​About the Awards

Introduction

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 has launched the “IFPHK Financial Education Leadership Awards” (The “FELA”) since 2018 to pay tribute to commercial firms, non-profit organizations, and individuals that have made significant efforts in improving financial literacy levels in Hong Kong.

 

Since its inauguration in 2018, 37 organizations and nearly 100 individuals have been lauded with the FELA as a hallmark of their devotion to financial education for the community. To encourage and honour achievements that address specific financial education needs, the award criteria will be finetuned as and when appropriate to move with the times.

 

Since 2022, ESG criteria has been added to FELA to deliver a stronger message of a sustainable mission of the awardees. It is hoped that refreshing the Awards from time to time, it may reflect justly on the social needs and rightly recognize the corporate leaders that constantly pick up and move on.

 

Objectives

1. To recognize commercial firms, non-governmental organizations (NGOs) and non-profit organizations (NPOs)  in providing public financial education to the community on a pro bono basis
2. To promote the importance of financial planning in Hong Kong
3. To raise the overall level of financial literacy in Hong Kong

 

Eligibility

Open to all Hong Kong commercial firms and non-profit entities who have invested, undertaken, or completed their financial education tasks between 1 July 2022 and 30 June 2023. To be eligible for the awards, firms must also fulfill the respective ESG achievement as specified.

 

Key Dates

4 July 2023  (Open for Entries)

31 August 2023 (Application Deadline)

9 October 2023 (Results Announcement)

November - December 2023 (Awards Presentation Ceremony)

 

ASSESSMENT AND JUDGES

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

 

 

Organizer:

Supporting Organizations: