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:
Previous Conference
2016
The Making of Leaders in Financial Planning
2015
Positioned for Success
2014
Driving New Growth
2013
The Changing Face of the Financial Planning Landscape
2012
A New Financial Era - Challenges and Opportunities
2011
The New Wave of Change: Where is Hong Kong’s Financial Planning Industry Headed?
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