Hong Kong Undergraduate Financial Planners of The Year Award 2016
In view of the growing importance of wealth management and financial planning, HKRFP is launching the Hong Kong Undergraduate Financial Planners of the Year Award 2016 (the “Award”) for undergraduate students. The aims of the Award are to raise the awareness of financial planning among students and to equip them with adequate preparation for a career in the financial planning industry.
As of last year, over 200 students from regional universities have entered into the Award competition and responses have been overwhelming. This competition is open to all full-time undergraduate students studying in the universities in Hong Kong and Macau.
“Hong Kong Undergraduate Financial Planners of the Year Award 2016”
Final Round and Award Presentation Ceremony
Lecture Room A, Joint Professional Centre,
Unit 1, G/F, The Center, 99 Queen’s Road Central, Hong Kong
19 November, 2016 (Saturday)
Starting at 9:00 a.m. to 12:30 p.m.
Society of Registered Financial Planners announced today that“Hong Kong Undergraduate Financial Planners of the Year Award 2016” Final Round and Award Presentation Ceremony has been successfully concluded on 19 November 2016.
The HKRFP gratefully acknowledge support from the Guest of Honour Dr. Maggie KOONG, Chief Principal of Victoria Educational Organisation.
The Society of Registered Financial Planners (“HKRFP“) is proud to announce the winners of the “Hong Kong Undergraduate Financial Planners of the Year Award 2016”. Upon careful screening and audit of the 70 submitted cases, conducted by a panel of judges of experts and veterans from the financial community, the following four teams have been selected winners of the competition 2016:
“Certificate of Excellent Presentation” (In alphabetical order):
“Certificate of Merits” (In alphabetical order):
|Dr. Anthony Tam (譚展雲 博士) (Chairman of judges)||Senior Education Consultant of Pearson Qualifications International|
|Mr. Alex Ku (古兆勛 先生)||Vice President of Hong Kong Society of Economists
|Ms. Daisy Lo (盧淑賢 女士)||Director of Hong Kong Securities and Investment Institute|
|Mr. Francis Lun (藺常念 先生)||Permanent Honorary Chairman of The Hong Kong Institute of Financial Analysts and Professional Commentators Limited|
|Dr. Kenny Tang (鄧聲興 博士)||Chairman of The Hong Kong Institute of Financial Analysts and Professional Commentators Limited|
|Mr. Michael Wong (黃敏碩 先生)||President and UFP award 2016 Chairman of Society of Registered Financial Planners|
Hong Kong Institute of Investors
Hong Kong Securities and Investment Institute
Hong Kong Securities Association Limited
Hong Kong Society of Economists
The Actuarial Society of Hong Kong
The Hong Kong Federation of Insurers
The Hong Kong Institute of Financial Analysts and Professional Commentators Limited
The Hong Kong Management Association
The Hong Kong Productivity Council
The Institute of Crisis and Risk Management
The Taxation Institute of Hong Kong
Tung Wah Group of Hospitals – Health Budgeting Family Debt Counselling Centre
※Except teams form Macau, it is a requirement that each team must send AT LEAST ONE TEAM MEMBER TO ATTEND THE WORKSHOP. Teams that fail to attend the workshop will be disqualified.
Topic: How to prepare an outstanding financial planning proposal
Time:17 September, 2016 (Sat), 2:30 pm – 4:00 pm
Venue: Chiang Chen Studio Theatre (CCST), The Hong Kong Polytechnic University
The Financial Planning Workshop on the topic of “How to prepare an outstanding financial planning proposal” made on 17 September 2016 had been warmly received by the attendants, and responses were positive. Mr. LEE, Siu Po Simon (李兆波先生), Assistant Dean (Undergraduate Studies) of CUHK Business School presented his comprehensive knowledge on the subject and shared financial planning practical experience with all participating teams.
The Workshop conducted in English. It is requirement that each team of the UFP award must send at least ONE team member to attend the workshop. Attendants came to know more about the assessment process, judging criteria and the skills of preparing a well-organized financial planning proposal.
For more details, please visit UFP Award.