Introduction of IFAA

1. Introduction of IFAA Association

Independent Financial Advisors Association is a non-profit organization established by a group of IFAs. The organization's mission is: taking Asisa as the base, unit IFA's strength internationally, mutually interact and exchange so as to realize joint development. IFAs choose to establish permanent organization in Hong Kong, the most prospecting and active center of world of wealth management, which has gathered a number international organization headquarters.

2. Time and Place of Establishment

IFAA is a nonprofit organization, was founded on February 29, 2016 and registered in commercial registration authority of Hong Kong.

3. Independent Financial Advisor Net (9icfp.com) and Wealth Management magazine jointly held IFA MASTER CLASS in China mainland.

IFA MASTER CLASS ISSUED BY IFAA.

4. Honorary president of the first session of the IFAA Association

honorary chairman：

Haidi Huang

Haidi Huang, President of The American Insurance & Financial Professional Association, President of Grand Prospects Financial & Insurance Services , distinguished professor of Chinese CIRC, PhD in Management from University of California, Los Angeles. Charted Life Underwritter (CLU), Chartered Financial Consultant (ChFC), CLTC, top member of The Million Dollar Round Table.

Member of Expert Advisory Board:

Haidi Huang (USA), Oliver (Canada), Paul (Hong Kong), Li Wei (USA), Wang Hao (China mainland), Tony Chen (Singapore), Ken Liu (Taiwan)

Oliver, Chinese name: Lu Feng. Chief Representative of Royal Bank of Canada Life-insurance in China.

Paul, Chinese Name: Pang Baolin, former President of Hong Kong Institute of Financial Planners (IFPHK). Graduated from St Pauls Co-educational College, Bachelor of Science and MBA of Chinese University Hong Kong, the first batch of chartered financial planner of Hong Kong CFPCM senior member of Hong Kong College of Directors, awarded the "World Outstanding Chinese Prize" by World Outstanding Chinese Association in 2006, "Leader of Excellent Award 2007" in December 2007 and "Top Ten Influential Figure of Fund" in China. Currently act as Director and General Manager of PEGASUS Fund Management Co., Ltd. and PEGASUS Financing Consulting Co., Ltd.

Li Wei Li Wei, Dr. Li Wei currently works as economics professor, director of Case Research Center, and China Economy Sustainable Development Research Center in Cheung Kong Graduate School of Business, as well of consultant of World Bank. Before joining in the Cheung Kong Graduate School of Business, he has ever taught in Fuqua School of Business at the Duke University and Darden School of Business of the University of Virginia. Study of Professor Li Wei includes reform economy, Chinese economy, political economics, emerging market finances, public finance, and economic application etc.

Lawyer Wang Hao, one of founding partners of RayYin & Partners P.R.C, the earliest China mainland member of Society of Trustee and Estate Practitioner (STEP), unique member of International Asset and Trust Society (IATEL).

Lawyer Wang Hao was evaluated as as the most famous Chinese wealth management and estate planning lawyer from 2013 to 2016 for four consecutive years by Chambers - a famous global legal rating agency.

Mr. Chen Tianhong, a Singaporean.

Celebrity in wealth management in the Asia Pacific region. Has ever served as Senior Deputy President of New Business Department of Standard Chartered Bank Chinese Co., Ltd., as well as Senior Vice President of the Royal Bank of Scotland (China) Co., Ltd., and currently acting as Executive President of Shandong Financial Assets Exchange in China mainland.

Standing body:

The Secretary General: Ken Liu (Taiwan)

Deputy Secretary General: Shang Xiaofei (China mainland)

Deputy Secretary General: Chen Tianhong (Singapore)

Director: several

5. Events of the Association

Organize social events to promote IFA development in Asia

IFA directors held regular meeting every month to discuss general affairs

With the increase in the number of Chinese high net worth population (generally refers to the people with investable assets of more than RMB 10 million yuan), the size total holdings of investable assets by individuals reached RMB 112 trillion yuan in China. Demand for personalized financial services has become increasingly strong. However, currently there are only about 4 million financial advisors totally in China (most of them are working in domestic financial institutions). Value of IFA independent financial advisor in China has been underestimated for many years, but now the independent financial advisor has entered into a new stage of accelerated development in China.

Therefore, the Independent Financial Advisors Association (IFAA), Cheung Kong Graduate School of Business (CKGSB), Independent Financial Advisor Net (9icfp.com) and Wealth Management magazine will jointly host a series of international independent financial advisor events since January 2017 separately in Beijing and Shanghai.

 

With the help of the international IFA organization, "IFA (Independent Financial Advisor)" officially set sail in China!

With complete system and international originality, IFA Master Class formally started up in Beijing.

 

Fig. 1 IFA Master Class commenced (Jan. 16, 2016, Beijing China)

 
 

Fig. 2 IFA (Independent Financial Advisors) Basis & Legal Basis (2nd session) (April 24th, 2016, Beijing, China)

 

Fig. 3 IFA (Independent Financial Advisors) Global Asset Allocation (July 16th, 2016, Beijing, China)

Fig. 4 In cooperative organization of IFA (Independent Financial Advisors)IFA(Independent Financial Advisor)Training of Global Asset Allocation module (July 9th, 2016, Shenzhen, China)

       

Fig. 5 In cooperative organization of IFA (Independent Financial Advisor)IFA(Independent Financial Advisors) Training of Global Asset Allocation module (December 14, 2016, Beijing, China)

 

Being focus on high value financial services! Concentrating time and energy to cultivate independent financial advisors who are capable of completing high value financial management project !

 

"IFA (Independent Financial Advisors)" course focuses on "preservation and inheritance" and " global asset allocation", the two of China's most valuable wealth management practical fields today.

 

The course targets at business managers from financial institutions, wealth management team leader, financial practitioners from other countries or areas, especially from Hong Kong and Taiwan, family lawyers engaging in transition wealth management, insurance agent who intend to transform to independent financial advisor, and securities brokers who intend to transform to independent financial advisor etc.

 

Outstanding trainees can be engaged as contracted "Independent Financial Advisor", and Independent Financial Advisor Net (9icfp.com) will specially provide them unique high-end customer channels, product channels, and channel acquainting with experts at home and abroad.

 

For family offices with intention to be engaged in overseas business, independent financial advisors transferred from employees of insurance company, trainees from financial workshop or starting their own small business wealth management company, Independent Financial Advisor Net (9icfp.com) provides them continuous expert coaching, perfect and preferential incubator for work.

 

The course is taught by internationalized team specially invited by Independent Financial Advisor Net (9icfp.com). Lecturers consist of foreign teachers with specialty in international asset allocation, top wealth management lawyers from Chambers China, as well as taxation experts from private banks in Hong Kong, Taiwan, Singapore and China mainland. In the future, when our trainees encounter high net worth customers, they will also become the first top expert team to provide help.

 

This is not only training, but also a one-stop solution incubator , and the place where IFAS dream starts！