The Department of Economics and Finance at CityU HK is pleased to announce that EF students won four major prizes, inlcuding Champion, 2nd Runner-up, 3rd Runner-up and Best Presenter Award, in the Hong Kong Undergraduate Financial Planners of the Year Award 2017 organized by the Society of Registered Financial Planners (HKRFP).
Our Team JEHL, made up of Deng Yuqian (Business Economics), Wei Jiaming (Accountancy), Pan Minwen (Finance) and Zhan Chenkai (Finance), was named the champion with a cash prize of $5,000. Deng Yuqian also won the Best Presenter Award of this year.
Team Zero – Zhao Mangi (Business Economics), Wan Xiaonan (Finance), Zhao Jiaying (Finance) and Zhang Chuhao (Accountancy) -- was awarded 2nd runner-up with a cash prize of $3,000.
Team Wolverine -- Chan Yu Hin Ivan (Finance), Chan Tsz Hong (Finance), Yan Tsz Yiu (Finance), Chan Yam Tsz (Banking and Financial Services) -- was awarded 3rd runner-up with a cash price of $2,000.
The annual competition attracted 62 teams of students from local universities this year. In the first round, the teams were required to submit a written detailed financial proposal of a real-life case. Our teams made use of all the information provided in the case to help the client establish a realistic financial proposal by assessing the risks that may arise. In the 2nd round, the teams were required to submit a video oral presentation of their written financial proposals. Their presentation skills were assessed in terms of how clearly, systemically and effectively they presented the ideas raised in the proposals. In the final round, the teams were required to give a presentation on a topical issue. The topic of this year was “How to beat or cope with ChatBot” in the AI transformation of the financial planning industry.
The Department appreciates the efforts and time put in by our Adjunct Professor, Dr. Stephanie Fan, in providing guidance to our students during the competition. We encourage our students to join these competitions to sharpen their skills as financial planners and learn from the critique of industry experts.
All final teams were invited to attend the Awards Presentation Ceremony on November 16, 2017 with the Guest of Honor Dr. Raymond Ho Chung-tai.
Hong Kong Undergraduate Financial Planners of the Year Award 2017
For more information about the Hong Kong Undergraduate Financial Planners of the Year Award 2017, please visit the website of the Society of Registered Financial Planners:
http://www.hkrfp.org/?page_id=14221
Team JEHL was named Champion of Hong Kong Undergraduate Financial Planners of the Year Award 2017. (From left to right) Dr. Anthony Tam, Deng Yuqian (Business Economics), Wei Jiaming (Accountancy), Pan Minwen (Finance) and Zhan Chenkai (Finance) and Dr. Raymond Ho Chung-tai.
Deng Yuqian (Business Economics, left) winner of Best Presenter Award poses with Dr. Raymond Ho Chung-tai.
Team Zero won 2nd Runner-up of Hong Kong Undergraduate Financial Planners of the Year Award 2017. (From left to right) Mr. Michael Fan, Zhao Mangi (Business Economics), Wan Xiaonan (Finance), Zhang Chuhao (Accountancy), Zhan Jiaying (Finance) and Dr. Raymond Ho Chung-tai.
Team Wolverine won 3rd Runner-up of Hong Kong Undergraduate Financial Planners of the Year Award 2017. (From left to right) Ms. Ruth Kung, Chan Yu Hin Ivan (Finance), Chan Tsz Hong (Finance), Yan Tsz Yiu (Finance), Chan Yam Tsz (Banking and Financial Services) and Dr. Raymond Ho Chung-tai.
Dr. Stephanie Fan (first row, fourth from left), Adjunct Professor of the Department of Economics and Finance, poses with Teams JEHL, Zero and Wolverine, and (second row, second from left) Ho Ho Ming (Finance) of Team FinStrate, which won a Certificate of Merit, at the Hong Kong Undergraduate Financial Planners of the Year Award 2017
