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Partnership 张言铭-Head Of
Vice Chairman - Development And Board Member And Chairman - Professional Ethics Review Committee at Ifphk 香港財務策劃師學會
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Work Experience
Vice Chairman - Development And Board Member And Chairman - Professional Ethics Review Committee
Sep 2020 - Present · 4 years and 4 months
Oct 2018 - Present · 6 years and 3 months
Head Of Brokerage And Ifa, Partnership Distribution, Chubb Life Hong Kong
Aug 2019 - Present · 5 years and 5 months
Head Of Business Development, Partnership Development, Chubb Life Hong Kong
Oct 2018 - Aug 2019 · 10 months
Company Details
IFPHK was established in June 2000 as a non-profit organization for the fast–growing financial industry. It aims to be recognized in the region as the premier professional body representing financial planners that uphold the highest standards to benefit the public. The Institute is the sole licensing body in Hong Kong authorized by Financial Planning Standards Board Limited to grant the much-coveted and internationally-recognized CFP certification and AFP certification to qualified financial planning professionals in Hong Kong and Macau. It represents more than 7,600 financial planning practitioners in Hong Kong from such diverse professional backgrounds as banking, insurance, independent financial advisory, stockbroking, accounting, and legal services. www.youtube.com/ifphk www.facebook.com/official.ifphk
Year Founded
2000
Social Media
Linkedin
Industry
Financial Services
HQ Location
13/F, Causeway Bay Plaza 2, 463 - 483 Lockhart Road Causeway Bay, HK
Keywords
Financial PlanningCFP Certificationand Wealth management
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