MANY STILL BELIEVE that certified financial planners (CFPs) are helpful to only those with money.
But whether you own a mansion on The Peak or are struggling to pay the mortgage, a CFP can benefit just about anyone when it comes to planning for the future.
In fact, deciding to hire a CFP could be one of the most important decisions you make this year.
This highly-regarded, highly-educated sector of professionals can offer much-needed guidance.
The relationship between financial planners and their clients can vary widely, depending on individual and family needs. The relationship you build with your CFP will be as individual as you are.
Planners can play a central role in helping you achieve your life and financial goals. And choosing the right planner is essential for building a successful and rewarding relationship to meet those goals.
A CFP certification is a guarantee that the certified financial planner is committed to competent and ethical behaviour, and endorses that person as being officially licensed by the Institute of Financial Planners of Hong Kong (IFPHK) through the CFP board.