Hong Kong Undergraduate Financial Planners and Strategists of the Year Award 2026

香港傑出大學生財務策劃師及策略師比賽 2026

Champion Team will win SRFP&S TROPHY

                                                                 

                                                                 

 

11 August 2026 – 11 September 2026

Registration 參加辦法
On line application form can be downloaded from download area below. The application MUST be completed on or before 11 September 2026 i.e the closing entries day.

Workshop

※Except teams from 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:  19 September, 2026 (Sat), 1:00 pm – 3:40 pm
Venue: FellowSPACE HK at 28/F Tower A, Southmark, 11 Yi Hing Street, WONG CHUK HANG, Hong Kong.
                                                                 

 

Case Study will be published and can be downloaded from download area below after the workshop i.e. (in between 11 September 2026 18:00 – 23:59). Watch out this web page download area, please.

Cases study from the past UFP Awards were adopted by more than one universities for educational purposes.

Final Round presentation on a topical issue Theme will be published and can be downloaded from download area below after Round Two results announced on Oct 30 2026 (i.e. in between 16:00 – 23:59)

Workshop highlight 2025

The Workshop was held successfully on 07 September 2025 with 200 teams attended and 240 undergraduates participated from regional universities. A free lecture workshop was delivered by Mr. Simon Siu Po LEE.

Mr. Simon Siu Po LEE, is a Financial Columnist, Financial Consultant, Adjunct Faculty – Shenzhen Finance Institute, CUHK (Shenzhen), Senior Lecturer (part-time) Hong Kong Shue Yan University. Honorary Fellow at the Asia Pacific Institute of Business and an adjunct faculty at the Shenzhen Finance Institute (SFI) of CUHK (Shenzhen). He served as the co-director of International Business and Chinese Enterprise (IBCE) program from 2017 to 2021 and as Assistant Dean (Undergraduate Studies) at the CUHK Business School from 2015 to 2017. He graduated with a degree in Physics and minored in Computer Science. He holds MBA and M.Sc in computer science. He is a member of the HKICPA and a fellow of ACCA. Simon does often express his comments on economic and financial issues on local and international media. He delivers talks and training for firms and has written several books on personal finance.

 

“Hong Kong Undergraduate Financial Planners of the Year Award 2026” Final Round and Award Presentation Ceremony
香港傑出大學生財務策劃師比賽2026 (決賽) 暨頒獎典禮
Date: 21 November, 2026 (Saturday)
Time: 10:30 a.m. to 2:00 p.m.
Venue: FellowSpace HK – 28F, Tower A Southmark, 11 Yip Hing Street, Wong Chuk Hang, Hong Kong.

 

Important Dates of UFP Award 2026           Actions

August 11 – September 11   Registration period for undergraduates

September 19 (Sat)          Financial Planning Workshop

October 02 (Fri)  23:59       Deadline for Round One submission.

October 16 (Fri)                    Round One results announced (12 teams)

October 26 (Mon) 17:00      Deadline for Round Two submission.

November 02 (Mon)              Round Two result announced (8 teams)

November 11 (Wed) 23:59      Deadline for Final Round ppt submission (4 teams)

Nov 21 (Sat) 10:30 am      Final Round and Award Ceremony

                                                                

Joint Organisers for the UFP Award 2026:

    • The Hong Kong Institute of ESG Strategists
    • The Hong Kong Association of Financial Advisors

                                                                 

                                                                 

                                                                 

 

Co- Organiser and Sponsor for the UFP Award 2026:

  • Huiyuan Cowins Technology Group Limited

List of sponsors for the UFP Award 2026:

    • Association of Certified Fraud Examiners
    • Association of Chinese Internal Auditors
    • Dr. Kate Kwan
    • Family First Hong Kong Charity Foundation Limited
    • Fruit Tree Group
    • Grant Thornton Advisory Services Limited
    • Greater China Financial Professionals Association
    • Hon. Robert Lee Wai-wang, JP Legislative Council Member’s Office
    • Hong Kong & China Institute of Chartered Economic & Entrepreneurs
    • Hong Kong Academy of Management
    • ProVitae hk
    • Rotary Club of Kwan Tong Charitable Fund Limited
    • The Association of International Accountants – Hong Kong Branch
    • The Hong Kong Institute of Financial Analysts and Professional Commentators Foundation Limited
    • Tung Wah Group of Hospitals – Healthy Budgeting Family Debt Counselling Center                 
    •      

List of supporting organizations for the UFP Award 2026:

  • Algo Challenge Association
  • Dashun Foundation
  • Dashun Youth Division
  • The Taxation Institute of Hong Kong
  • Greater Bay Area FinTech League                                                

Objectives

  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.
  5. Encourage creative ideas in financial planning.

