News and publications
Financial Literacy in Hong Kong
Financial Literacy Strategy
Competency frameworks for financial literacy
Financial Literacy Newsletter
Hong Kong Money Month
Investor and Financial Education Award
Young Adults & Money
Campaigns & activities
App and Worksheets
Money Tracker App
Wedding Budgeting Worksheet
Study Abroad Budgeting Worksheet
House Renovation Budgeting Worksheet
Having A Baby Budgeting Worksheet
CNY Household Budgeting Worksheet
Savings Goal Calculator
Financial Health Check
Life Protection Coverage Calculator
Borrowing and Debt Calculator
Net Worth Calculator
Laisee Money Budget Planner
Financial calculator widgets
36 Retirement Money Management Tips
Provides 36 retirement money management tips, covering managing assets and day to day finances, safeguarding assets against financial exploitations, making an EPA and a will.
Key things to know about saving for retirement
A quick guide jointly developed by FSTB, IFEC, IA and MPFA to introduce the tax deductions for qualifying deferred annuity premiums and tax deductible MPF voluntary contributions
36 Insurance Questions for your Retirement Years
Answers 36 of the most commonly asked questions about insurance for a more secure retirement
Tips on purchasing annuity products
Jointly developed with the Insurance Authority, the education leaflet explains the concept and features of annuities, and provides smart tips on purchasing annuity products.
Tips on buying insurance
Jointly developed with the Insurance Authority, the education leaflet lists 12 key considerations when buying insurance.
36 Retirement Investment Must-Knows
This booklet lists out 36 things to know about investing after retiring.
Understand Investment-linked Assurance Schemes and the regulatory measures
Explains the features and risks of ILAS and how the regulatory measures are designed to protect consumers.
How to Read Product Key Facts Statements
Tells you how to use this user friendly summary to understand key features and risks of an investment product.
It lists out the key considerations for retirement planning and contains useful tips for stretching one’s savings in retirement.
A Quick Guide to Hong Kong’s Financial System and Services
It reminds consumers of the key points to note about Hong Kong’s financial regulatory system, markets, products, trading procedures and safeguards.
It serves as a quick reference guide for the public to understand the concepts of financial planning and to get started with a basic financial plan.
Managing your Money, Credit and Debt
It provides checklists, tips, case studies and guidance on how to better manage one’s personal finance holistically.
Discusses the major features and risks of unlisted equity-linked investments (ELIs) and illustrates the calculation of return of different types of ELIs.
Index tracking ETFs
It explains the major features of index tracking ETFs and the risks associated with investing in ETFs
Unlisted Structured Investment Products
Post-sale cooling-off arrangement
It contains details about the post-sale cooling off arrangement and how you can exercise your right.
Know your rights in the sales process
An overview of the SFC's enhanced investor protection measures regarding the sale of investment products.
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