Hong Kong Undergraduate Financial Planners of the Year Award 2018
香港傑出大學生財務策劃師比賽 2018

[Press Release/新聞稿]
Society of Registered Financial Planners announced today that“Hong Kong Undergraduate Financial Planners of the Year Award 2018” Final Round and Award Presentation Ceremony has been successfully concluded on 17 November 2018.
Press release(English):Click here

新聞稿(中文): Click here

UFP 2018 highlight

The HKRFP gratefully acknowledge support from the Guest of Honour Mr. Vincent Lee, BBS, MSc
FCPA, Deputy, the 13th National People’s Congress, PRC and Chairman of Tung Tai Group of Companies.

“Hong Kong Undergraduate Financial Planners of the Year Award 2018” Final Round and Award Presentation Ceremony

Date: 17 November, 2018 (Saturday)
Time: 10:30 a.m. to 2:00 p.m.
Venue: Theater 7F (Room 701), Hong Kong Federation of Youth Groups Building, 21 Pak Fuk Road, North Point, Hong Kong

List of supporting organizations for the UFP award 2018

  • The Actuarial Society of Hong Kong
  • The Hong Kong Management Association
  • 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 Institute of Hong Kong
  • Hong Kong Society of Economists
  • The Hong Kong Federation of Insurers
  • Hong Kong Securities Association Limited
  • The Hong Kong Association of Financial Advisors
  • The Hong Kong Institute of Financial Analysts and Professional Commentators Limited

Application period

13/8/2018 – 12/9/2018





PrizeUniversity NameTeam NameTeam Members NamePhoto
ChampionThe Hang Seng University of Hong
The BeyondersCHAN Chin Hong, Brooklyn
TSE Kwan Tsz, Jane
NG Shun On, Sean
Ho Kai Kong
1st runner-upThe Hong Kong University of Science
and Technology
Sailor MoonXU Chongsheng
LIU Zedek Wai Lam
LI Mengyi
2nd runner-upHong Kong Shue Yan University League of LegendsLEE Wing Sze
CHEN Huixuan
HE Guantao
3rd runner-upCity University of Hong Kong LuminousWU Ka Chun
CHAN Wing Him
LAM Chin Hei
LAU Wing Man
Best Presenter AwardThe Hang Seng University of Hong
The BeyondersCHAN Chin Hong, Brooklyn

“Certificate of excellent”:

PrizeUniversity NameTeam NameTeam Members NamePhoto
Certificate of Excellent City University of Hong KongBlack Mamba
TSANG Tak Lok, Derek
WANG Xinyu, Mikal
CHEN Yalin, Ruby
Chan Ki Fung, Keith
Certificate of Excellent Hong Kong Shue Yan UniversityCURLWONG Pui Shan
LEUNG Maan Chi
Certificate of Excellent City University of Hong KongDouble XLXU Menghan
LI Yuexuan
LIAO Honglin
XIE Wenyu
Certificate of Excellent City University of Hong KongDPLDAN Yujing, Pemberley
DAI Tian, Demi
LI Wenda, Frank
DUAN Yixuan, Bianca

“Certificate of Merits”:

PrizeUniversity NameTeam NameTeam Members NamePhoto
Certificate of MeritsCity University of Hong KongMiracle WorkersWONG Cheuk Ho
Lam Ho Hei
Chan Tsz Ki Jefferson
TSE Hiu Ching
Certificate of MeritsCity University of Hong Kong WindwardKO Ka Lo, Lucia
CHAN Sum Yee, Suri
LO Nga Ying, Kelly
Certificate of MeritsThe Hang Seng University of Hong
PacificCheung Chung Hang
Yau Chun Yin
Law Chi Hin
YU Kwok Ho
Certificate of MeritsHong Kong Shue Yan University AchievementCHAN Kwok Chuen
WONG Cho Pan
LO Yat Lai
CAO Dongliang
Certificate of MeritsThe Hong Kong University of
Science and Technology
Financial AmbassadorYEUNG, Chi Man
CHIU, Long Kuan
LAM, Tze Kuan
XIA, xiaotong, Miranda



※Except teams form Macau, it is a requirement that each team must send AT LEAST ONE TEAM MEMBER TO ATTEND THE WORKSHOP. Teams that fail to attend the workshop will be disqualified.

Topic: How to prepare an outstanding financial planning proposal
Time: 15 September, 2018(Sat), 2:30 pm – 4:00 pm
Venue: Chiang Chen Studio Theatre (CCST), The Hong Kong Polytechnic University



The Financial Planning Workshop on the topic of “How to prepare an outstanding financial planning proposal” made on 15 September, 2018 had been warmly received by the attendants, and responses were positive. Mr. LEE, Siu Po Simon (李兆波先生), Senior Lecturer / Co-director, International Business and Chinese Enterprise Programme of CUHK Business School presented his comprehensive knowledge on the subject 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.





