Overview & Timeline
Jointly organized by:
Amidst increasing awareness of the importance of financial planning and wealth management, the HKIB strives to enhance the competency and integrity of financial planners and wealth management practitioners through this highly recognised Awards programme. Launched in 2006, the Awards recognise individuals who excel in the financial planning and wealth management profession.
Eligibility & Application
The Awards are open to financial planning practitioners in the banking and financial services sectors in Hong Kong and Macau. Applicants can choose to enter one of the following categories, based on their years of work experience and the nature of their practice:
Each applicant is required to submit a written financial plan, either in English or Chinese, and orally present the plan to the judges. The applicant''s current employer must endorse the plan prior to submission. Applicants may write the financial plan in one language and orally present it in another.
|10/07/2017||Launch Reception/Information Session|
|28/07/2017||Early Bird Offer Close|
|22/09/2017||Written Financial Plan Submissions Deadline|
|16/10/2017||Round 1 - Result Announcement|
| 13/11/2017 -
|Round 2 - Closed Door Oral Presentation|
|20/11/2017||Round 2 - Result Announcement|
|05/12/2017||Final Round Presentation|
|02/02/2018||Presentation Ceremony & Dinner|