Hong Kong Undergraduate Financial Planners of the Year Award 2021
香港傑出大學生財務策劃師比賽 2021
Champion Team will win HKRFP and Rotary Club Kowloon West TROPHY.
Application period
09 August 2021 – 8 September 2021
報名日期
2021年8月9日－2021年9月8日
Registration 參加辦法
On line application Click 請於網上填妥報名表
Workshop
※Except teams from 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: 11 September, 2021 (Sat), 1:30 pm – 4:00 pm
Venue: Under COVID19 situation, HKRFP decided to hold the workshop by Webinar on September 11 2021 01:30 pm; please join Zoom meeting, your login computer or laptop or mobile phone MUST be with name and team name same as your name and team name on the application form so that we know your attendance which is one of the requirement of the competition; https://us06web.zoom.us/j/84614019146 meeting ID：846 1401 9146.
The webinar workshop was held successfully with 66 teams and 263 undergraduates participated from regional universities on 11 September, 2021.
Case Study will be published Click after the workshop i.e. (in between 16:00 – 24:59).
Final Round presentation on a topical issue – Theme – Click after Round Two results announced on Oct 25 2021 (i.e. in between 16:00 – 24:59)
Workshop highlight
The Workshop was held successfully on 07 September 2019 with 88 teams attended and 328 undergraduates participated from regional universities. Mr. Simon S P Lee, Program Co-Director International Business and Chinese Enterprise (IBCE), CUHK Business School, was speaker of the workshop. Mr. Simon Ho, Hon Secretary of HKRFP addressed the rules of game. It was a free lecture on the topic of ” How to prepare an outstanding financial proposal”.
“Hong Kong Undergraduate Financial Planners of the Year Award 2021” Final Round and Award Presentation Ceremony
香港傑出大學生財務策劃師比賽2021 (決賽) 暨頒獎典禮
Date: 13 November, 2021 (Saturday)
Time: 09:30 a.m. to 2:00 p.m.
Venue: Theater 7 Floor (Room 701) Hong Kong Federation of Youth Groups Building, 21 Pak Fuk Road, North Point, Hong Kong.
Important Dates of UFP Award 2021 Actions
August 09 – September 08 Registration period.
September 11 (Sat) Financial Planning Workshop
September 27 (Mon) 23:59 Deadline for Round One submission.
October 07 (Thur) Round One results announced (12 teams)
October 18 (Mon) 17:00 Deadline for Round Two submission.
October 25 (Mon) Round Two result announced (8 teams)
November 10 (Wed) 23:59 Deadline for Final Round ppt submission (4 teams)
November 13 (Sat) 09:30 am Final Round and Award Presentation Ceremony
Sponsor and Co-organizer for the UFP 2021
- Rotary Club of Kowloon West
Sponsor for the UFP Award 2021
- Fruit Tree Group
List of supporting organizations for the UFP Award 2021
- Association of Certified Fraud and Examiners
- Deloitte – China
- Hong Kong Institute of Investors
- Hong Kong Society of Economists
- Hong Kong Securities Association Limited
- Institute of Compliance Officer
- Institute of Certified Finance and Responsible Officers
- Smart City Consortium
- Strategic Partners ZA Bank
- The Actuarial Society of Hong Kong
- The Taxation Institute of Hong Kong
- The Hong Kong Federation of Insurers
- The Hong Kong Management Association
- The Hong Kong Association of Financial Advisors
- Te Hong Kong Institute of Financial Analysts and Professional Commentators Limited
- The Association of Cloud and Mobile Computing Professionals
- The Institute of Crisis and Risk Management
- Tung Wah Group of Hospitals – Health Budgeting Family Debt Counselling Centre
- World Freelancers Alliance
Objectives
- 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.
- Encourage creative ideas in financial planning.
Benefits for participating students
- Put together theories and practical in financial planning works.
- Meet industry professionals and plan for future career.
- Winners are eligible to be HKRFP student members and free of annual subscription fee for 2 years.
