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
 06/07/2018 The 9th Outstanding Financial Management Planner Awards (Mainland China) - Presentation Ceremony & Dinner
 29/06/2018 The 9th Outstanding Financial Management Planner Awards (Mainland China) - Final Round: Oral Presentations
 01/06/2018 The 9th Outstanding Financial Management Planner Awards (Mainland China) - Round 2: Results Announcement 
 20/04/2018 The 9th Outstanding Financial Management Planner Awards (Mainland China) - Submission Deadline for Round 2: Written Financial Plan
 16/03/2018 The 9th Outstanding Financial Management Planner Awards (Mainland China) - Round 1: Results Announcement
 19/01/2018 The 9th Outstanding Financial Management Planner Awards (Mainland China) - Submission Deadline for Round 1: Written Financial Plan 
 08/12/2017 The 9th Outstanding Financial Management Planner Awards (Mainland China) - Application Deadline
 14/11/2017 The 9th Outstanding Financial Management Planner Awards (Mainland China) - Open for Applications