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

Hong Kong Undergraduate Financial Planners of the Year Award 2013

The Department of Economics and Finance at CityU is pleased to announce that Mo Ka Chun (BBA (Hons) Business Economics, Year 2), Wong Ka Ho (BBA (Hons) Finance, Year 2), Poon Chung Yeung (BBA (Hons) Finance, Year 2) and To Tse Yan (BBA (Hons), Year 1) won first place and Mo Ka Chun was named the best presenter in the Hong Kong Undergraduate Financial Planners of the Year Award 2013 organized by the Society of Registered Financial Planners (HKRFP). The award comes with a cash prize of $5,000.

This year, a total of 75 groups from the universities of Hong Kong and Macau took part in the competition.

In the first round of the competition, the groups were required to submit a detailed written financial proposal of a real-life case. The CityU team devised a realistic financial plan by making use of all the information provided in the case and carefully assessing the risks that may arise. In the second round, the groups had to submit a video recording of the oral presentation of their plans and were judged on how well they can present their ideas in a clear, systemic and effective manner. In the final round, they had to give a presentation on a topical issue, which was “Financial Planning in the new era of RMB internationalization”.

The Awards Presentation Ceremony was held on November 16, 2013. Dr. Ho Chung Tai, Raymond, Chairman of Dashun Policy Research Centre Ltd, was the Guest of Honor of the ceremony.

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. We encourage our student to join these competitions to sharpen their skills as financial planners and learn from the critique of industry experts.

From left to right
Mr. Poon Chung Yeung (BBA (Hons) Finance, Year 2), Ms. To Tsz Yan (BBA (Hons), Year 1), Mr. Wong Man Sek, Michael (President of Society of Registered Financial Planners, Director of Convoy Asset Management Limited), Dr. Ho Chung Tai, Raymond (Chairman of Dashun Policy Research Centre Ltd.), Mr. Wong Ka Ho (BBA (Hons) Finance, Year 2) and Mr. Mo Ka Chun (BBA (Hons) Business Economics, Year 2)

From left to right
Mr. Poon Chung Yeung (BBA (Hons) Finance, Year 2), Ms. To Tsz Yan (BBA (Hons), Year 1), Dr. Stephanie Fan (EF part-time lecturer), Mr. Mo Ka Chun (BBA (Hons) Business Economics, Year 2) and Mr. Wong Ka Ho (BBA (Hons) Finance, Year 2)

Best Presenter Award

From left to right
Mr. Albert Yip (Chairman of the Panel of Judges for the Hong Kong Undergraduate Financial Planners of the Year Award 2013) and Mr. Mo Ka Chun (BBA (Hons) Business Economics, Year 2)

For more information about the Hong Kong Undergraduate Financial Planners of the Year Award 2013, please visit the website of the Society of Registered Financial Planners: http://www.hkrfp.org/UFPAward2013.html