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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 2019 (the “Conference”) on 23 September 2019 (Monday) at the Hong Kong Convention and Exhibition Centre. This flagship event will bring together about 400 leading experts, regulators, government officials, CFPCM professionals and best minds across multi sectors of the financial services industry.

 

Themed ‘Harness the Future: Gear up for Disruption’, the Conference this year will cover a number of topics encompassing the future of financial planning, such as financial regulatory updates, updates on the Greater-Bay Area, retirement planning and fintech development trends.

Topic Highlights

  • Regulatory Updates
  • Tapping into Greater-Bay Area Financial Opportunities
  • Planning for Quality Retirement Life
  • The Future of FinTech in Hong Kong

23 September 2019 (Monday)

 

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)
  • 2019 Designated CE course for QRA holders (3 hours)
  • 6 SFC CPT Hours
  • 6 MPFA Non-core CPD Hours
  • 2 IA CPD Hours

Super Early Bird Discount

[ Valid until 12 August ]

[ Limited to 200 seats ]

 

HK$720 (Member) /

HK$1,220 (Non-Member)

 

Early Bird Discount

[ Valid from 13 to 22 August ]

 

 

HK$1,020 (Member) /

HK$1,720 (Non-Member)

 

Regular Fee

[ Valid from 23 August ]

[ Application Deadline: 18 September ]

 

HK$1,320 (Member) /

HK$2,020 (Non-Member)

Speakers

Mr. Steve Chiu, CFPCM

Chairman

Institute of Financial Planners of Hong Kong

 

Mr. Chris Tse, CFPCM

Board Member

Institute of Financial Planners of Hong Kong

 

Mr. Dicky Yip, CFPCM, BBS, JP

Chairman

Ping An OneConnect Bank

 

Mr. Andrew Wan

Chief Financial Officer

Securities and Futures Commission

 

Prof. Albert So

Chairman

Hong Kong Mediation and Arbitration Centre

 

Dr. Eric Tsang

Adjunct Associate Professor

HKU SPACE

 

Mr. Anson Suen

Co-Founder and CEO

FundPark

 

Mr. Paul Pong, CFPCM

Former Chairman

Institute of Financial Planners of Hong Kong

 

Mr. Raymond Li, JP

Executive Director and Chief Executive Officer

The Hong Kong Mortgage Corporation Limited

 

Programme

More speakers will be announced shortly.

23 september 2019

Dr. David Chung, JP

Under Secretary for Innovation and Technology

The Government of the HKSAR

 

Mr. Francis Chung

Executive Chairman

MPF Ratings Limited

 

Ms. Melody Ip

Chief Executive Officer

Global-HK Solutions Limited

 

Ms. Alice Law

Deputy Chairman and Managing Director

Mandatory Provident Fund Schemes Authority

 

Ms. Cynthia Hui

Executive Director (Members)

Mandatory Provident Fund Schemes Authority

 

Mr. Fred Ngan, FSA

Co-Founder & Co-CEO

Bowtie Life Insurance Company Limited

 

Mr. Kevin Chor

Chief Life and Market Development Officer

AXA Hong Kong and Macau

 

Mr. King Cho

Chairman

Guangzhou Real Estate Investment

Guangdong-Hong Kong-Macao-Bay Area Economic and Trade Association

 

Ms. Jacqueline Chong

Chief Strategy Officer

GT GROUP

 

The programme is subject to change without prior notice

Chairman

Keynote Speakers

Speakers

  • Afternoon Session

  • Morning Session

Sponsors and Supporters

To learn more about sponsorship details, please click HERE.

 

To sponsor, please contact:

Mr. Kevin Law

Senior Manager, Professional Development and Training Department

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.

 

To download registration form, please click HERE.

 

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

To learn more about sponsorship details, please click HERE.

 

To sponsor, please contact:

Mr. Kevin Law

Senior Manager, Professional Development and Training Department

Tel: (852) 2982 7869

Email: kevinlaw@ifphk.org