Overview & Timeline





Launched in 2007, the Awards are co-organised by the HKIB, China Banking Association and Financial News to recognise practitioners who excel in the financial planning and wealth management profession. 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 in mainland China through this Awards programme.
 

Eligibility & Application

The Awards are open to financial planning practitioners in the banking and financial services sectors in mainland China. Applicants shall be aged 18 or above with endorsements from current employer. Please download and read OFMP (Mainland China) Leaflet for further details of the call for entries.

Applicants can choose to enter one of the following categories, based on their years of work experience and the nature of their practice:

Applicants are required to submit written financial plans in Round 1 and Round 2. Shortlisted applicants are required orally present their plans to judges in the Final Round.
 

Timeline

 

Date

Detail

 14/11/2017

The 9th Outstanding Financial Management Planner Awards (Mainland China) - Open for Applications

 08/12/2017

The 9th Outstanding Financial Management Planner Awards (Mainland China) - Application Deadline

 19/01/2018

The 9th Outstanding Financial Management Planner Awards (Mainland China) - Submission Deadline for Round 1: Written Financial Plan 

 16/03/2018

The 9th Outstanding Financial Management Planner Awards (Mainland China) - Round 1: Results Announcement

 20/04/2018

The 9th Outstanding Financial Management Planner Awards (Mainland China) - Submission Deadline for Round 2: Written Financial Plan

 01/06/2018

The 9th Outstanding Financial Management Planner Awards (Mainland China) - Round 2: Results Announcement 

 29/06/2018

The 9th Outstanding Financial Management Planner Awards (Mainland China) - Final Round: Oral Presentations

 06/07/2018

The 9th Outstanding Financial Management Planner Awards (Mainland China) - Presentation Ceremony & Dinner

 


Downloads