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

The SCMP/IFPHK Financial Planner Awards 2013 (University Student Category)

The Department of Economics and Finance at CityU is pleased to announce that our undergraduate students - Mo Ka Chun (BBA (Hons) Business Economics, Year 2), Pang Hiu Lam (BBA (Hons) Quantitative Finance and Risk Management, Year 3), Tse Chi Ping (BBA (Hons) Business Economics, Year 2) and Wong Chi Keung (BBA (Hons) Quantitative Finance and Risk Management, Year 3) came in third place in the SCMP/IFPHK Financial Planner Awards 2013 – University Student Category.

The group of four was required to submit a written financial plan which includes a thorough analysis and comprehensive solution of a case in round 1. In the round 2, the group made an oral presentation of the financial plan. The competition aims at encouraging participants to apply in real-life cases what they learned in class and display the techniques and skills of a professional financial planner. The award comes with a cash prize of HK$5,000.

The awards presentation dinner was held on October 29, 2013 at the Island Shangri-La Hotel. More than 300 guests from the financial services industry and regulatory bodies joined the Guest of Honor, Professor K C Chan, GBS, JP, Secretary for Financial Services and the Treasury of the HKSAR Government, to witness the announcement of the winning teams.

The Department appreciates the efforts and time put in by our part-time lecturer, Dr. Stephanie Fan in providing guidance to our students during the competition. Students are actively encouraged to participate in this type of competition so that they understand more about case analysis, how to write financial plans, and strengthen their skills and techniques as financial planners.

From left to right
Mr. Wong Chi Keung (BBA (Hons) Quantitative Finance and Risk Management, Year 3), Mr. Mo Ka Chun (BBA (Hons) Business Economics, Year 2), Dr. Stephanie Fan (EF part-time lecturer), Ms. Pang Hiu Lam (BBA (Hons) Quantitative Finance and Risk Management, Year 3) and Mr. Tse Chi Ping (BBA (Hons) Business Economics, Year 2)

From left to right

From left to right
Mr. Wong Chi Keung (BBA (Hons) Quantitative Finance and Risk Management, Year 3), Mr. Mo Ka Chun (BBA (Hons) Business Economics, Year 2), Dr. Stephanie Fan (EF part-time lecturer), Ms. Pang Hiu Lam (BBA (Hons) Quantitative Finance and Risk Management, Year 3) and Mr. Tse Chi Ping (BBA (Hons) Business Economics, Year 2)