  1. Raise awareness on financial planning among undergraduate students.
  2. Equip students with relevant knowledge for a career in financial planning.
  3. Provide recognition to outstanding students in the contest.
  4. Raise the Standards and professionalism in financial planning.


Benefits for participating students
  1. Put together theories and practicals in financial planning works.
  2. Meet industry professionals and plan for future career.



This is a Team competition. Each team consists of at least 3 or at most 4 students. Each student can only participate in one team and all members of a team must be from the same university and All full time undergraduate students are eligible :

只限現時修讀學士學位學生(Undergraduate bachelor’s degree)參加,包括以下院校:

  • City University of Hong Kong
  • Hang Seng Management College
  • 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
  • Univeristy of Macau

1.Round One (12 teams)

“Certificate of merit” will be presented to top 12 teams.

2.Round Two (4 teams)

“Certificate of excellent presentation” will be presented to the top 4 teams with the highest Round Two score.

3. Final Round (4 teams):

Champion team: cash prizes $5,000
1st Runner-up team: cash prizes $4,000
2nd Runner-up team: cash prizes $3,000
3rd Runner-up team: cash prizes $2,000
Best Presenter Award Certificate will be awarded to the student for Outstanding presentation performance .

1.第一階段 (12 teams)
在第一階段表現最佳12隊將會得到“Certificate of merit”。
2.第二階段 (4 teams)
在第二階段表現最佳4隊將會得到“Certificate of excellent presentation”.
3. 最後階段 (4 teams):
冠軍隊伍: 現金獎 $5,000
亞軍隊伍: 現金獎 $4,000
季軍隊伍: 現金獎 $3,000
殿軍隊伍: 現金獎 $2,000
最佳表現同學將獲得”Best Presenter Award Certificate”

Competition Rules

The Competition had three rounds.


Important Dates of UFP 2018Actions
August 13 – September 12
Registration period
September 15 (Sat) Financial Planning Workshop
October 1 (Mon) 23:59Deadline for Round One
October 10 (Wed)Round One results announced (12 teams)
October 22 (Mon) 17:00Deadline for Round Two
October 30 (Tue)
Round Two results announced (4 teams)
November 15 (Thu) 18:00Deadline to submit presentation file for Final Round (4 teams)
November 17 (Sat) AM Final round and Award Presentation Ceremony


Round One – Written financial proposal in English

Each participating team should use the case provided and they are required to submit a detailed financial proposal of the given case. The proposal must be written in English and no more than 15 single-sided, single-spaced pages, with 12-point Times Roman font size, one space need (including cover pages and appendices).

Except teams from Macau, it is required that each team must send at least ONE team member to attend the financial planning workshop organised by Society of Registered Financial Planners.Teams that fail to comply will be disqualified.



Effecitve use of client’s information (15 marks)
Formulation of financial goals (10 marks)
Formulation of a comprehensive financial proposal (40 marks)
Risk analysis (15 marks)
Presentation (20 marks)


Round Two – Video Oral Presentation

Each team is required to submit the following to HKRFP by email to info@hkrfp.org

  1. a 10 minutes video oral presentation of their written case in Round One in English and
  2. a set of Powerpoint slides of the presentation

The top 4 teams in combined score from Round One and Round Two based on the formula :
0.5 x Round One score + 0.5 x Round Two, to enter the final round.



Communication skills (45 marks)
Content delivery (35 marks)
PPT (15 marks)
Other (5 marks)


Final Round – Presentation on topical issue

A topical issue related to financial planning is provided. Each team is required to send the powerpoint slides of their presentation before Final Round and Award Presentation Ceremony by email to info@hkrfp.org.

Each team has 10 minutes to present in English in front of a panel of judges followed by 10 minutes of questions and answers from the judges in this round.

Teams are ranked according the formula:
0.15 x Round One score + 0.15 x Round Two score + 0.7 x Final Round score.



Knowledge of the topic (20 marks)
Logical thinking (20 marks)
Presentation skills (20 marks)
Innovations, independent thinking (40 marks)


UFP AwardsRegistration formCase studyWorkshop Powerpoint
2019Online ApplicationCase StudyWorkshop Powerpoint
2018Online ApplicationCase StudyWorkshop Powerpoint
2017Online ApplicationCase studyWorkshop Powerpoint
2016Online ApplicationCase studyWorkshop Powerpoint
2015Online ApplicationCase studyWorkshop Powerpoint
2014Registration formCase studyWorkshop Powerpoint
2013Registration formCase studyWorkshop Powerpoint
2012-Case study-
2011-Case study-
Those cases from the past UFP awards were adopted by more than one university for educational proposes.

E-mail: info@hkrfp.org
Tel: 31051744

電郵: info@hkrfp.org
電話: 31051744