Hong Kong Undergraduate Financial Planners of the Year Award


  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.

Whatsapp: 852 9078 1829
E-mail: info@hkrfp.org
Tel: 3105 1744

Whatsapp: 852 9078 1829
電郵: info@hkrfp.org
電話: 3105 1744