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The Chartered Insurance Institute brings the Personal Finance Society to the Asia Pacific region

Publication date:

11 January 2021

Last updated:

12 January 2021


Chartered Insurance Institute, Personal Finance Society

The Chartered Insurance Institute Hong Kong (CII) have brought the Personal Finance Society (PFS) to the Asia Pacific region. PFS is an internationally recognised professional body for the financial planning profession. Its remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice.

PFS is a new initiative for the Asia Pacific region. The launch of PFS in the Asia Pacific region will allow the CII Hong Kong to work more closely with local firms through a range of company-wide trainings, CPD events and networking solutions, and build public trust in the financial planning profession by promoting PFS's Code of Ethics. PFS also promotes professional qualifications under the personal finance framework to support individuals' career development in the profession.

Standards. Professionalism. Trust.
The PFS supports members in professional development and enhances members' career potential. Leveraging on PFS's Code of Ethics, relevant and insightful technical and market knowledge and the practical event support of Continuing Professional Development (CPD) program opportunities, PFS members enjoy a distinct career advantage for their professional standard development. 

Build Public Trust
 strives to build public trust in financial services and elevate the importance and value of financial wellbeing through regulated personal finance and Investment advice. By adopting to PFS's professional standards and code of ethics, firms can stand tall behind a strong and proud inclusive united culture placing clients and staff at the heart of its commitment and focus.

Global Recognition
The PFS promotes internationally recognised qualifications that caters for all levels of knowledge and experience, from new entrants to experienced professionals. The flexible structure of qualifications let members to plan a learning pathway that suit their role and career aspirations.

A dedicated website ( is now launched for the PFS to serve the Asia Pacific region. Under this initiative, the CII Hong Kong will support members further in their career development in the financial planning sector.

For enquiry and details, please contact CII Hong Kong at +852 2115 3450, or email at






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