Hong Kong Undergraduate Financial Planners of The Year Award 2015
香港傑出大學生財務策劃師比賽2015

In view of the growing importance of wealth management and financial planning, HKRFP is launching the Hong Kong Undergraduate Financial Planners of the Year Award 2015 (the “Award”) for undergraduate students. The aims of the Award are to raise the awareness of financial planning among students and to equip them with adequate preparation for a career in the financial planning industry.

As of last year, over 200 students from regional universities have entered into the Award competition and responses have been overwhelming. This competition is open to all full-time undergraduate students studying in the universities in Hong Kong and Macau.

A2

 


“Hong Kong Undergraduate Financial Planners of the Year Award 2015”
Final Round and Award Presentation Ceremony
香港傑出大學生財務策劃師比賽2015(決賽)暨頒獎典禮
at
Lecture Room C, Joint Professional Centre,
Unit 1, G/F, The Center, 99 Queen’s Road Central, Hong Kong

14 November, 2015 (Saturday)

Starting at 9:00 a.m. to 12:30 p.m.

ceremony

The HKRFP gratefully acknowledge support from the Guest of Honour Dr. Gordon Tsui Luen-on, JP, Vice Chairmen of Hong Kong Securities Association Limited.

2015_UFP_GOH

The Society of Registered Financial Planners (“HKRFP“) is proud to announce the winners of the “Hong Kong Undergraduate Financial Planners of the Year Award 2015”. Upon careful screening and audit of the 37 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 2015:

PrizeUniversity NameTeam NameTeam Members NamePhoto
ChampionThe Chinese University of Hong KongSerendipityChau Kwok Yan
Chan Tim Lun Chester
Chow Andrew U Yen
Leung Hau Sze
UFP2015_C
1st Runner-upCity University of Hong KongQuadra BrainsNi Chongbo
Sun He
Yeh Yun Ting
Zhang Wan Ting
UFP2015_1
2nd Runner-upCity University of Hong KongGladiatorLeung Ka Ho
Kam Chung Yin
Tso Ho Cheung
Kwok Ming Ho
UFP2015_2
3rd Runner-upHong Kong Shue Yan UniversityThe CrossLaw Pak Yin
Chan Tat Chi
Fong Ka Kuen
UFP2015_3
Best Presenter AwardThe Chinese University of Hong KongSerendipityChow Andrew U YenUFP2015_BP

“Certificate of Excellent Presentation” (In alphabetical order):

PrizeUniversity NameTeam NameTeam Members NamePhoto
Certificate of Excellent PresentationCity University of Hong KongFintastic BabyChan Kin Kwan
Lee Wing Sum
Wong Tsz Shan Jasmine
Lee Kam Wing
-
Certificate of Excellent PresentationCity University of Hong KongGladiatorLeung Ka Ho
Kam Chung Yin
Tso Ho Cheung
Kwok Ming Ho
2015_R2_Gladiator
Certificate of Excellent PresentationCity University of Hong KongQuadra BrainsNi Chongbo
Sun He
Yeh Yun Ting
Zhang Wanting
2015_R2_Quadia_Brains
Certificate of Excellent PresentationThe Chinese University of Hong KongSerendipityChau Kwok Yan
Chan Tim Lun Chester
Chow Andrew U Yen
Leung Hau Sze
2015_R2_Serendipity
Certificate of Excellent PresentationHong Kong Shue Yan UniversityTree ManWu Chun
Chan Chun Fai
Lam Man Kit
Ip Sheung Ming
-

“Certificate of Merits” (In alphabetical order):

