, but cannot have any part by to be direct the member which either the indirect payment or giving to the association.