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Award in Financial Planning (Hong Kong)

The Award in Financial Planning (Hong Kong) is designed to provide knowledge and understanding of the financial planning process within a professional business environment and the core financial and life assurance products suitable to a client’s needs.

Qualification details

This unit can only be awarded to non-UK residents. This unit is suitable for those at the start of their career or anyone working in financial planning seeking to build their knowledge and understanding of financial planning in Hong Kong through formal study to achieve a professional qualification.

The Award comprises one core unit, Award in Financial Planning (Hong Kong) (HFE), which provides a total of 15 CII credits on successful completion.

These credits can be used to support your ongoing professional development as, on passing the exam, you will hold one of the three units needed to complete the Certificate in Insurance and Financial Services.

Before starting study, check to see whether any of your previous academic qualifications or credits from other professional bodies and institutes can be carried towards completion of the Certificate.

Find out more about recognition of prior learning

For units in this qualification, students typically have access to the following materials as part of their enrolment:

  • Study text (digital only – printable PDF and e-book on RevisionMate) with online updates
  • Exam guide containing a practice exam and guidance
  • Assessment entry

Assessment: see individual unit pages for exam and assessment information.

Select units to complete this qualification

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Compulsory Units:


Optional Units:

  • Optional units are not available.