Hong Kong Undergraduate Financial Planners of The Year Award 2017
香港傑出大學生財務策劃師比賽2017


[Final Round]

“Hong Kong Undergraduate Financial Planners of the Year Award 2017” Final Round and Award Presentation Ceremony
香港傑出大學生財務策劃師比賽2017(決賽)暨頒獎典禮
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

Album: https://drive.google.com/open?id=1wpw9PE0z8WsmJqPi0gGDWn-fmX3BicpO

[Press Release/新聞稿]
Society of Registered Financial Planners announced today that“Hong Kong Undergraduate Financial Planners of the Year Award 2017” Final Round and Award Presentation Ceremony has been successfully concluded on 18 November 2017.
Press release(English):http://www.hkrfp.org/wp-content/uploads/2017/07/HKRFP-Press_Release_English.pdf

註冊財務策劃師協會主辦的香港傑出大學生財務策劃師比賽2017(決賽)暨頒獎典禮於2017年11月18日圓滿結束。
新聞稿(中文):http://www.hkrfp.org/wp-content/uploads/2017/07/HKRFP-Press_Release_Chinese.pdf

The HKRFP gratefully acknowledge support from the Guest of Honour Dr. Raymond Ho Chung-tai, SBS, MBE, SBStJ, JP, Chairman of Dashun Foundation and Belt & Road Global Development Alliance and the former Member of Legislative Council of Hong Kong.

The Society of Registered Financial Planners (“HKRFP“) is proud to announce the winners of the “Hong Kong Undergraduate Financial Planners of the Year Award 2017”. Upon careful screening and audit of the 62 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 2017:

PrizeUniversity NameTeam NameTeam Members NamePhoto
ChampionCity University of Hong KongJEHLDENG Yuqian
WEI Jiaming
PAN Minwen
ZHAN Chenkai
1st Runner-upHang Seng Management CollegeTate's CairnCHAN Yat Hei
LI Ka Lok
HEUNG Mun Wa
SUEN Yuk Ching
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2nd Runner-upCity University of Hong KongZEROZHAO Manqi
WAN Xiaonan
ZHAO Jiaying
ZHANG Chuhao
3rd Runner-upCity University of Hong KongWolverineCHAN Yu Hin Ivan
CHAN Tsz Hong
YAN Tsz Yiu
CHAN Yam Tsz
Best Presenter AwardCity University of Hong KongJEHLDENG Yuqian

“Certificate of Excellent Presentation” (In alphabetical order):

PrizeUniversity NameTeam NameTeam Members NamePhoto
Certificate of Excellent PresentationCity University of Hong KongJEHLDENG Yuqian
WEI Jiaming
PAN Minwen
ZHAN Chenkai
Certificate of Excellent PresentationHong Kong Shue Yan UniversitySold TeamWONG Wing Leong
AU Tsz Yin
YIP Hiu Man
CHAN Kai Yin
 
Certificate of Excellent PresentationCity University of Hong KongWolverineCHAN Yu Hin Ivan
CHAN Tsz Hong
YAN Tsz Yiu
CHAN Yam Tsz
Certificate of Excellent PresentationCity University of Hong KongZEROZHAO Manqi
WAN Xiaonan
ZHAO Jiaying
ZHANG Chuhao

“Certificate of Merits” (In alphabetical order):

PrizeUniversity NameTeam NameTeam Members NamePhoto
Certificate of MeritsThe Hong Kong University of Science and TechnologyFinnectionLO Chi Ming
CHAN Ho Yee Chris
FUNG Nga Kei
CHAN Kai Him
-
Certificate of MeritsCity University of Hong KongFinStrateHO Ho Ming
KWAN Pui Chung
FOK Tsz Ying
Certificate of MeritsHang Seng Management CollegeIncredibleCHEUNG Yan Ting
CHIU Sung Hei
CHEUNG Tsz Kwan
MO Man Ching
Certificate of MeritsHong Kong Shue Yan UniversityInfluenceLAM Ying Yau
CHENG Yuen Yan
TSOI Tsz Kin
Certificate of MeritsCity University of Hong KongJEHLDENG Yuqian
WEI Jiaming
PAN Minwen
ZHAN Chenkai
Certificate of MeritsCity University of Hong KongOptimiumLI Chenwenting
WANG Suyuan
LIU Mengqian
Certificate of MeritsHong Kong Shue Yan UniversitySold TeamWONG Wing Leong
AU Tsz Yin
YIP Hiu Man
CHAN Kai Yin
Certificate of MeritsCity University of Hong KongSpeedsterSHENG Jiechao
XU Bingze
BAO Zhujun
XIONG Weilin
Certificate of MeritsHong Kong Shue Yan UniversitySymphonyFOO Kai Man, Ken
LEE Hoi Yi, Bethany
CHUNG Wing Shan, Regina
CHAN Tsz Wai, Yetta
Certificate of MeritsHang Seng Management CollegeTate's CairnCHAN Yat Hei
LI Ka Lok
HEUNG Mun Wa
SUEN Yuk Ching
Certificate of MeritsCity University of Hong KongThe WinnersIP Oi Ling Crystal
HEO Ching Fung
WONG Long Yin
Certificate of MeritsCity University of Hong KongWolverineCHAN Yu Hin Ivan
CHAN Tsz Hong
YAN Tsz Yiu
CHAN Yam Tsz
Certificate of MeritsCity University of Hong KongZEROZHAO Manqi
WAN Xiaonan
ZHAO Jiaying
ZHANG Chuhao

