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.


Date* Detail
 29/06/2018 Launch Reception/Information Session
 20/07/2018 Early Bird Offer Close
 27/07/2018 Registration Deadline
(AM or PM)
Training - Module I - Foundation Training (3 hours)
AM: 9:30am - 12:30pm
PM: 2:00pm - 5:00pm
 02/08/2018 AM or
 03/08/2018 AM
Training - Module II - Best Practice Training (3.5 hours - 9:00am - 12:30pm
 02/08/2018 PM or
 03/08/2018 PM
Training - Module (III) Practical & Soft Skills Training (3.5 hours - 2:00pm - 5:30pm)
 07/09/2018 Written Financial Plan Submissions Deadline
 05/10/2018 Round 1 - Result Announcement
01/11/2018 - 
Round 2 - Closed Door Oral Presentation
 09/11/2018 Round 2 - Result Announcement
 23/11/2018 Final Round Presentation
 22/02/2019 Presentation Ceremony & Dinner

*Key dates are subject to change at the discretion of the organizer without prior notice

For Enquiries, please contact:

Jacqueline Au:
 jacqueline.au@hkib.org / 2190-7078

Winky Chan: Winky.chan@hkib.org / 2190-7077


Meryl Fong: Meryl.fong@hkib.org / 2190-7070