Hong Kong Undergraduate Financial Planners of The Year Award 2014
香港傑出大學生財務策劃師比賽2014
(November 15, 2014, Hong Kong) – The HKRFP gratefully acknowledge support from the Guest of Honour Prof. Simon HO Shun Man, President of Hang Seng Management College.
The Society of Registered Financial Planners (“HKRFP“) is proud to announce the winners of the “Hong Kong Undergraduate Financial Planners of the Year Award 2014”. Upon careful screening and audit of the 54 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 2014:
| University Name | Team Name | Team Members Name | Prize | |
| Hong Kong Shue Yan University | Ocean | WONG Man Hin (Leader) CHUNG Kwong Kit, LAU King Tai Stephen |
Champion |  |
| University of Hong Kong | CABB Co. | LIAO Jingqiu (Leader) ZHANG Enze, LAM Leung Man Calvin, WANG Yiwei |
1st Runner-up |  |
| City University of Hong Kong | Proactive | SIN Yip Fung (Leader) LAU Kin Yin Kenneth, LEE Sze Ting Christy, WONG Shuk Wa |
1st Runner-up |  |
| Hong Kong Polytechnic University | The starship | WONG Lok Sze Phoebe (Leader) LO Tsz Kwan Christy, LEE Tsz Huen Cherie, NG Siu Ki |
2nd Runner-up |  |
| Hong Kong Shue Yan University | Ocean | WONG Man Hin | Best Presenter Award |  |
(* In alphabetical order of team name)
Calcualting the marks of Round One and Round Two, the final four teams will be:
| University Name | Team Name | Team Members Name |
| University of Hong Kong | CABB Co. | LIAO Jingqiu (Leader) ZHANG Enze, LAM Leung Man Calvin, WANG Yiwei |
| Hong Kong Shue Yan University | Ocean | WONG Man Hin (Leader) CHUNG Kwong Kit, LAU King Tai Stephen |
| City University of Hong Kong | Proactive | SIN Yip Fung (Leader) LAU Kin Yin Kenneth, LEE Sze Ting Christy, WONG Shuk Wa |
| Hong Kong Polytechnic University | The starship | WONG Lok Sze Phoebe (Leader) LO Tsz Kwan Christy, LEE Tsz Huen Cherie, NG Siu Ki |
(* In alphabetical order of team name)
The following four teams have been awarded “Certificate of Excellent Presentation” for their outstanding presentation preparation and technique:
| University Name | Team Name | Team Members Name |
| City University of Hong Kong | Ace | CHONG Hon Kit (Leader) CHAN Kai Yin, FU Cheuk Yau |
| University of Hong Kong | CABB Co. | LIAO Jingqiu (Leader) ZHANG Enze, LAM Leung Man Calvin, WANG Yiwei |
| University of Hong Kong | Harvest | WU Di (Leader) LI Siqi, LIN Lin, YIN Cuiwen |
| Hong Kong Polytechnic University | The starship | WONG Lok Sze Phoebe (Leader) LO Tsz Kwan Christy, LEE Tsz Huen Cherie, NG Siu Ki |
(* 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:
| University Name | Team Name | Team Members Name |
| City University of Hong Kong | Ace | CHONG Hon Kit (Leader) CHAN Kai Yin, FU Cheuk Yau |
| University of Hong Kong | CABB Co. | LIAO Jingqiu (Leader) ZHANG Enze, LAM Leung Man Calvin, WANG Yiwei |
| Hong Kong Shue Yan University | Energy | YEUNG Yuen Chung (Leader) YIU Yui, LEE Wing Fai |
| University of Hong Kong | Harvest | WU Di (Leader) LI Siqi, LIN Lin, YIN Cuiwen |
| Hang Seng Management College | H2MD | CHAN Hin Wai (Leader) SO Yuk Fai, LEUNG Yan, CHOW Pak Hin |
| University of Hong Kong | Metis | LAI Ho Chun (Leader) YU Sheung Tat, CHEUNG Siu Fung, WEI Jia Jun |
| Hong Kong Shue Yan University | Ocean | WONG Man Hin (Leader) CHUNG Kwong Kit, LAU King Tai Stephen |
| University of Hong Kong | O.W.L | HUI Samson (Leader) WONG Hok Chun Anson, YUNG Yik Ho Felix, LEE Chun Ho |
| City University of Hong Kong | Proactive | SIN Yip Fung (Leader) LAU Kin Yin Kenneth, LEE Sze Ting Christy, WONG Shuk Wa |
| Hong Kong Shue Yan University | Running women | LIN Yingjing (Leader) ZHANG Yuer, LIU Yuhan, CHAN Po Yi |
| City University of Hong Kong | Subtle | CHAN Kwan Lai (Leader) HEUNG Suen Tung, LAM Tsz Ho, LEE Kwan Ngo |
| Hong Kong Polytechnic University | The starship | WONG Lok Sze Phoebe (Leader) LO Tsz Kwan Christy, LEE Tsz Huen Cherie, NG Siu Ki |
(* In alphabetical order of team name)
Panel of Judges (In alphabetical order)
| Name | Title |
| (Chairman) Professor Albert Y.K.IP | Chief Executive Officer of Langham Hospitality Investments |
| Ms. Ka Shi LAU | Managing Director & CEO of BCT Group (BCT Financial Limited / Bank Consortium Trust Co.) |
| Dr. Joe LEUNG | Principal Consultant of Organisational Learning Consultancy Ltd. |
| Ms. Daisy LO | Director of Hong Kong Securities and Investment Institute |
| Ms. Marggie MA | Vice President of Society of Registered Financial Planners, Managing Director of Vision Finance Group |
| Mr. Michael ONG | President of Hong Kong Society of Economists |
| Dr. Sidney SZE | Founder President of Society of Registered Financial Planners |
| Dr. Anthony C.W.TAM | Senior Education Consultant (Hong Kong, Macau, Taiwan) of Pearson Qualifications International |
| Mr. Michael M.S. WONG | President of Society of Registered Financial Planners, Director of Convoy Asset Management Limited |
| Mr. Joseph YAU | President of The Taxation Institute of Hong Kong |
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 |
| 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 20, 2014 (Sat) 2:30pm to 4:00pm
Venue: Theatre, Joint Professional Centre, Unit 1, G/F, The Center, 99 Queen’s Road Central, 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 2014 on 20 of September 2014 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.