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FromtheCEOADVISORSTODAYJUNE200740institutenewsDearMembers:IamproudtoannounceanimportantdevelopmentinoureffortstoprovidebettertoolsforstudentsoftheIFPHKRegisteredCFPCertificationEducationProgram.WehavejustlaunchedtheModule5textbookentitledEmployeeBenefitsandEstatePlanning,whichnowjoinsthefourothertextbooksthathavealreadybeenreleasedforthefirstfourmodules.Thenewtextbookisamajoreffortbytheinstitutetodedicateresourcestoensurethatthequalityandstandardofourstudytoolsareofinternationalstandard.Butthejourneytoprovidebetterstudytoolsdoesnotendhere.WearenowinthemidstofcompletingthelasttextbookforModule6,whichwillalsoincludeacasebookillustratingfivecasesfrompreviousSCMP/IFPHKFinancialPlannerAwards.Atthesametime,theIFPHKisinthemidstofrollingoutaneweffort:CrossBorderCFPCertificationExamination.ThenewexaminationensuresthatoverseasCFPcertificantshavetherightlocalknowledgetoprovideeducatedadviceaboutHongKong.Itbuildsonlastyear’seffortsbyoursisterorganizationinMainlandChina,theFPSCC,tolaunchasimilareffortandsupplementsourgrowingenrollmentforCFPcertification.ThroughcollaborationwiththeMEDCandHKUSPACE,thenewexaminationhasalreadyattractedmorethan90certificantsfromMainlandChinaandTaiwan,illustratingthattheIFPHKisontherighttrack.Followingonfromourrecentmembershipsurvey,manymembershaveaskedtheIFPHKtoputmoreeffortintotheCFPcertificationprogram.Iamgladtoannounceaseriesofinitiativesaimedatheighteningtheprogram’sawareness.WehavebegunaseriesofvisitstoclasseswithCFPpre-approvedmodules,roadshows,includinguniversitycareerdaysandnetworkingdays,universitytalksandmonthlycareertalkstoreachouttonewcandidateslookingtoenhancetheircareerwithCFPcertification.ThiseffortisimportanttogarneringmoreinterestinfinancialplanningasacareerandraisingawarenessofthebenefitsofCFPcertification,especiallyamongjobseekerswhohavejustcompleteduniversityeducation.TheIFPHKisalsolookingintothepossibilityofstartingascholarshipwithHongKongShueYanUniversity.StudentswhoattainoutstandingachievementintheirfinancialplanningmoduleswillobtainsponsorshipfortheCFPcertificationexamination.ForthosewhoarealreadypartoftheIFPHKRegisteredCFPCertificationEducationProgram,wehavenowlaunchedtheStudentCornerwebsite,whichcanbefoundathttp://studentcorner.ifphk.org.Thewebsiteprovidesawiderangeofservices,announcementsandnewsthatcatertostudentregistrantsonly,providingthemwithavaluableportaluponwhichtheycanrely.WewillbeaskingallstudentsoftheIFPHKRegisteredCFPCertificationEducationProgramtojoinupasregistrants.Thisistoensurethatwekeeptheminformedwiththelatestupdates,developprogramsthatcanassisttheireducationeffortsandprovidebenefitsthatarespecificallytailoredtotheirneeds.EnhancingthevalueofCFPCMcertificationInstituteNewsE&C.indd22007-6-518:00:27ADVISORSTODAY41JUNE2007――Apartfromsupportingstudents,theIFPHKisalsolookingtoenhanceitssupportforexaminationcandidateswiththecreationofstudygroupsandsharingsessions.ThelatterwillseeusliaisingwithatleastthreeIFPHKApprovedEducationProviderswhowillorganizesharingsessionsforexamcandidates.Topscorersinthe2006CFPcertificationexaminationwillbeinvitedtosharetheirexaminationexperiencewithcandidates,tobetterequipthemandtohelpthempreparefortheexam.Lastly,IwouldliketohighlightourinternationaleffortstoraisetheprofileofCFPcertification.Earlierthisyear,theIFPHKsentrepresentativestoconductatrainingsessioninThailand.WearenowinthemidstofpreparingtohostThairepresentativesinHongKong.TheywillbeattendingourupcomingWealthManagementConferenceandalsomeetingwithIFPHKrepresentativestounderstandmoreaboutourroleandfunctions.Tillthen,enjoyreading!AngelineChinChiefExecutiveOfficerInstituteNewsE&C.indd32007-6-518:00:30institutenewsADVISORSTODAYJUNE200742CooperationwithFinancialPlanningStandardsCouncilofChinaTheIFPHK’sPresidentTonyMak,CEOAngelineChin,andDirector,ExaminationDevelopment,CatherineChang,wenttoBeijinginlateMarchtomeetwithProfessorLiuHongRu,Chairman,FinancialPlanningStandardsCouncilofChina(FPSCC),DrZhongzhiCai,Secretary-General,FPSCC,andDrFengLiu,DeputySecretaryGeneral,ProfessorofFinance,FPSCC.ThevisitprovidedanexcellentplatformuponwhichofficialsinChinaandHongKongwereabletoexchangeideasonpertinentissuesaboutcross-bordercertification.OfficialsinBeijingaresupportiveofcollaborationandbothassociationslookforwardtofurtheropportunitiestoworktogetherinthefuture.Cross-BorderCFPCMCertificationProgramandExaminationNewsFPSCCCross-BorderProgramforHongKongandTaiwanCertificantsThesecondintakeofthecross-bordereducationandexaminationprogramorganizedbytheFPSCCisnowopenforenrolment.ThosewhocompletethetrainingandpasstheconversionexamareeligibletoapplyforCFPcertificationfromtheFPSCCandtousetheCFPmarksinChina.TheIFPHKhasannouncedanewCross-BorderCFPCertificationProgramandExaminationthatisdesignedtoassesstheabilityofCFPcertificantscertifiedbyChina’sFPSCCortheFinancialPlanningAssociationofTaiwan,orotherFinancialPlanningStandardsBoardaffiliates,inapplyingtheirprofessionalskillsandknowledgetopracticeinHongKong.ThenewannouncementbuildsontheInstitute’scontinuingeffortstoraisefinancialplanningpractitioners’st