UFP Award 2017

[Hong Kong Undergraduate Financial Planners of the Year Award 2017]

UFP Award Case:


Financial Proposal

※Your team’s written financial proposal must be submitted to HKRFP on or before 2 October, 2017 (23:59)
by E-mail (E-mail Address: info@hkrfp.org, please send the email by leader's E-mail for record) or
by post to HKRFP (Address: “Room 1404, Blissful Building, 243-7 Des Voeux Road, Central, HK”)

Please state “Hong Kong Undergraduate Financial Planners of the Year Award 2017” with your team name on the envelope.

※Acknowledgment will be sent via email within two working days after application and proposal are received. The organizer will notify all correspondence to participants by email matters.

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


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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Speaker︰ Dr Raymond Chung-tai Ho (何鍾泰博士) Chairman of Dashun Foundation and Belt & Road Global Development Alliance Date︰22 May 2017 (Mon) Time︰19:00 – 21:00 Venue︰23/F, ...

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Speaker︰ Mr. King Yip(King Sir) 葉景強先生 Managing Director of Hong Kong Mortgage Consultants Limited Date︰26 April 2017 (Wed) Time︰19:00 – 21:00 Venue︰23/F, Euro Trade Centre, 21-23 ...

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UFP Award 2017