PrizeUniversity NameTeam NameTeam Members NamePhoto
Certificate of MeritsThe University of Hong Kong2j1kHo Joyce Loksee
Pong Kin Wah
Leung Fung Ying
2015_R1_2J1K
Certificate of MeritsCity University of Hong KongFintastic BabyChan Kin Kwan
Lee Wing Sum
Wong Tsz Shan Jasmine
Lee Kam Wing
-
Certificate of MeritsCity University of Hong KongGladiatorLeung Ka Ho
Kam Chung Yin
Tso Ho Cheung
Kwok Ming Ho
2015_R2_Gladiator
Certificate of MeritsHong Kong Shue Yan UniversityGrand WealthChiang Wing Chi
Wong Wing Tung
Wan Man Wa
Lam Wai Lung
2015_R1_GRAND WEALTH
Certificate of MeritsHong Kong Shue Yan UniversityPredestinationWong Yin Wun
Fung Tin Kit
Yuen Sze Man
Zhang Junyi
2015_R1_Predestination
Certificate of MeritsCity University of Hong KongQuadra BrainsNi Chongbo
Sun He
Yeh Yun Ting
Zhang Wanting
2015_R2_Quadia_Brains
Certificate of MeritsThe Chinese University of Hong KongSerendipityChau Kwok Yan
Chan Tim Lun Chester
Chow Andrew U Yen
Leung Hau Sze
2015_R2_Serendipity
Certificate of MeritsHong Kong Shue Yan UniversitySuper WomenLee Pui Shan
Zeng Ming
Xu Yiran
2015_R1_Super Women
Certificate of MeritsCity University of Hong KongTeam SEALam To Kwong
Charlie Yoga
Ng Li Theng
Yang Yue
2015_R1_TEAM SEA
Certificate of MeritsHong Kong Shue Yan UniversityThe CrossLaw Pak Yin
Chan Tat Chi
Fong Ka Kuen
UFP2015_3
Certificate of MeritsHong Kong Shue Yan UniversityTree ManWu Chun
Chan Chun Fai
Lam Man Kit
Ip Sheung Ming
-
Certificate of MeritsHong Kong Shue Yan UniversityTrinityChan Wing Yin
Chan Shuk Kwan
Leung Yui Ki
Huang Peiyu
2015_R1_TRINITY

Panel of Judges (In alphabetical order):

2015_UFP_Judges

NameTitle
Dr. Anthony C.W.Tam (Chairman)Senior Education Consultant of Pearson Qualifications International
Ms. Marggie MaManaging Director of Vision Finance Group
Dr. Joe W.C.LeungPrincipal Adviser of Organisational Learning Consultancy Limited
Mr. Michael FanHonorary Life President of Hong Kong Society of Economists
Mr. Michael M.S.WongDirector of Convoy Securities Limited
Dr. Sidney T.C.SzeFounder President of Society of Registered Financial Planners
Ms. Daisy LoDirector of Hong Kong Securities and Investment Institute

Award Presenter:

NameTitle
Dr. Victor S. K.LEEExecutive Director of The Hong Kong Management Association

Album:

https://www.dropbox.com/sh/s14efx1ssdt5j84/AAAYNwy1hkS1tXl9N4YRWdc4a?dl=0

Supporting Organizations:

The Actuarial Society of Hong Kong

The Hong Kong Management Association

The Hong Kong Productivity Council

Hong Kong Securities and Investment Institute

The Institute of Crisis and Risk Management

Tung Wah Group of Hospitals – Health Budgeting Family Debt Counselling Centre

Hong Kong Institute of Investors

The Taxation Insititute of Hong Kong

Hong Kong Society of Economists

The Hong Kong Federation of Insurers


Financial Planning Workshop

workshop

Topic: How to prepare an outstanding financial planning proposal

Time:19 September, 2015 (Sat), 2:30 p.m. – 4:00 p.m. (Registration : 2:15p.m.)

Venue: Chiang Chen Studio Theatre (CCST), The Hong Kong Polytechnic University

IMG_0899IMG_0901

The Financial Planning Workshop on the topic of “How to prepare an outstanding financial planning proposal?” made on 19 September 2015 had been warmly received by the attendants, and responses were 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.

The Workshop conducted in English. It is requirement that each team of the UFP award must send at least ONE team member to attend the workshop. Attendants came to know more about the assessment process, judging criteria and the skills of preparing a well-organized financial planning proposal.


For more details, please visit UFP Award.