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. All full time undergraduate students are eligible :
City University of Hong Kong
Hang Seng University of Hong Kong
Hong Kong Baptist University
Hong Kong Shue Yan University
Lingnan University
The Chinese University of Hong Kong
The Education University of Hong Kong
The Hong Kong Polytechnic University
The Hong Kong University of Science and Technology
The Open University of Hong Kong
The University of Hong Kong
University of Macau
Prizes
- Round One (12 teams)
- 12 highest scores teams will be winners of Round One.
- Certificate of Merit will be presented to 4 teams of Round One.
- 8 teams of highest scores will be entered into Round Two.
- Round Two (8 teams)
- 8 highest score teams will be from winners of Round One.
- Certificate of Excellent will be presented to 4 teams of Round Two.
- 4 teams of highest scores will be entered into Final Round.
- Final Round (4 teams)
- 4 highest scores teams will be from winners of Round Two.
- These 4 teams will be ranked as follows:
- 3rd Runner-up team: Certificate of recognition plus cash prizes $2,000
- 2nd Runner-up team: Certificate of recognition plus cash prizes $3,000
- 1st Runner-up team: Certificate of recognition plus cash prizes $4,000
- Champion team: Certificate of recognition plus cash prizes $5,000
- Winners of final teams are eligible to apply for HKRFP student membership with annual subscription fee waiver for two years.
- HKRFP and Rotary Trophy for champion team.
- Best Presenter
- Certificate of recognition will be awarded to individual who has outstanding presentation performance during final round.
- Participants are advised to introduce his or her simple name loudly and clearly. His and her name tag has to be evidently displayed so that the judges can listen and see you.
Competition Rules
Formation of team name: university names and related words to be incorporated into team name is prohibited. Please do NOT mention your university names and related words in your financial proposal submission and during your final presentation. Panel of judges will not know teams from which universities until Final Round results are obtained.
There are Three (3) Rounds of competitions.
It is a requirement that each team MUST send at least ONE team member to attend the financial planning workshop organized by Society of Registered Financial Planners (HKRFP). Teams fail to comply will be disqualified.
- Round One
- Written financial proposal submitted to HKRFP in English.
- HKRFP will provide a case to be uploaded on HKRFP web site after workshop.
- Each participating team should prepare a detailed financial proposal from 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)
- Criterion
- Effective use of client’s information (15 scores)
- Make use of all the information provided in the case to assess the current financial conditions of the client.
- Formulation of financial goals (10 scores)
- Help the client establish realistic financial goals given his/her constraints.
- Personal statement (15 scores)
- Discussion of personal career goal and opportunities under the cross-boundary wealth management connect scheme.
- Financial proposal (25 scores)
- Devise and defend a comprehensive financial proposal that is most suitable for the client to achieve his/her financial goals.
- Risk Analysis (15 scores)
- Identify risks that may arise in the financial proposal and suggest safeguards to mitigate these risks.
- Presentation (20 scores)
- Clarity, organization, conciseness, grammar.
- Effective use of client’s information (15 scores)
- Round Two
- Each winners team is required to submit the following to HKRFP by e-mail info@hkrfp.org.
- A 10 minutes video oral presentation of their written case in Round One in English, and
- A set of Power point slides of the presentation.
- Criterion
- Communication skills (45 scores)
- Present ideas clearly, systematically, effectively and forcefully.
- Content delivery – Personal statement (15 scores)
- Presentation of personal statement and coverage of the cross boundary wealth management connect scheme.
- Content delivery – Financial proposal (20 scores)
- Presentation of essential elements of a financial proposal within the time constrain provided.
- Power-point slides (ppt) (15 scores)
- Quality of ppt.
- Others (5 scores)
- Charisma and team spirit.
- Teams are ranked according to: combined scores of 0.5 x Round One scores + 0.5 x Round Two scores.
- Communication skills (45 scores)
- Each winners team is required to submit the following to HKRFP by e-mail info@hkrfp.org.
- Final Round – Presentation on topical issue
- A topical issue related to financial planning will be provided by HKRFP.
- Each team has 10 minutes to present in front of a panel of judges in English.
- Presentation will be followed by 10 minutes questions and answers session from panel of judges.
