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Corporate Financial Education Leadership

 

This Award aims to recognize collective efforts of commercial firms and non-profit entities have made to improve financial literacy in Hong Kong.

 

 AwardGoldSilverBronzeBest Corporate Financial Education Leadership of the YearFor the commercial firm that has achieved the most criteria.Certificate of AchievementRecognizes organizations that have made contribution that do not fall into the below criteria.Commercial FirmsAchieving 4 criteria or moreAchieving 3 criteriaAchieving 2 criteriaNon-Profit EntitiesAchieving 3 criteria or moreAchieving 2 criteriaAchieving 1 criteria

 

Assessment Criteria

The Criteria is set out to demonstrate how financial education could be met. Submissions of the firms should specify and elaborate the criteria engaged.

 

The Criteria:

Digital/Virtual: Websites, apps, videos, social media platforms, online tutorials or hotlines that are available to consumers with free and impartial sources of information, tools and resources. Consumers are able to navigate the financial landscape and access the information they need

Print: Publication of books, toolkits and training materials for free financial education to the public

Games: Customized games for financial education

Open Events: Providing financial education through engaging and exciting competitions, road shows, etc

Focus Groups: Organizations focusing on what they know the best to offer a wide range of programs covering all aspects of financial education, e.g. seminars, talks, workshops and campus events

Support of Employees’ Engagement: Organizations providing their employees with flexibility, support and encouragement to engage in policy-making and the creation of advocacy groups related to financial education

Vulnerable Groups: Special programs or resources for specific cohort groups, e.g. people experiencing high financial stress, people with low income or few assets, vulnerable seniors, and religious differences as they pertain to loans and borrowings

IT and Modular Examples: Disruptive technologies and business models for a better financial education future, including the Internet of Things, artificial intelligence and the sharing economy

Co-effort Examples: Partnership or sponsorship to support a financial education program run by a charity, school, non-profit organization or policymaker, e.g. competitions and championship programs

Volunteering Programs: Building a sustainable volunteer program in which promoting financial education is one of the goals or activities

Employee Programs: Providing in-house financial well-being programs and workplace programs for employees

Research Examples: Commissioning research, or holding forums or summits to highlight the need for financial education so that the best practices can be shared and publicized

 

6

NOV

2017

Application Deadline

Apply Now

 

 

 

 

Contact Us:

The Institute of Financial Planners of Hong Kong

13/F, Causeway Bay Plaza 2, 463 - 483 Lockhart Road, Hong Kong

Tel: 2982 7888

Fax: 2982 7777

Email: marketing@ifphk.org

Website: www.ifphk.org

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Organizer:

Media Partner:

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Corporate Financial Education Leadership

 

This Award aims to recognize collective efforts of commercial firms and non-profit entities have made to improve financial literacy in Hong Kong.

 

 AwardGoldSilverBronzeBest Corporate Financial Education Leadership of the YearFor the commercial firm that has achieved the most criteria.Certificate of AchievementRecognizes organizations that have made contribution that do not fall into the below criteria.Commercial FirmsAchieving 4 criteria or moreAchieving 3 criteriaAchieving 2 criteriaNon-Profit EntitiesAchieving 3 criteria or moreAchieving 2 criteriaAchieving 1 criteria

 

Assessment Criteria

The Criteria is set out to demonstrate how financial education could be met. Submissions of the firms should specify and elaborate the criteria engaged.

 

The Criteria:

Digital/Virtual: Websites, apps, videos, social media platforms, online tutorials or hotlines that are available to consumers with free and impartial sources of information, tools and resources. Consumers are able to navigate the financial landscape and access the information they need

Print: Publication of books, toolkits and training materials for free financial education to the public

Games: Customized games for financial education

Open Events: Providing financial education through engaging and exciting competitions, road shows, etc

Focus Groups: Organizations focusing on what they know the best to offer a wide range of programs covering all aspects of financial education, e.g. seminars, talks, workshops and campus events

Support of Employees’ Engagement: Organizations providing their employees with flexibility, support and encouragement to engage in policy-making and the creation of advocacy groups related to financial education

Vulnerable Groups: Special programs or resources for specific cohort groups, e.g. people experiencing high financial stress, people with low income or few assets, vulnerable seniors, and religious differences as they pertain to loans and borrowings

IT and Modular Examples: Disruptive technologies and business models for a better financial education future, including the Internet of Things, artificial intelligence and the sharing economy

Co-effort Examples: Partnership or sponsorship to support a financial education program run by a charity, school, non-profit organization or policymaker, e.g. competitions and championship programs

Volunteering Programs: Building a sustainable volunteer program in which promoting financial education is one of the goals or activities

Employee Programs: Providing in-house financial well-being programs and workplace programs for employees

Research Examples: Commissioning research, or holding forums or summits to highlight the need for financial education so that the best practices can be shared and publicized

 

Apply by

6 NOV 2017