Foreword
Connecting Values, Creating Impact: Financial Education and ESG for a Sustainable World
As CEO of The Institute of Financial Planners of Hong Kong (IFPHK), it is my privilege to introduce the Financial Education and ESG Leadership Awards 2025, an initiative that embodies our 25th anniversary theme: “Connection and Future”. In a world where AI may automate 80% of tasks, the not replaceable power of human connection, namely passing down wisdom, upholding ethical standards, and safeguarding our shared humanity, has never been more vital.
This year’s awards, “Connecting Values, Creating Impact,” spotlight the transformative synergy of financial education and ESG principles. Financial literacy unlocks economic agencies, while ESG ensures growth serves society. Together, they redefine success where profit and purpose converge to build a resilient, inclusive global economy.
Why This Matters Now
- For Businesses: In a market where 85% of investors demand ESG integration, leadership in sustainability is no longer optional. It is a competitive imperative.
- For Society: Financial inclusion and ethical governance are the cornerstones of a future where no community is left behind.
We Celebrate Trailblazers Who
- Democratize Financial Knowledge: Bridging literacy gaps through grassroots programs or innovative digital tools.
- Champion ESG Action: Embedding sustainability into core strategies, from net-zero supply chains to equitable governance.
- Drive Collective Impact: Whether for-profit or nonprofit, we spotlight collaborations that scale systemic change.
The Opportunity for You
By participating, your organization gains:
- Global Recognition: Visibility among policymakers, investors, and consumers who prioritize sustainability.
- Industry Leadership: A platform to shape best practices and inspire peers.
- Legacy Building: Cement your role as an architect of a just, sustainable economy.
A Call to Action
This is more than an awards program. It is a movement. Let us prove that finance can be the greatest lever for equitable progress. Submit your entry, share your story, and join a coalition of visionaries committed to:
- Connecting: Values across generations, sectors, and borders.
- Creating: Measurable, lasting impact for people and planet.
“The future belongs to those who act today.”
Dr. Paris Yeung
Chief Executive Officer
Institute of Financial Planners of Hong Kong
IFPHK ESG Statement
Our Environmental, Social and Governance (ESG) policy is anchored in ESG promotion to our stakeholders. We are dedicated to advocate ESG education, deliver its benefits to, and raise awareness among our members and relevant professionals in the business community.
Based on the latest trend of ESG knowledge and development, we aim to leverage academic research and industry expertise to advance our ESG practices to raise professional standards of financial planners in Hong Kong and Asia. IFPHK will implement our ESG policy through:
- Integrating ESG concepts into the six-step financial planning process
- Disseminating our latest ESG integration in financial planning to stakeholders and the community through our regular and designated channels such as seminars, conferences and award recognition