- Each team is required to send the the power-point slides of their presentation before Final Round and Award Presentation Ceremony by e-mail to info@hkrfp.org
- Criterion
- Knowledge of the topic (20 scores)
- Logical thinking (20 scores)
- Presentation skills (20 scores)
- Innovations, independent thinking (40 scores)
- Teams are ranked according to: combined scores of 0.15 x Round One scores + 0.15 x Round Two scores + 0.7 x Final scores.
| UFP Awards | Registration form | Case study | Workshop Powerpoint |
|---|---|---|---|
| 2021 | Online Application | 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 |
| 2012 | – | Case study | – |
| 2011 | – | Case study | – |
Winner Those cases from the past UFP awards were adopted by more than one university for educational purposes.
Panel of Judges
Dr. Anthony TAM, Past President – Chinese University of Hong Kong – Tung Wah Group of Hospital Community College
Rotarian – Peter C. W. Choy, President 2021 -22 – Rotary Club of Kowloon West
Rotarian – Albert Wong, Past District Governor of District 3450 – Rotary Club District 3450
Mr. Emil Ka Ho CHAN, Chairman – The Association of Cloud and Mobile Computing Professionals
Mr. Michael FAN, Honorary Life President – Hong Kong Society of Economists
Mr. William Y.S. CHAN, Vice President – The Hong Kong Association of Financial Advisors Limited
Mr. Michael WONG, President and Chairman of UFP Award 2021 of HKRFP
Results
Winner Teams of Round One
We have 12 teams of winners in Round One as following:
As simple as we can – Undergraduates: LI Qingan, HE Yating, LU Tong, SONG Kaile from Hong Kong Shue Yan University.
Comma – Undergraduates: LEUNG Hoi Ching, YIP Kin Long Tommy, YUEN Tsz Ching, LIU Yueng Ki from The Hang Seng University of Hong Kong.
Valorous Elements – Undergraduates: LI Ho Yan Issac, WU Mingtao Gavin, CHUNG Wing Yan Jacqueline, CHOY Tsz Ka from The Hang Seng University of Hong Kong.
WEALTH – Undergraduates: TAN Xiaobai, ZHONG Chonghao, ZHENG Zhuangxing, LO Tik Chau from Hong Kong Shue Yan University
We have 8 teams of Winner Teams in Round Two as following:
Char Siu – Undergraduates: AU YEUNG Sai Wang Dicky, PANGESTU Juan Felix, TSUI Chun Yin Matthew, WONG Mau Sum Dace from The Hang Seng University of Hong Kong.
Free Explorers – Undergraduates: TSANG Kai Hong Simon, CHAN Lok Iu Anthea, WONG Chun Kit Jacky, SHEN Yuk Dong from The Hang Seng University of Hong Kong.
Kasper – Undergraduates: PANG Tsz Tak, VANG Tung, CHEUNG Ka Kiu, WONG Yuen Ling from The Hang Seng University of Hong Kong.
NASA – Undergraduates: LIM Yuk Tung Austin, LAI Shuk Ki Suki, CHENG Siu Wai, LIANG Ming Hao Nason from City University of Hong Kong.
We have 4 teams of Winner Teams of Final Round
Champion
Converge – Undergraduates: WONG Yi Tou Sheldon, CHAN Ying Yan Valerie, CHOI Nga Tung Angel, ZHANG Xiniu Catherine from The University of Hong Kong.
1st Runner-Up
PCJH FiPlan – Undergraduates: LEE Yui Paang Joe, KAY Wing Tung Chloe, CHAU Pak Lok Patrick, LAM Pui Hang Henry from City University of Hong Kong.
2nd Runner-Up
Warriors – Undergraduates: CHEUNG Wai Kei Leo, CHOI Fong Yu Trista, WONG Wing Yin Winnie, CHUI Cheuk Kei Katie from City University of Hong Kong.
3rd Runner-Up
Future – Undergraduates: WONG Nok Hang Gabriel, TO Chun Hang Tom, CHU Yin Hang Emily and CHEUNG Tsz Ching Dian from City University of Hong Kong.
Best presenter:
CHOI Nga Tung Angel from Converge – The University of Hong Kong.
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
