UFP Award 2017

[Final Round]

Invitation to Attend

“Hong Kong Undergraduate Financial Planners of the Year Award 2017” Final Round and Award Presentation Ceremony
Date: 18 November, 2017 (Saturday)
Time: 10:30 a.m. to 2:00 p.m.
Venue: Theatre 7F(Room 701), Hong Kong Federation of Youth Groups Building, 21 Pak Fuk Road, North Point, Hong Kong
Online registration: https://goo.gl/forms/CtI7cAT5n8P3FIlv1

“Hong Kong Undergraduate Financial Planners of the Year Award 2017” (the “Award”) is coming to final stage. The Award Presentation Ceremony is held in conjunction with the final round on 18 November, 2017. The competition is held in the period August to November 2017 with aims to raise the awareness of financial planning among undergraduate students and equip them with adequate preparation for a career in financial planning. The HKRFP sincerely invites you to join us in celebrating the Award and acknowledge the achievements of 4 outstanding teams in final round.

Each member of finalist team will be asked to make a 10 minutes presentation of topic:

" How to beat or cope with ChatBot (Robots that answer and response like human but with a super brain) in the AI transformation in Financial Planning Industry.

Many telephone operations are replaced by chatbot these days. So starting are the legal professions, at least in the USA, and many white collar jobs. Professionals in the financial sector are shaking. AI and robots are coming. What is it in us that they cannot do or think better? Especially in that AI don’t lie, they are patient, and they can prepare a tailor make portfolio for clients in seconds. As a new era financial planner, what will you plan to govern AI or override chatbots?"

in English in front of a panel of judges followed by 10 minutes of questions and thereafter answers from the judges.

Please reserve your seat by the online registration: https://goo.gl/forms/CtI7cAT5n8P3FIlv1 on or before 16 November, 2017 (Thursday).

Who we are

Society of Registered Financial Planners ("HKRFP") is established to promote professionalism in financial planning. HKRFP is a self-regulatory and not-for-profit organization.


We are committed to:
1. Professional excellence and upgrading of public interest;
2. Nurture professionalism among financial planners, and raise public awareness on values of financial planning services, and
3. Ensure the quality, integrity, objectivity, diligence, due care and attention of services are adequately provided by financial planning professionals.

We regulate

HKRFP is established to regulate its members to act in the public interest by establishing and through continuous education, examination, experience, enforcement of code of ethics and professional responsibilities for HKRFP designation.


We educate

In the past 12 months, our monthly seminars, with wide variety of topics related to financial planning services, were organized with great success.


Our Membership

As at 2017, total memberships registered are approximately 3,000, from Hong Kong and China.


Our Seminar

Essential Asset Management Update: HK Regulatory Developments

Speaker︰ Mr. Hugo Ngaw 柯曉宇律師 Group Legal Counsel of Convoy Financial Group Date︰15 November 2017 (Wed) Time︰19:00 – 21:00 Venue︰23/F, Euro Trade Centre, 21-23 Des Voeux ...

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Speaker︰ Dr Simon Chau Siu-cheong 周兆祥博士 Leading veteran green guru and former professor of The Chinese University of Hong Kong 前香港中文大學及香港浸會大學教授 香港資深綠色生活推廣者 綠色組織綠色力量創辦人之一 Date︰25 October 2017 ...

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Speaker︰ Mr. Michael M.S. WONG 黃敏碩先生 Director – CSL Securities Limited 康證有限公司董事 Date︰14 September 2017 (Thu) Time︰19:00 – 21:00 Venue︰23/F, Euro Trade Centre, 21-23 Des ...

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China Capital Markets – the latest

Speaker︰ Mr. Wilfred Yiu Ka Yan (姚嘉仁先生) Deputy chief executive officer and chief operating officer for Beijing Gao Hua Securities (in alliance ...

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Housing Market Outlook and Policy Implications

Speaker︰ Mr. William Tsang Wai-him (曾維謙先生) Senior Researcher of Our Hong Kong Foundation Mr. Ryan Ip Man-ki (葉文祺先生) Researcher of Our Hong Kong Foundation Date︰20 ...

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UFP Award 2017