International Association of Financial Advisers (AFA International) is a branch of PAMA International that assists corporation as well as individuals to build their professional competence in the insurance and financial fields. AFA International has been associated with Hong Kong Management Associaton as its former partner, City University of Macau and oversea institutions.
Mission of AFA International
AFA International is committed to provide financial practitioners in insurance and finance sectors with a professional identity and ability to create a platform for improving their financial services to clients. AFA International endorses members who strictly comply with the code of ethics and commit to continuing learning in their career.
Code of Ethics
All members of the Associations under PAMA International are required to abide by and to practice the Code of Ethics as follows:
â—† I will at all times put my client's interest above my own. â—† I will maintain proficiency in my work through continuing education. â—† When fee-based services are involved, I will charge a fair and reasonable fee based on the amount of ã€€ time and skill required. â—† I will abide by both the spirit and the letter of the laws and regulations applicable to financial ã€€ planning services. â—† I will give my client the same service that I would give to myself in the same circumstances.
AFA International will remove the membership from anyone who fails to maintain the proficiency through continuing education and betrays the public trust by failing to live up the Code of Ethics.
â—† Registered Financial Adviser (RFA) Life Membership Fee: RMB/HKD 1,000.00; â—† Registered Financial Manager (RFM) Life Membership Fee: RMB/HKD 1,200.00;
â—† Membership privileges to Use the Titles on Business Card
ã€€ Registered Financial Adviser (RFA)
ã€€ Registered Financial Manager (RFM)
â—† RFA designees are eligible to apply for the China Certified Financial Planner from China Business Managers
Association. â—† RFA holders are eligible to apply for the professional designation of Certified Financial Consultant from
ã€€ the Institute of Financial Consultants, USA, and eligible to use the designation of CFC. â—† Have the right to access professional articles in the website of PAMA International. â—† Have the right to enjoy valuable experience sharing and networking opportunities.
Continuing Development Workshop
CDW is specially designed for helping our members keep their professional abilities and status. All the above professional designees must have satisfy the CDW credits of 20 hours annually for maintaining their status by attending seminars, workshops, conferences, and meetings to be organized by PAMA International.
PAMA Eagles Club
RFAs and RFMs are members of the PAMA Eagles Club and eligible to participate contests of the "Outstanding Personal Financial Plan Award". and winners of the Award will be invited to attend the PAMA Eagles Convention organized by the club.