Hong Kong Undergraduate Financial Planners Award 2011


Objectives

  • Raise the awareness of financial planning among undergraduate students
  • Equip students with adequate preparation for a career in financial planning
  • Give due recognition to outstanding students in financial planning
  • Enhance the standards of professionalism in financial planning

 Benefits to participating students 
  • Learn the theories and practice of the financial planning industry
  • Meet industry professional and future employers
  • Enjoy membership benefits of HKRFP
  • Internship experience from the Prudential Assurance Company Limited


Eligibility 

  Full-time undergraduate students studying in the following universities:

   City University of Hong Kong
   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
   University of Macau

 This is a team competition. Each team must have at least 3 students and at most 4 students.
 Each student can join only one team. All members of a team must be from the same university.
 There is no limit on the number of teams from each university.




 
Coins






      

Network
           
 
 Join the competition

   Competition Rules
   Financial Planning workshop
   Registration Form (pdf)
   Case Study (pdf)



Event Calendar

                                     
 August 20 – September 15

  September 21     

  October 6     

  October 15 

  October 21     

  October 25       

  November 3     

  November 5      		 Registration period

Workshop: "How to prepare an outstanding financial planing proposal"

Deadline for round 1

Round 1 results announced

Deadline for Round 2

Round 2 results announced

Deadline to submit Powerpoint for final round

Final round 
  
      Venue:



Room LE 2, Library Extension Building,
The University of Hong Kong,
Pokfulam Road, Hong Kong 


      Time: 9:30 AM - 1:00 PM 




 
 Organizer  
Platinum sponsor 

Hong Kong Society of Registered Financial Planners
Society of Registered
  Financial Planners

註 冊財務策劃師協會
Prudential Insurance

About the Platinum sponsor 

Founded in 1848, Prudential plc (UK) is an international retail financial services group with over £349.5 billion funds under management (as at 30 June 2011). For over 160 years, we have been listening to the needs of our customers around the world.

The Prudential Assurance Company Limited is incorporated and registered in England and Wales. The Prudential Assurance Company Limited, Hong Kong Branch ("Prudential Hong Kong") has been serving the people of Hong Kong since 1964. We now have over 5,800 financial consultants, Executive Financial Planning Managers and staff who are dedicated to meeting the different needs of our customers by providing a comprehensive range of insurance services including life insurance, general insurance, employee benefits and investment products.


英國保誠集團成立於 1848 年，為國際零售金融服務集團，過去 160 多年來，我們一直竭誠用心聆聽客戶的需要，集團現時管理基金超過 3,495 億英鎊(截至 2011 年 6 月 30 日)。

英國保誠保險有限公司乃於英格蘭及威爾斯成立及註冊的公司，自 1964 年起為香港市民提供保險服務。現時共有超過 5,800 名理財顧問、優先理財計劃經理及員工，竭誠為客戶提供全面的保險服務，包括人壽保險、一般保險、團體保險及投資產品。



Panel of Judges

Mr. Jones C.S.Lam (Chairman)

Deputy Chief Agency Officer, The Prudential Assurance Company Limited

Mr. Michael W.K.Fan

President, Hong Kong Society of Economists

Mr. Albert Y.K.Ip

Independent Non-Executive Director, Eagle Asset Management (CP) Limited, Asset Manager for Champion REIT

Dr. Raymond S.K.Lee

Executive Chairman, Hong Kong Financial Services Professionals Association

Dr. Joe W.C.Leung

Principal Adviser, Organisational Learning Consultancy Limited

Dr. Sidney T.C.Sze

President, Society of Registered Financial Planners

Dr. Anthony C.W.Tam

President, Certified Management Accountants Society of British Columbia, Canada (Hong Kong Branch)

Ms. Margaret F.Y.Wong

Assistant Community Services Secretary (Youth & Family), Tung Wah Group of Hospitals

Mr. Michael M.S.Wong

Director, Convoy Asset Management Limited

Mr. S.F.Wong

Chief Executive, The Hong Kong Securities Institute


  








Media Partner
 Hong Kong Metrobox
 





Supporting Organizations 

Rotary International District 3450

The Actuarial Society of Hong Kong

The Certified Management Accountants of Canada

Hong Kong Community College


The Hong Kong Federation of Insurers



The Hong Kong Management Association






Hong Kong Productivity CouncilThe Hong Kong Securities Institute The Institute of Crisis and Risk Management
The Institute of Securities Dealers

UM (HK) AA

Tung Wah Group of Hospitals Healthy Budgeting Family Debt Counselling Centre



 
 
 

Society of Registered Financial Planners. ©Lawrence Khoo 2011 All Rights Reserved.