{"id":8814,"date":"2026-10-12T07:02:35","date_gmt":"2026-10-12T07:02:35","guid":{"rendered":"https:\/\/wpsbglobal.com\/?page_id=8814"},"modified":"2026-10-12T07:42:01","modified_gmt":"2026-10-12T07:42:01","slug":"wpsbcn","status":"publish","type":"page","link":"https:\/\/wpsbglobal.com\/zh\/wpsbcn\/","title":{"rendered":"WPSBCN"},"content":{"rendered":"
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WPSB-CN\u8bc1\u4e66\u9879\u76ee\n<\/h2><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u517b\u8001\u89c4\u5212<\/h4>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u517b\u8001\u91d1\u878d\u89c4\u5212\u5e08<\/td>\u517b\u8001\u91d1\u878d\u89c4\u5212\u5e08\uff08PPFP\uff09\u65e8\u5728\u57f9\u517b\u5177\u5907\u7cfb\u7edf\u6027\u517b\u8001\u91d1\u878d\u77e5\u8bc6\u4f53\u7cfb\u7684\u4e13\u4e1a\u4eba\u624d\uff0c\u4f7f\u5176\u638c\u63e1\u5168\u751f\u547d\u5468\u671f\u517b\u8001\u89c4\u5212\u65b9\u6cd5\u8bba\uff0c\u80fd\u591f\u9488\u5bf9\u4e0d\u540c\u5ba2\u7fa4\u5236\u5b9a\u4e2a\u6027\u5316\u517b\u8001\u91d1\u878d\u89e3\u51b3\u65b9\u6848\uff0c\u52a9\u529b\u5ba2\u6237\u5b9e\u73b0\u98ce\u9669\u4fdd\u969c\u3001\u8d44\u4ea7\u589e\u503c\u4e0e\u54c1\u8d28\u517b\u8001\u76ee\u6807\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wealth Succession<\/h4>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Family Office<\/h4>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u56fd\u9645\u5bb6\u65cf\u529e\u516c\u5ba4\u89c4\u5212\u5e08<\/td>\"\u56fd\u9645\u5bb6\u65cf\u529e\u516c\u5ba4\u89c4\u5212\u5e08\uff08Qualified Family Office Adviser, QFOA\uff09 \u662f\u7531\u65b0\u52a0\u5761 Wealth Planning Standard Board\uff08WPSB\uff09 \u4e0e\u9999\u6e2fInstitute of Financial Planners of Hong Kong\uff08IFPHK\uff09 \u8054\u5408\u9881\u6388\u7684\u56fd\u9645\u9ad8\u7aef\u4e13\u4e1a\u8ba4\u8bc1\uff0c\u88ab\u8a89\u4e3a\u5bb6\u65cf\u529e\u516c\u5ba4\u9886\u57df\u7684\u9ec4\u91d1\u6807\u51c6\u8ba4\u8bc1\uff08Gold Standard Certification\uff09\u3002\nQFOA\u8ba4\u8bc1\u4f53\u7cfb\u4e13\u4e3a\u57f9\u517b\u5bb6\u65cf\u529e\u516c\u5ba4\u9ad8\u7aef\u4e13\u4e1a\u987e\u95ee\u4eba\u624d\u800c\u8bbe\uff0c\u805a\u7126\u5bb6\u65cf\u529e\u516c\u5ba4\u67b6\u6784\u8bbe\u8ba1\u3001\u6cbb\u7406\u4f53\u7cfb\u6784\u5efa\u3001\u8d44\u4ea7\u914d\u7f6e\u7ba1\u7406\u53ca\u8de8\u4ee3\u4f20\u627f\u89c4\u5212\u3002\"
\nInstitute of Financial Planners of Hong Kong (IFPHK).