Benefits for participating students

  1. Put together theories and practical in financial planning works.
  2. Meet industry professionals and plan for future career.
  3. Winners are eligible to be SRFP&S student members and free of annual subscription fee for 2 years.

Eligibility 

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. All full time undergraduate students are eligible :

City University of Hong Kong
Hang Seng University of Hong Kong
Hong Kong Baptist University
Hong Kong Metropolitan University
Hong Kong Shue Yan University
Lingnan University
The Chinese University of Hong Kong
The Education University of Hong Kong
The Hong Kong Polytechnic University
The Hong Kong University of Science and Technology
The University of Hong Kong
University of Macau

   Prizes

  • Round One (12 teams)
    • 12 highest scores teams will be winners of Round One.
    • Certificate of Merit will be presented to 4 teams of Round One.
    • 8 teams of highest scores will be entered into Round Two.
  • Round Two (8 teams)
    • 8 highest score teams will be elected from winners of Round One.
    • Certificate of Excellent will be presented to 4 teams of Round Two.
    • 4 teams of highest scores will be entered into Final Round.
  • Final Round (4 teams)
    • 4 highest scores teams will be elected from winners of Round Two.
    • These 4 teams will be ranked as follows:
      • 3rd Runner-up team: Certificate of recognition plus cash prizes $3,000
      • 2nd Runner-up team: Certificate of recognition plus cash prizes $4,000
      • 1st Runner-up team: Certificate of recognition plus cash prizes $5,000
      • Champion team: Certificate of recognition plus cash prizes $6,000
      • HKRFP and Rotary Trophy for Champion team.
    • Winners of final teams are eligible to apply for HKRFP student membership with annual subscription fee waiver for two years.
  • Best Presenter
    • Certificate of recognition will be awarded to individual who has outstanding presentation performance during final round.
    • Participants are advised to introduce his or her simple name loudly and clearly. His and her name tag has to be evidently displayed so that the judges can listen and see you.

 

Competition Rules

Formation of team name: university names and related words to be incorporated into team name is prohibited. Please do NOT mention your university names and related words in your financial proposal submission and during your final presentation. Panel of judges will not know teams from which universities until Final Round results are obtained.

There are Three (3) Rounds of competitions.

It is a requirement that each team MUST send at least ONE team member to attend the financial planning workshop organized by Society of Registered Financial Planners (HKRFP). Teams fail to comply will be disqualified. 

  • Round One
    • (12 top score teams selected, out of which 8 top score teams enter into Round Two)
    • Written financial proposal submitted to HKRFP in English.
    • HKRFP will provide a case to be uploaded on HKRFP web site after workshop.
    • Each participating team should prepare a detailed financial proposal from 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)
    • Criterion
      • Effective use of client’s information (15 scores)
        • Make use of all the information provided in the case to assess the current financial conditions of the client.
      • Formulation of financial goals (10 scores)
        • Help the client establish realistic financial goals given his/her constraints.
      • Personal statement (15 scores)
        • Discussion of personal career goal and opportunities under the cross-boundary wealth management connect scheme.
      • Financial proposal (25 scores)
        • Devise and defend a comprehensive financial proposal that is most suitable for the client to achieve his/her financial goals.
      • Risk Analysis (15 scores)
        • Identify risks that may arise in the financial proposal and suggest safeguards to mitigate these risks.
      • Presentation (20 scores)
        • Clarity, organization, conciseness, grammar.

        • Please send proposal to HKRFP by e-mail: info@srfpns.org.

