Department of Economics & Finance
AACSB International EQUIS - European Quality Improvement System

20 November 2018

Hong Kong Undergraduate Financial Planners of the Year Award 2018

Four student teams from the Department of Economics and Finance, Department of Management, Department of Management Sciences, and College of Business got awards in the Hong Kong Undergraduate Financial Planners of the Year Award 2018, which was organized by the Society of Registered Financial Planners.

The following team Luminous was named 3rd Runner up in the final round.

  • Chan Wing Him, Bosco (BBA in Finance)

  • Lam Chin Hei, Rain (BBA in Finance)

  • Lau Wing Man, Carmen (BBA in Finance)

  • Wu Ka Chun, Henry (BBA in Finance)

Other 3 teams, Team Black Mamba, Team Double XL, and Team DPL were granted “Certificate of Excellent” in Round 2.

Team 1: Black Mamba

  • CHAN Ki Fung, Keith (BBA in Management)

  • CHEN Yalin, Ruby (BBA in Global Business)

  • TSANG Tak Lok, Derek (BBA in Business Economics)

  • WANG Xinyu, Mikal (BBA in Business Economics

Team 2: Double XL

  • LI Yuexuan (BBA in Finance)

  • LIAO Honglin (BBA in Business Analysis

  • XIE Wenyu (Bsc in Computational Finance

  • XU Menghan (BBA in Business Economics)

Team 3: DPL

  • DAI Tian, Demi (BBA in Finance

  • DAN Yujing, Pemberley (BBA in Finance

  • DUAN Yixuan, Bianca (Bsc in Computational Finance

  • LI Wenda, Frank (BBA in Business Economics)

The annual competition attracted more than 70 teams of students from local universities this year. There are three rounds of competition. Its final round required student teams to give a presentation on their strategies for financial planners to capture the opportunities of both insurance-linked securities (ILS) and Fintech.

Dr. WONG Chak Sham Michael: Associate Professor, Department of Economics and Finance, advised the student teams during the competition.

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