\nQFOA\u8ba4\u8bc1\u4f53\u7cfb\u4e13\u4e3a\u57f9\u517b\u5bb6\u65cf\u529e\u516c\u5ba4\u9ad8\u7aef\u4e13\u4e1a\u987e\u95ee\u4eba\u624d\u800c\u8bbe\uff0c\u805a\u7126\u5bb6\u65cf\u529e\u516c\u5ba4\u67b6\u6784\u8bbe\u8ba1\u3001\u6cbb\u7406\u4f53\u7cfb\u6784\u5efa\u3001\u8d44\u4ea7\u914d\u7f6e\u7ba1\u7406\u53ca\u8de8\u4ee3\u4f20\u627f\u89c4\u5212\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u8ba4\u8bc1\u8d22\u5bcc\u89c4\u5212\u5e08<\/td>\"CWP\u201c\u8ba4\u8bc1\u8d22\u5bcc\u89c4\u5212\u5e08\u201d\u9879\u76ee\u662f\u7531WPSB\u4e2d\u56fd\u4e2d\u5fc3\u8054\u5408\u673a\u6784\u5b9a\u5236\u8ba4\u8bc1\u57f9\u8bad\uff0c\u4e3b\u8981\u53d7\u4f17\u5bf9\u8c61\u4e3a\u94f6\u884c\u3001\u4fdd\u9669\u3001\u8bc1\u5238\u3001\u4e09\u65b9\u7406\u8d22\u7b49\u884c\u4e1a\u4f18\u79c0\u9500\u552e\u4eba\u624d\uff0c\u65e8\u5728\u57f9\u517b\u5bf9\u9ad8\u51c0\u503c\u5ba2\u6237\u5bb6\u5ead\u7406\u8d22\u89c4\u5212\u5177\u5907\u7efc\u5408\u7406\u8bba\u57fa\u7840\u53ca\u5b9e\u6218\u9500\u552e\u80fd\u529b\u7684\u4e13\u4e1a\u4eba\u624d\u3002\n\u57f9\u8bad\u5185\u5bb9\u4ece\u4e13\u4e1a\u7406\u8bba\u5230\u9500\u552e\u5b9e\u52a1\uff0c\u517c\u987e\u4e13\u4e1a\u5ea6\u4e0e\u5b9e\u7528\u6027\u3002\"<\/td>\n<\/tr>\n
\u5bff\u9669\u89c4\u5212\u5e08<\/td>\"\u5bff\u9669\u89c4\u5212\u5e08(Certified Life Planner Program \u7b80\u79f0CLP)\u8ba4\u8bc1\u9879\u76ee\u65e8\u5728\u901a\u8fc7\u6807\u51c6\u5316\u8bfe\u7a0b\u57f9\u8bad\u3001\u8003\u8bd5\u8ba4\u8bc1\uff0c\u5e2e\u52a9\u4fdd\u9669\u8425\u9500\u5458\u5f00\u542f\u4e0e\u4e2d\u9ad8\u51c0\u503c\u5ba2\u6237\u7684\u6df1\u5ea6\u5bf9\u8bdd\u3002\n\u9879\u76ee\u63d0\u4f9b\u6df1\u5165\u7684\u5bff\u9669\u4ea7\u54c1\u77e5\u8bc6\u3001\u5e02\u573a\u8d8b\u52bf\u5206\u6790\u3001\u5ba2\u6237\u5fc3\u7406\u628a\u63e1\u7b49\u4e13\u4e1a\u8bfe\u7a0b\uff0c\u4f7f\u4ee3\u7406\u4eba\u80fd\u591f\u5168\u9762\u638c\u63e1\u5bff\u9669\u884c\u4e1a\u7684\u7cbe\u9ad3\uff0c\u63d0\u5347\u89e3\u51b3\u590d\u6742\u95ee\u9898\u7684\u80fd\u529b\uff0c\u589e\u5f3a\u5728\u9ad8\u7aef\u5e02\u573a\u7684\u7ade\u4e89\u529b\u3002\"<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u66f4\u591a\u4fe1\u606f<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\u8bf7\u70b9\u51fb\u8fd9\u91cc<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\u4e86\u89e3\u66f4\u591a\u5173\u4e8e\u6211\u4eec\u7684\u670d\u52a1<\/h2>\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t
\n\t\t\n\t\t\t\u4eca\u5929\u8054\u7cfb\u6211\u4eec<\/span>\n\t\t\t\t\t\t<\/i>\n\t\t\t\t\t<\/a>\n\t<\/div>\n\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

WEALTH PLANNING STANDARD BOARD CHINA Established in May 2024, the VVPSB China Center is composed of multiple financial expert committee members. Its core objective is to carry out work in<\/p>","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"pmpro_default_level":"","_monsterinsights_skip_tracking":false,"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"0","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":"[]","_tribe_ticket_has_attendee_info_fields":false,"footnotes":"","_tec_slr_enabled":"","_tec_slr_layout":""},"class_list":["post-8814","page","type-page","status-publish","hentry","pmpro-has-access"],"ticketed":false,"_links":{"self":[{"href":"https:\/\/wpsbglobal.com\/zh\/wp-json\/wp\/v2\/pages\/8814","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wpsbglobal.com\/zh\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wpsbglobal.com\/zh\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wpsbglobal.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wpsbglobal.com\/zh\/wp-json\/wp\/v2\/comments?post=8814"}],"version-history":[{"count":29,"href":"https:\/\/wpsbglobal.com\/zh\/wp-json\/wp\/v2\/pages\/8814\/revisions"}],"predecessor-version":[{"id":8862,"href":"https:\/\/wpsbglobal.com\/zh\/wp-json\/wp\/v2\/pages\/8814\/revisions\/8862"}],"wp:attachment":[{"href":"https:\/\/wpsbglobal.com\/zh\/wp-json\/wp\/v2\/media?parent=8814"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}