The Institute of Financial Planners of Hong Kong (IFPHK) was established in 2000 to develop and maintain high professional standards and self-discipline for providers of financial planning services in Hong Kong to ensure that consumers are well-served and their interests protected.
To align with the IFPHK’s mission to increase awareness of the importance of financial planning, the IFPHK is organizing the first IFPHK Financial Education Leadership Awards 2018 in collaboration with Metro Finance to pay tribute to commercial firms, non-profit organizations and individuals that have made significant efforts in improving financial literacy levels in Hong Kong.
To recognize commercial firms, non-governmental organizations (NGOs), non-profit organizations (NPOs) such as schools, professional bodies, charities, social enterprises, etc., as well as individuals in providing public financial education to the community on a pro bono basis*
To promote the importance of financial planning in Hong Kong
To raise the overall level of financial literacy in Hong Kong
Open to all Hong Kong commercial firms, NGOs, NPOs and individuals who have invested, undertaken or completed their financial education tasks between 1 January 2016 and 30 June 2017.
Assessment and Judges
Entries will be assessed on their innovation, dedication and commitment by a judging panel comprising of the IFPHK's board members and experienced CFPCM professionals.
* Definition of Pro Bono
The term Pro Bono is short for the Latin "pro bono publico," which means "for the public good." The term generally refers to free services that a professional provides to poverty-stricken clients, non-profit groups or charitable organizations. In the financial world, the term applies to free services or advice provided by a financial professional. (Investopedia, 2017)
The Institute of Financial Planners of Hong Kong
13/F, Causeway Bay Plaza 2, 463 - 483 Lockhart Road, Hong Kong