- -

2014 3 13

60

() (FPSB China) (CPB)

CFP AFP CPB
2012 CPB 100% 93.25% 2014 3
11 (Certified Private Banker, CPB) 19

CFP CFP 2008 3

CFP 1
10

2013 3 25 ()
8 15 - 8 45

463-483 13
CFP

2982 7867 / jolinwong@ifphk.org

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CFP CERTIFIED FINANCIAL PLANNER

AFP ASSOCIATE FINANCIAL

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PLANNER
CFPAFP

(Certified Private Banker)

(Certified Private Banker, CPB) Financial
Planning Standards Board FPSB 2008
591 (Certified
Private Banker, CPB)
(Certified Private Banker, CPB) 4E
(Education) (Examination) (Experience) (Ethics)
CFP AFP CPB
CPB
http://www.ifphk.org/cpb/index.html

2000 6

CFPCM AFPTM

6,800

153,376 CFP 25
4,800 CFP

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CFP CERTIFIED FINANCIAL PLANNER

AFP ASSOCIATE FINANCIAL

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PLANNER
CFPAFP