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

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Corporate Financial Education Leadership

 

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

Assessment Criteria

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

 

  1. Digital Campaign: 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
  2. Print: Publication of books, toolkits and training materials for free financial education to the public
  3. Apps: Customized apps for financial education
  4. Events: Providing public financial education through engaging and exciting events, road shows, focus groups, games, etc
  5. COVID-19 Pandemic-specific Initiatives: Financial education initiatives that directly addresses the COVID-19 Pandemic
  6. Next Generation/ Retirement-specific Initiatives: Financial education initiatives that directly addresses on the topic of retirement or targeting the next generation
  7. Support of 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
  8. Innovative Examples: Actively adopting technologies in business models for a better financial education future, including the internet of things, artificial intelligence and the sharing economy
  9. Co-effort Examples: Partnership or sponsorship to support a financial education program run by a charity, school, non-profit organization or policymaker
  10. Volunteering Programs: Volunteering Programs: Building a sustainable volunteer program in which promoting financial education is one of the goals or activities
  11. Employee Programs: Providing workplace financial wellness programs for employees
  12. Research Examples: Commissioning research to highlight the need for financial education so that the best practices can be shared and publicized

 

Assessment and Judges

The judging panel is comprised of the IFPHK's board members and experienced CFP® professionals.

 

Award Commercial Firms Non-Profit entities
Gold Achieving 4 criteria or more Achieving 3 criteria or more
Silver Achieving 3 criteria Achieving 2 criteria
Bronze Achieving 2 criteria Achieving 1 criteria
Best Corporate Financial Education Leadership of the Year
For the commercial firm that has achieved the most criteria.

Organizer:

Supporting Organizations:

Corporate Financial Education Leadership

 

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

Assessment Criteria

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

 

  1. Digital Campaign: 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
  2. Print: Publication of books, toolkits and training materials for free financial education to the public
  3. Apps: Customized apps for financial education
  4. Events: Providing public financial education through engaging and exciting events, road shows, focus groups, games, etc
  5. COVID-19 Pandemic-specific Initiatives: Financial education initiatives that directly addresses the COVID-19 Pandemic
  6. Next Generation/ Retirement-specific Initiatives: Financial education initiatives that directly addresses on the topic of retirement or targeting the next generation
  7. Support of 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
  8. Innovative Examples: Actively adopting technologies in business models for a better financial education future, including the internet of things, artificial intelligence and the sharing economy
  9. Co-effort Examples: Partnership or sponsorship to support a financial education program run by a charity, school, non-profit organization or policymaker
  10. Volunteering Programs: Volunteering Programs: Building a sustainable volunteer program in which promoting financial education is one of the goals or activities
  11. Employee Programs: Providing workplace financial wellness programs for employees
  12. Research Examples: Commissioning research to highlight the need for financial education so that the best practices can be shared and publicized

 

Assessment and Judges

The judging panel is comprised of the IFPHK's board members and experienced CFP® professionals.

 

DEC 2021 - JAN 2022

Corporate visit presentation

Award Commercial Firms Non-Profit entities
Gold Achieving 4 criteria or more Achieving 3 criteria or more
Silver Achieving 3 criteria Achieving 2 criteria
Bronze Achieving 2 criteria Achieving 1 criteria
Best Corporate Financial Education Leadership of the Year
For the commercial firm that has achieved the most criteria.