Panel of Judges (In alphabetical order):

NameTitle
Dr. Anthony Tam (譚展雲 博士) (Chairman of judges)Former President, CUHK-TWGH Community College
Education Consultant
Mr. Michael Fan (范維綱 先生)Honorary Life President of Hong Kong Society of Economists
Dr. Perry IP (葉仁傑 博士)Former Vice Chairman of Hong Kong Quality Management Association
Ms. Ruth Kung (孔慶詩 女士)Chief Executive of Hong Kong Securities and Investment Institute
Mr. Simon Lam (林家亨 先生)Permanent Honorary Chairman of The Hong Kong Institute of Financial Analysts and
Professional Commentators Limited
Dr. Gordon Tsui, JP (徐聯安 博士)Vice Chairmen of Hong Kong Securities Association Limited
Mr. Michael Wong (黃敏碩 先生)President and UFP award 2017 Chairman of Society of Registered Financial Planners

Workshop

※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:23 September, 2017 (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 23 September 2017 had been warmly received by the attendants, and responses were positive. Dr. Sidney SZE (施德芝博士), founder president of Society of Registered Financial Planners, 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.

 

 

 


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 2017 (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.

一年一度的香港傑出大學生財務策劃師比賽又來了!
為提高大學生對財務策劃的認識,註冊財務策劃師協會(HKRFP)誠邀各大學生參與是次比賽,作為大學生的你,準備好成為2017年傑出大學生財務策劃師嗎?


Application period

14/8/2017 – 20/9/2017

報名日期
2017年8月14日-2017年9月20日

參加辦法
請於網上填妥報名表


Highlights of  UFP Awards


Objectives
  1. Raise awareness on financial planning among undergraduate students.
  2. Equip students with relevant knowledge for a career in financial planning.
  3. Provide recognition to outstanding students in the contest.
  4. Raise the Standards and professionalism in financial planning.
Benefits for participating students
  1. Put together theories and practicals in financial planning works.
  2. Meet industry professionals and plan for future career.

Eligibility

This is a Team competition. Each team consists of at least 3 or at most 4 students. Each student can only participate in one team and all members of a team must be from the same university and All full time undergraduate students are eligible :

  • City University of Hong Kong
  • Hang Seng Management College
  • Hong Kong Baptist University
  • Hong Kong Shue Yan University
  • Lingnan University
  • The Chinese University of Hong Kong
  • The Hong Kong Polytechnic University
  • The Hong Kong University of Science and Technology
  • The University of Hong Kong
  • Univeristy of Macau

參加對象
只限現時修讀學士學位學生(Undergraduate bachelor’s degree)參加,包括以下院校:
City University of Hong Kong
Hang Seng Management College
Hong Kong Baptist University
Hong Kong Shue Yan University
Lingnan University
The Chinese University of Hong Kong
The Hong Kong Polytechnic University
The Hong Kong University of Science and Technology
The University of Hong Kong
Univeristy of Macau


Prizes

1.Round One (12 teams)

“Certificate of merit” will be presented to top 12 teams.

2.Round Two (4 teams)

“Certificate of excellent presentation” will be presented to the top 4 teams with the highest Round Two score.

3. Final Round (4 teams):

Champion team: cash prizes $5,000
1st Runner-up team: cash prizes $4,000
2nd Runner-up team: cash prizes $3,000
3rd Runner-up team: cash prizes $2,000
Best Presenter Award Certificate will be awarded to the student for Outstanding presentation performance .

