About Us

Professional Financial Planner Association (PFPA) serves as a platform for financial planning professionals and those who are interested in joining this profession to interact, share career experience, and seek insights about the industry.

Since its founding in 2004, Professional Financial Planner Association (PFPA) and its members have been active in promoting the importance of professional financial planning in the Greater China region.

Vision and Mission
Professional Financial Planner Association (PFPA) serves as a platform for financial planning professionals and those who are interested in joining this profession to interact, share career experience, and seek insights about the industry.

History and Achievement
Since its founding in 2004, Professional Financial Planner Association (PFPA) and its members have been active in promoting the importance of professional financial planning in the Greater China region.
Governing Structure
The Steering Committee of Professional Financial Planner Association (PFPA) includes Disciplinary Committee, Membership Committee and Education Committee.
Become Our Member
A platform for financial planning professionals and those who are interested in joining this profession to interact, share career experience, and seek insights about the industry.





Courses and Events
In line with its objectives, the PFPA is engaged in organizing diversified training programs covering a wide range of topics, such as practical training courses, seminars with up-to-date information, professional programs, etc. PFPA training activities have provided financial practitioners with opportunities for continuous learning.