Hong Kong Undergraduate Financial Planners of The Year Award 2013
香港傑出大學生財務策劃師比賽2013
香港傑出大學生財務策劃師比賽2013
(November 16, 2013, Hong Kong) – The HKRFP gratefully acknowledge support from the Guest of Honour Ir Dr. Raymond Ho Chung-tai, Chairman of Dashun Policy Research Centre Ltd.
The Society of Registered Financial Planners (“HKRFP“) is proud to announce the winners of the “Hong Kong Undergraduate Financial Planners of the Year Award 2013″. Upon careful screening and audit of the 75 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 2013:
| University Name | Team Name | Team Members Name | Prize | |
| City University of Hong Kong | Visionary | Mo Ka Chun (Leader) Wong Ka Ho Poon Chung Yeung To Tsz Yan |
Champion |  |
| The University of Hong Kong | New Bridge | Mo Ruyan (Leader) Bi Ran Liu Chenyuan |
1st Runner-up |  |
| The University of Hong Kong | Zenith | Leung Hoi Kiu Arnold (Leader) Chan Ying Kit Steven So Ting Hei Vivian Wong Kin Yee Andy |
1st Runner-up |  |
| The University of Hong Kong | ADEO | Wong Ho Kar Oscar (Leader) Ko Wai Ching Ann Tong Jin Woon Eunice Tse Ka Cheuk Derek |
2nd Runner-up |  |
| City University of Hong Kong | Visionary | Mo Ka Chun | Best Presenter Award |  |
The following four teams have 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 | New Bridge | Mo Ruyan (Leader) Bi Ran, Liu Chenyuan |
| Hong Kong Shue Yan University | New Star | Li Ming Hong (Leader) Wu Hok Fu, Wong Yik Lin, Luk So Yi Sylvia |
| The University of Hong Kong | Spiral | Xu Shi Yue (Leader) Lin Jia Liang, Deng Yan Ran, Hu Hao |
| City University of Hong Kong | Visionary | Mo Ka Chun (Leader) Wong Ka Ho, Poon Chung Yeung, To Tsz Yan |
(* 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 | ADEO | Wong Ho Kar Oscar (Leader) Ko Wai Ching Ann, Tong Jin Woon Eunice, Tse Ka Cheuk Derek |
| Hong Kong Baptist University | Business Nova | Lam Sheung Wa (Leader) Poon Chun Lam, Mui Lok Hin Oscar, Ho Zhen Tao |
| Hong Kong Shue Yan University | FCL | Fung Ka Man (Leader) Chu Pak Yin, Lau Chor Ho |
| The University of Hong Kong | HMMA | Yuen Man Hin (Leader) Wong Chung Yuen Matthew, Chan Chi Fai Mathew, Hung Tsz Ho Horris |
| City University of Hong Kong | Hype | Leung Wing Ki Natalie (Leader) Ho Wai Kwan Vicki, Tang Cheuk Yiu Yuki, Tsoi Sin Yuk Cindy |
| The University of Hong Kong | Infinity | Lai Tsun Kin Kenny (Leader) Chow Yin Ching Martin, Ng Ka Ho David |
| The University of Hong Kong | New Bridge | Mo Ruyan (Leader) Bi Ran, Liu Chenyuan |
| Hong Kong Shue Yan University | New Star | Li Ming Hong (Leader) Wu Hok Fu, Wong Yik Lin, Luk So Yi Sylvia |
| The University of Hong Kong | Spiral | Xu Shi Yue (Leader) Lin Jia Liang, Deng Yan Ran, Hu Hao |
| City University of Hong Kong | Visionary | Mo Ka Chun (Leader) Wong Ka Ho, Poon Chung Yeung, To Tsz Yan |
| The University of Hong Kong | Zenith | Leung Hoi Kiu Arnold (Leader) Chan Ying Kit Steven, So Ting Hei Vivian, Wong Kin Yee Andy |
| Hong Kong Baptist University | Zenith | Yuen Sin Man (Leader) Wong Pui Sum, Wong Chi Kit, Bian Yi Wen |
(* In alphabetical order of team name)
Panel of Judges (In alphabetical order)
| Name | Title |
| Mr. Michael W.K.FAN | President of Hong Kong Society of Economists |
| (Chairman) Professor Albert Y.K.IP | Independent Non-Executive Director of Eagle Asset Management (CP) Limited, Hopewell Highway Infrastructure Limited, New World China Land, Tom Group & AEON Credit Services (Asia) Company |
| Ms. Daisy LO | Director of The Hong Kong Securities and Investment Institute |
| Dr. Sidney SZE | Founder President of Society of Registered Financial Planners |
| Mr. Michael M.S. WONG | President of Society of Registered Financial Planners, Director of Convoy Asset Management Limited |
| Mr. Ricky WONG | Executive Director, KODC Limited (A Member of Professional Insurance Brokers Association) |
Supporting Organizations / Associations (In alphabetical order)
| Hong Kong Institute of Investors | The Hong Kong Management Association |
| Hong Kong Productivity Council | The Hong Kong Securities and Investment Institute |
| Hong Kong Society of Economists | The Institute of Crisis and Risk Management |
| Rotary International District 3450 (Hong Kong / Macao / Mongolia) | The Institute of Securities Dealers Limited |
| The Actuarial Society of Hong Kong | The Taxation Institute of Hong Kong |
| The Hong Kong Federation of Insurers | Tung Wah Group of Hospitals – Healthy Budgeting Family Debt Counseling Centre |
Financial Planning Workshop
“How to prepare an Outstanding financial planning proposal?”
September 21, 2013 (Sat) 2:30pm to 4:00pm
Ming Wah Building T2, 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 2013 on 21 of September 2013 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 participantsThe 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.