中文

DEC 2021 - JAN 2022

Corporate visit presentation

 

 

 

 

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

Download the Flyer

Citizen Volunteer in Financial Education

This Award is given to any individual1 who has shown their commitment of time, energy and knowledge to deliver pro bono financial education services.

 

To be qualified, each individual has to meet the following requirements:

  1. Individuals must have completed at least one pro bono financial education event / program between 1 July 2019 and 30 June 2021.
  2. Applications must be duly endorsed by the event / program organizer or a service recipient. The event / program organizer must be an NPO registered in Hong Kong.
  3. Service records, event pictures, etc., can also be provided as proof of evidence.

Application Fee: HK$300 (including delivery fee of certificate)

 

 

Remarks:

1. “Individual” is not limited to financial services practitioners, financial planners, CFP® professionals, AFP® professionals, etc.

2. Silver awards will be given to “Citizen Volunteer” who have been awarded from 2019 to 2021.

3. Bronze awards will be given to “Citizen Volunteer” who have been awarded in both 2020 and 2021.

 

Award Eligibility Number of Winners
Certificate of Recognition 1 event / program Unlimited
Gold Being awarded for 5 years
Silver2 Being awarded for 3 years
Bronze2 Being awarded for 2 years

Organizer:

Supporting Organizations:

Award Eligibility Number of Winners
Certificate of Recognition 1 event / program Unlimited
Gold Being awarded for 5 consecutive years
Silver Being awarded for 3 consecutive years
Bronze Being awarded for 2 consecutive years

DEC 2021 - JAN 2022

Corporate visit presentation

Award Eligibility Number of Winners
Certificate of Recognition 1 event / program Unlimited
Gold Being awarded for 5 consecutive years
Silver Being awarded for 3 consecutive years
Bronze Being awarded for 2 consecutive years