  • Round Two
    • (8 teams from Round One, out of which 4 top score teams selected to enter Final Round)
    • Each winners team is required to submit the following to HKRFP by e-mail info@hkrfp.org.
      • A 10 minutes video oral presentation of their written case in Round One in English, and
      • A set of Power point slides of the presentation.
    • Criterion
      • Communication skills (45 scores)
        • Present ideas clearly, systematically, effectively and forcefully.
      • Content delivery  – Personal statement (15 scores)
        • Presentation of personal statement and coverage of the cross boundary wealth management connect scheme.
      • Content delivery – Financial proposal (20 scores)
        • Presentation of essential elements of a financial proposal within the time constrain provided.
      • Power-point slides (ppt) (15 scores)
        • Quality of ppt.
      • Others (5 scores)
        • Charisma and team spirit.
      • Teams are ranked according to: combined scores of 0.5  x Round One scores + 0.5 x Round Two scores.
  • Final Round – Presentation on topical issue
    • A topical issue related to financial planning will be provided by HKRFP.
    • Each team has 10 minutes to present in front of a panel of judges in English.
    • Presentation will be followed by 10 minutes questions and answers session from panel of judges.
    • Each team is required  to send the the power-point slides of their presentation before Final Round and Award Presentation Ceremony by e-mail to info@srfpns.org
    • Criterion
      • Knowledge of the topic (20 scores)
      • Logical thinking (20 scores)
      • Presentation skills (20 scores)
      • Innovations, independent thinking (40 scores)
      • Teams are ranked according to: combined scores of 0.15 x Round One scores + 0.15 x
      • Round Two scores + 0.7 x Final scores.

Download Area

On line Registration; Workshop Dr Chester Chu Power-pointPower-point ; Workshop Power-point;  Case Study 2026;  Final Round Theme 2026.

 

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Panel of Judges

Dr. Raymond Savio W.F. CHAN, Vice President – Greater China Financial  Professional Association.

Prof. Perry Y.K. IP,  – Chairman & Executive Director – Huiyuan Cowins Technology Group Limited.

Dr. Kate KWAN, Councilor  – Society of Registered Financial Planners

Prof. William Y.S. CHAN, Vice President – The Hong Kong Association of Financial Advisors Limited

Mr. Francise YAU, Director – ProVITAE hk

 

Results of 2025

Winner Teams of Round One

We have 12 teams of Merit winners in Round One as following:

Team: Black grp – Undergraduates: KWONG Tse Yan Jessica, TAM Ka Lee Lily, CHICK Yee Ching Sharon from The University of Hong Kong.

                                                                 

Team: Get Rich Group – Undergraduates: ZHU Xi, SHUM Fong Shing, ZHOU Zihan, WO Tsun Lam from Hong Kong Shue Yan University.

                                                                 

Team: The Finals – Undergraduates: LIU Chengyu, XIANG Cheuk Yan, WANG Boqun from Hong Kong Shue University.

                                                                 

Team: Return on Intelligence –  Undergraduates: WANG Shuting, LUO Chi Shing, YANG Dianjun, KEAN Daniel Edward from Hong Kong Baptist University.

                                                                 

 

We have 8 teams of Excellent Winner Teams in Round Two as following:

Team: Big Three – Undergraduates: WANG Yun Cloud, LI Shunxin Lucie, GAO Yu Wen Rebacca from The Hang Seng University of Hong Kong.

                                                                 

Team: BStorm – Undergraduates: KWONG Wai Pong, BI zhihan, YI Yanqi from The Hang Seng University of Hong Kong.

                                                                 

Team: CCWW – Undergraduates: WAN Chun Kit Jacky, CHAN Kai Shing Leo, WONG Wai Lam Kelly, CHAU Tsz Yan Chloe from City University of Hong Kong.

                                                                 

Team: StratAgem:) – Undergraduates: CHENG Nga Chi Gigi, TSANG Wing Nam Agnes, CHEN Haiqing Mia, YU Pak Yin Patrick from Hong Kong Metropolitan University.

                                                                 

 

We have 4 teams of Winner Teams of Final Round in 2025 as follows:

Champion

Team: Ceber – Undergraduates: LUK Wai Lok, WAN Chentin, XU Zhenhan, LIANG Xinyue from The Hong Kong Polytechnic University.

                                                                 

1st Runner-Up

Team:  Let’s fire  – Undergraduates: CHOY Man Lang, SU Jiaxuan, XU Kexin, WAN Xin from Hong Kong Shue Yan University.

                                                                 

2nd Runner-Up

Team:  BMC Trio – Undergraduates: CHUI Hau Yi Becky, LI Hing Ning Macy, SY Lok Yee Coey from City University of Hong Kong.

                                                                 

3rd Runner-Up

Team: GPT – Undergraduates: ZOU Le Ying, ZHOU Xiang, HU Xi Rui, MIAO Shi Han from The University of Hong Kong.

                                                                 

Best presenter:

Undergraduate  – LIANG Xinyue of Ceber from The Hong Kong Polytechnic University.

                                                                 

 

 

 

Enquiries 查詢及聯絡

Whatsapp: (852) 9078 1829
E-mail: info@srfpns.org
Tel: (852) 9078 1829 or 3105 1744
Website: http://www.hkrfp.org