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Mutual Recognition

Mutual Recognition with Professional Associations and Government Institutions

Collaborations give members reciprocal membership rights of the other Organizations. Members may apply for the Direct Entry/ Admission as full members with the exemption of required examinations under intensive training.

  • Certified Wealth Manager [ "CWMTM" ] by the American Academy of Financial Management [“AAFM”]
  • Manager of International Capital Management [ "MICM" ] by the International Academy of Professional Investment Management [“IAPIM”
  • Chinese Financial Planner (Senior) [ "ChFP(senior)" ] by the Ministry of Labour & Social Security, PRC
  • CFP-CN ( "CFPTM" ) by the Chinese Institute of Certified Financial Planners [“CICFP”]
  • Professional Qualification by China Futures Association
  • PRC Insurance Intermediariees


Designation of "CWMTM":  Mutual Recognition with AAFM.pdf

Designation of "ChFP (Senior)": Bridging to ChFP(Senior).pdf

Designation of "CFPTM":      Mutual Recognition with CICFP.pdf

Collaboration with World-renowned Universities in China and Overseas

Collaborate with SIRFP in several areas: academic research, professional qualification and exchange program.
Members of SIRFP can participate joint program and exchange program provided by SIRFP and universities to improve professional standards for the industry. Universities for cooperation include Wisconsin International University, Daemen College, the Central University of Finance Economics and the Sun Yet-Sen University, etc