Hong Kong Undergraduate Financial Planners of the Year Award 2018
Society of Registered Financial Planners announced today that“Hong Kong Undergraduate Financial Planners of the Year Award 2018” Final Round and Award Presentation Ceremony has been successfully concluded on 17 November 2018.
Press release(English):Click here
新聞稿(中文): Click here
UFP 2018 highlight
The HKRFP gratefully acknowledge support from the Guest of Honour Mr. Vincent Lee, BBS, MSc
FCPA, Deputy, the 13th National People’s Congress, PRC and Chairman of Tung Tai Group of Companies.
“Hong Kong Undergraduate Financial Planners of the Year Award 2018” Final Round and Award Presentation Ceremony
Date: 17 November, 2018 (Saturday)
Time: 10:30 a.m. to 2:00 p.m.
Venue: Theater 7F (Room 701), Hong Kong Federation of Youth Groups Building, 21 Pak Fuk Road, North Point, Hong Kong
List of supporting organizations for the UFP award 2018
- The Actuarial Society of Hong Kong
- The Hong Kong Management Association
- 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
13/8/2018 – 12/9/2018
“Certificate of excellent”:
“Certificate of Merits”:
※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: 15 September, 2018(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 15 September, 2018 had been warmly received by the attendants, and responses were positive. Mr. LEE, Siu Po Simon (李兆波先生), Senior Lecturer / Co-director, International Business and Chinese Enterprise Programme 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.
- Raise awareness on financial planning among undergraduate students.
- Equip students with relevant knowledge for a career in financial planning.
- Provide recognition to outstanding students in the contest.
- Raise the Standards and professionalism in financial planning.
Benefits for participating students
- Put together theories and practicals in financial planning works.
- Meet industry professionals and plan for future career.
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 :
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
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 .
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”
The Competition had three rounds.
|Important Dates of UFP 2018||Actions|
|August 13 – September 12||Registration period|
|September 15 (Sat)||Financial Planning Workshop|
|October 1 (Mon) 23:59||Deadline for Round One|
|October 10 (Wed)||Round One results announced (12 teams)|
|October 22 (Mon) 17:00||Deadline for Round Two|
|October 30 (Tue)||Round Two results announced (4 teams)|
|November 15 (Thu) 18:00||Deadline to submit presentation file for Final Round (4 teams)
|November 17 (Sat) AM||Final round and Award Presentation Ceremony|
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.
Effecitve 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 firstname.lastname@example.org
- a 10 minutes video oral presentation of their written case in Round One in English and
- 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.
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 email@example.com.
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.
Knowledge of the topic (20 marks)
Logical thinking (20 marks)
Presentation skills (20 marks)
Innovations, independent thinking (40 marks)
|UFP Awards||Registration form||Case study||Workshop Powerpoint|
|2019||Online Application||Case Study||Workshop Powerpoint|
|2018||Online Application||Case Study||Workshop Powerpoint|
|2017||Online Application||Case study||Workshop Powerpoint|
|2016||Online Application||Case study||Workshop Powerpoint|
|2015||Online Application||Case study||Workshop Powerpoint|
|2014||Registration form||Case study||Workshop Powerpoint|
|2013||Registration form||Case study||Workshop Powerpoint|
Those cases from the past UFP awards were adopted by more than one university for educational proposes.