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Overview

About the Conference

The Institute of Financial Planners of Hong Kong (IFPHK) is proud to present the IFPHK Financial Planning Conference 2018 (the “Conference”) on 20 September 2018 (Thursday) at the Hong Kong Convention and Exhibition Centre. This flagship event will bring together over 400 leading experts, regulators, government officials, CFPCM professionals and best minds across multi sectors of the financial services industry.

 

The theme of the Conference is “Embracing Changes with Confidence”. This year, the Conference will cover a number of topics encompassing the future of financial planning, such as issues on evolving regulatory standards, latest industry trends, adaption of fintech and best practices.

Topic Highlights

  • Latest Regulatory Updates
  • Greater-Bay Area - Challenges and Opportunities
  • Voluntary Health Insurance Scheme
  • Building Sources of Retirement Income
  • Blockchain Technology and Wealth Management

20 September 2018 (Thursday)

 

Meeting Room N101, Hong Kong Convention and Exhibition Centre

 

9:15am – 5:15pm

 

Cantonese

(Unless specified)

 

 

Participants who have completed the whole conference will be awarded with:

  • 6 IFPHK CE Hours (including 1 compliance and/or ethics hour)
  • 2018 Designated CE course for QRA holders (3 hours)
  • 6 SFC CPT Hours
  • 6 MPFA non-core CPD Hours
  • 2 IA CPD Hours*

* Subject to approval

Super Early Bird Discount

[Valid Until 9 August]

[Limited to 200 seats]

HK$680 (Member) /

HK$1,180 (Non-Member)

 

Early Bird Discount

[Valid From 10 - 24 August]

HK$980 (Member) /

HK$1,680 (Non-Member)

 

Regular Fee

[Valid From 25 August]

(Application deadline: 18 September)

HK$1,280 (Member) /

HK$1,980 (Non-Member)

     Speakers

Programme

20 september 2018

More speakers will be announced shortly.

  • Morning Session

  • Afternoon Session

Sponsors and Supporters

To learn more about sponsorship details, please click HERE.

 

To sponsor, please contact:

Mr. Kevin Law

Senior Manager, Professional Development Department of IFPHK

Tel: (852) 2982 7869       Email: kevinlaw@ifphk.org

Supporting Organizations:

Special Thanks to:

Sponsoring Organizations:

Registration and Enquiries

Conference Registration

To Register Online, please click HERE. (FULL)

 

To Download Registration form, please click HERE. (FULL)

 

Enquiries

Institute of Financial Planners of Hong Kong

Address: 13/F, Causeway Bay Plaza 2,

463 - 483 Lockhart Road, Causeway Bay, Hong Kong

Tel: (852) 2982 7888              Fax: (852) 2982 7777

Email: marketing@ifphk.org