活動獎勵
1.第一階段 (12 teams)
在第一階段表現最佳12隊將會得到“Certificate of merit”。
2.第二階段 (4 teams)
在第二階段表現最佳4隊將會得到“Certificate of excellent presentation”.
3. 最後階段 (4 teams):
冠軍隊伍: 現金獎 $5,000
亞軍隊伍: 現金獎 $4,000
季軍隊伍: 現金獎 $3,000
殿軍隊伍: 現金獎 $2,000
最佳表現同學將獲得”Best Presenter Award Certificate”


Competition Rules

The Competition had three rounds.

Important Dates of UFP 2017Actions
August 14 – September 20
Registration period
September 23 (Sat) Financial Planning Workshop
October 2 (Mon) 23:59Deadline for Round One
October 11 (Wed)Round One results announced (12 teams)
October 23 (Mon) 17:00Deadline for Round Two
November 1 (Wed)
Round Two results announced (4 teams)
November 16 (Wed) 18:00Deadline to submit presentation file for Final Round (4 teams)
November 18 (Sat) AM Final round and Award Presentation Ceremony

活動內容
共分三部分,請查看英文版說明

Round One – Written financial proposal in English

Each participating team should use the case provided and they are required to submit a detailed financial proposal of the given case. The proposal must be written in English and no more than 15 single-sided, single-spaced pages, with 12-point Times Roman font size, one space need (including cover pages and appendices).

Except teams from Macau, it is required that each team must send at least ONE team member to attend the financial planning workshop organised by Society of Registered Financial Planners.Teams that fail to comply will be disqualified.

Criterion

Effective use of client’s information (15 marks)
Formulation of financial goals (10 marks)
Formulation of a comprehensive financial proposal (40 marks)
Risk analysis (15 marks)
Presentation (20 marks)

Round Two – Video Oral Presentation

Each team is required to submit the following to HKRFP by email to info@hkrfp.org

  1. a 10 minutes video oral presentation of their written case in Round One in English and
  2. a set of Powerpoint slides of the presentation

The top 4 teams in combined score from Round One and Round Two based on the formula :
0.5 x Round One score + 0.5 x Round Two, to enter the final round.

Criterion

Communication skills (45 marks)
Content delivery (35 marks)
PPT (15 marks)
Other (5 marks)

Final Round – Presentation on topical issue

A topical issue related to financial planning is provided. Each team is required to send the powerpoint slides of their presentation before Final Round and Award Presentation Ceremony by email to info@hkrfp.org.

Each team has 10 minutes to present in English in front of a panel of judges followed by 10 minutes of questions and answers from the judges in this round.

Teams are ranked according the formula:
0.15 x Round One score + 0.15 x Round Two score + 0.7 x Final Round score.

Criterion

Knowledge of the topic (20 marks)
Logical thinking (20 marks)
Presentation skills (20 marks)
Innovations, independent thinking (40 marks)

UFP AwardsRegistration formCase studyWorkshop Powerpoint
2020
2019Online ApplicationCase StudyWorkshop Powerpoint
2018Online ApplicationCase StudyWorkshop Powerpoint
2017Online ApplicationCase studyWorkshop Powerpoint
2016Online ApplicationCase studyWorkshop Powerpoint
2015Online ApplicationCase studyWorkshop Powerpoint
2014Registration formCase studyWorkshop Powerpoint
2013Registration formCase studyWorkshop Powerpoint
2012-Case study-
2011-Case study-
Those cases from the past UFP awards were adopted by more than one university for educational proposes.

Enquiries
E-mail: info@hkrfp.org
Tel: 31051744
Website:http://www.hkrfp.org

查詢及聯絡
電郵: info@hkrfp.org
電話: 31051744
網站:http://www.hkrfp.org


Supporting Organization

The Actuarial Society of Hong Kong
The Hong Kong Management Association
The Hong Kong Productivity Council
Hong Kong Securities and Investment Institute
The Institute of Crisis and Risk Management
Tung Wah Group of Hospitals – Health Budgeting Family Debt Counselling Centre
Hong Kong Institute of Investors
The Taxation Institute of Hong Kong
Hong Kong Society of Economists
The Hong Kong Federation of Insurers
Hong Kong Securities Association Limited
The Hong Kong Association of Financial Advisors
The Hong Kong Institute of Financial Analysts and Professional Commentators Limited