Hong Kong Undergraduate Financial Planners of The Year Award 2012
香港傑出大學生財務策劃師比賽2012
Professional Excellence ＊＊＊ Community Recognition
(November 17, 2012, 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 2012”. Upon careful screening and audit of the 72 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 2012:
| University Name | Team Name | Team Members Name | Prize | |
| The University of Hong Kong | 1% | Mo Ran Brandi (Leader) Gao Guanqun Shauna Qin Qin Trista Chen Yu Byron |
Champion |  |
| City University of Hong Kong | Young Scholars | Ho Tik Po (Leader) Tang Chun Yiu Lam Chi Hung Wang Xinyun |
1st Runner-up |  |
| The University of Hong Kong | Mastermind Advisors | Chan Vincent Ming Chung (Leader) Yim Ki Him Cheung Wing Lam |
2nd Runner-up |  |
| The University of Hong Kong | The Beginners | Lai Tsun Kin Kenny (Leader) Wang Wai Lung Daivd Lam Kun Hoa Tang Chi Hei |
3rd Runner-up |  |
| The University of Hong Kong | 1% | Gao Guanqun Shauna | Best Presenter Award |  |
In addition, the four teams have also been awarded “Certificate of Excellent Presentation” for their outstanding presentation preparation and technique*:
▲ Winning teams of “Certificate of Excellent Presentation” in Round Two
| University Name | Team Name | Team Members Name |
| The University of Hong Kong | 1% | Mo Ran Brandi (Leader) Gao Guanqun Shauna,Qin Qin Trista, Chen Yu Byron |
| The University of Hong Kong | Mastermind Advisors | Chan Vincent Ming Chung (Leader) Yim Ki Him, Cheung Wing Lam |
| University of Macau | Mind Forecaster | Yao Yingying (Leader) Zhang Yinan, Zeng Yu, Liu Xiuge |
| City University of Hong Kong | Young Scholars | Ho Tik Po (Leader) Tang Chun Yiu, Wang Xinyun, Lam Chi Hung |
(* In alphabetical order of team name)
The following twelve teams have been awarded “Certificate of Merits” for their efforts in compilation for professional financial proposals:
▲ Winning teams of “Certificate of Merits” in Round One
| University Name | Team Name | Team Members Name |
| The University of Hong Kong | 1% | Mo Ran Brandi (Leader) Gao Guanqun Shauna, Qin Qin Trista, Chen Yu Byron |
| Hong Kong Shue Yan University | APEX | Chu Chun Hin (Leader) Chiu Kwok Hung, Suen Ka Him |
| The University of Hong Kong | The Beginners | Lai Tsun Kin Kenny (Leader) Wang Wai Lung Daivd, Lam Kun Hoa, Tang Chi Hei |
| Hong Kong Shue Yan University | Bittersweet | Cheung Kei Chung (Leader) Chau Yan Yi, Ho Wai Shan, Sung Mei Yan |
| City University of Hong Kong | Growthing Concept | Wong Chi Keung (Leader) Liu Wai Shing, Cheung Ho Hung, Ng Ka Ki |
| City University of Hong Kong | High Q | Wang Jiaqiu (Leader) Liu Xinhe, Qu Yuying, Zhao Tianhao |
| The University of Hong Kong | Mastermind Advisors | Chan Vincent Ming Chung (Leader) Yim Ki Him, Cheung Wing Lam |
| University of Macau | Mind Forecaster | Yao Yingying (Leader) Zhang Yinan, Zeng Yu, Liu Xiuge |
| The Hong Kong University of Science and Technology |
SIGMA | Ho Lap Hei (Leader) Lau Cheong, Wong Tsz Chun |
| Hong Kong Baptist University | Stevfund | Yan Kam Wai (Leader) Wu Mang Ting, Lau Man Yu, Hang Wang Man |
| Hong Kong Shue Yan University | Sun Moon Sky | Yeung Ngai Sang Kenrick(Leader) Tsnag Tsui Yee, Wong Ka Lai |
| City University of Hong Kong | Young Scholars | Ho Tik Po (Leader) Tang Chun Yiu,Lam Chi Hung, Wang Xinyun |
(* In alphabetical order of team name)
Our Guest of Honour, Mr. Vincent Kwan Ho Lee. MSc, FCPA, chairman of The Tung Tai Group of Companies, INED HKEx Ltd,former chairman of The Institute of Securities Dealers Ltd, commented, “the capacity of Hong Kong, this world-class financial center, demands the commitment from our financial professionals and institutions to safe-guard the HK core values. Integrity, credibility, and accountability are some key values that excel Hong Kong finance and businesses from our competitors. Our mission, as in the financial sector, has been and will always be creating value and adding prestige to products and services for Hong Kong, for China, and for the world. The finance industry grows from heavily trade-related in the beginning to more financial-related as global economy interlinks. Hong Kong as a renowned international financial center will continue to act as the bridge for China and global capital market, simultaneously helping Mainland companies to invest in overseas projects. As a financial Planner, you are well positioned to participate in this bilateral investment flow. Yet, the Hong Kong success will largely depend upon our will to succeed and our determination to uphold the Hong Kongcore values”.
| Name | Title |
| (Chairman) Dr.Sidney Sze | President, Society of Registered Financial Planners |
| Professor Albert Ip | Independent Non-Executive Director and Audit Committee Chairman, Eagle Asset Management (the Asset Manager of Champion REIT, HK) Independent Non-Executive Director and Audit Committee Chairman, Hopewell Highway Infrastructure, HK |
| Ms.Daisy Lo | Director, Hong Kong Securities and Investment Institute |
| Mr.Roy Ramos | Retired Partner Managing Director and Head, Aisa Financial Research, Goldman Sachs |
| Mr.Michael Wong | Director, Convoy Asset Management Limited |
| Supporting Organizations/Associations (In alphabetical order) | |
| Hong Kong Institute of Investors | The Institute of Securities Dealers Limited |
| Hong Kong Productivity Council | The Taxation Institute of Hong Kong |
| Hong Kong Society of Economists | Tung Wah Group of Hospitals Healthy Budgeting Family Debt Counseling Centre |
| The Actuarial Society of Hong Kong | University of Macau (Hong Kong) Alumni Association |
| The Hong Kong Management Association | |
| The Hong Kong Securities and Investment Institute | |
| The Institute of Crisis and Risk Management | |
Financial Planning Workshop
“How to prepare an Outstanding financial planning proposal?”
September 22, 2012 (Sat) 2:30pm to 4:00pm
Ming Wah Building T1, The University of Hong Kong, Pokfulam Road, Hong Kong
The Financial Planning Workshop on the topic of “How to prepare an ountstanding financial planning proposal?” made at Hong Kong Undergraduate Financial Planners of the Year Award 2012 on 22 of September 2012 had been warmly received by the attendants, and responses were overwhelmly positive. Dr. Sidney SZE, president of HKRFP presented his comprehensive knowledge on the subject., delivery power, interactive communication technique and shared financial planning practical experience with all participating teams. Representatives of HKRFP shared professional experience with participants
The Workshop conducted in English. Attendants came to know more about the assessment process, judging criteria and the skills of preparing a well-organized finacnial planning proposal. It is requirement that each team must send at least One team member to attend the workshop. Teams that fail to comply will be disqualified.