UFP Award 2017

[Hong Kong Undergraduate Financial Planners of the Year Award 2017]

UFP Award Case:


Financial Proposal

※The best 13 teams are 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.

※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 23 October, 2017 (Mon). HKRFP office is located at “Room 1404, 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.


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


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 2017, total memberships registered are approximately 3,000, from Hong Kong and China.


Our Seminar


Speaker︰ Dr Simon Chau Siu-cheong 周兆祥博士 Leading veteran green guru and former professor of The Chinese University of Hong Kong 前香港中文大學及香港浸會大學教授 香港資深綠色生活推廣者 綠色組織綠色力量創辦人之一 Date︰25 October 2017 ...

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Speaker︰ Mr. Michael M.S. WONG 黃敏碩先生 Director – CSL Securities Limited 康證有限公司董事 Date︰14 September 2017 (Thu) Time︰19:00 – 21:00 Venue︰23/F, Euro Trade Centre, 21-23 Des ...

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China Capital Markets – the latest

Speaker︰ Mr. Wilfred Yiu Ka Yan (姚嘉仁先生) Deputy chief executive officer and chief operating officer for Beijing Gao Hua Securities (in alliance ...

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Housing Market Outlook and Policy Implications

Speaker︰ Mr. William Tsang Wai-him (曾維謙先生) Senior Researcher of Our Hong Kong Foundation Mr. Ryan Ip Man-ki (葉文祺先生) Researcher of Our Hong Kong Foundation Date︰20 ...

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Speaker︰ Dr Raymond Chung-tai Ho (何鍾泰博士) Chairman of Dashun Foundation and Belt & Road Global Development Alliance Date︰22 May 2017 (Mon) Time︰19:00 – 21:00 Venue︰23/F, ...

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UFP Award 2017