UFP Award 2016

Round 2 



※You are required to submit a VCD/DVD disk that contains:

 (i) a 10-minute video oral presentation file in English of your written financial proposal in Round One

    (acceptable file formats are mpeg 4, avi and wmv) and

(ii) a Power Point file of the slides that go with your presentation video.

Please prepare your completed disk with the above (i) and (ii) and mark your team name only when submit it to us. Please be reminded that your University name SHOULD NOT be mentioned in your presentation. The disk must reach at HKRFP office by 17:00 on 17 October, 2016 (Mon). HKRFP office is located at “Room 504, Blissful Building, 243-7 Des Voeux Road Central, HK” (near exit B of Sheung Wan MTR Station).  You are strongly advised to deliver the disk by hand in order not to miss the deadline.

※Acknowledgment will be sent via email within two working days after application and proposal are received. The organizer will notify all correspondence to participants by email matters.

Who we are

Society of Registered Financial Planners ("HKRFP") is established to promote professionalism in financial planning. HKRFP is a self-regulatory and not-for-profit organization.


We are committed to:
1. Professional excellence and upgrading of public interest;
2. Nurture professionalism among financial planners, and raise public awareness on values of financial planning services, and
3. Ensure the quality, integrity, objectivity, diligence, due care and attention of services are adequately provided by financial planning professionals.

We regulate

HKRFP is established to regulate its members to act in the public interest by establishing and through continuous education, examination, experience, enforcement of code of ethics and professional responsibilities for HKRFP designation.


We educate

In the past 12 months, our monthly seminars, with wide variety of topics related to financial planning services, were organized with great success.


Our Membership

As at 2015, total memberships registered are approximately 3,000, from Hong Kong and China.


Our Seminar

Essential Asset Management Update: HK Regulatory Developments

Speaker︰ Mr. Hugo Ngaw 柯曉宇律師 Group Legal Counsel of Convoy Financial Group Date︰10 November 2016 (Thursday) Time︰18:30 – 20:30 Venue︰Unit 1, G/F, The Centre, 99 Queen’s Road Central, ...

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  (Original topic: 美國總統大選前夕的美股及港股投資策略) Speaker︰ Mr. Vincent Chen 陳志豪先生 Director, Business Development of China Asset Management (Hong Kong) Limited Date︰12 October 2016 (Wednesday) Time︰18:30 – 20:30 Venue︰Unit 1, G/F, The Centre, ...

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Beyond The Financial Performance and Figures: Rejuvenating an Aging Organisation-How Companies Can Survive in a Highly Competitive and Changing Market?

Speaker︰ Dr. Joe Leung Founder and Principal Consultant of Organisational Learning Consultancy Limited Date︰9 September 2016 (Friday) Time︰18:30 – 20:30 Venue︰Unit 1, G/F, The Centre, ...

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2016 Second Half Year Investment Outlook 2016下半年投資分析

Speaker︰ Mr. Michael M.S. WONG 黃敏碩先生 Director – Securities & Asset Management, Convoy Asset Management Limited Date︰17 August 2016 (Wednesday) Time︰18:30 – 20:30 Venue︰Unit 1, ...

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Speaker︰ Mr. Aaron Chan陳健豪 先生 Director – Retail Sales, HK ADS Securities阿布扎比證券香港有限公司 零售市場銷售總監 Date︰20 July 2016 (Wednesday) Time︰18:30 – 20:30 Venue︰Unit 1, G/F, The Centre, ...

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UFP Award 2016