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About “World Financial Planning Day 2018” (“WFPD”)

 

The IFPHK hosts the “World Financial Planning Day 2018” (“WFPD”) in Hong Kong, as a support to the Financial Planning Standards Board (“FPSB”) initiatives during the International Organization of Securities Commissions’ (“IOSCO”) World Investor Week. The WFPD is set on 3 October, 2018 this year.

 

During the WFPD, the IFPHK and all FPSB’s affiliate organizations representing a global community of over 175,000 CFPCM professionals will provide programs to promote consumer awareness and understanding of financial planning.

 

IOSCO’s World Investor Week is a week-long global campaign designed to raise awareness about the importance of investor education and protection, and to highlight the investor education and protection initiatives of securities regulators around the world. As part of its global campaign, IOSCO has invited securities regulators from six continents, alone or in partnership with local and international nonprofit groups, to provide programs and events to promote the importance and value of investor education and protection.

 

For more information about the WFPD around the world, please visit: http://worldfpday.org/

 “Financial Goals and Retirement Planning of Hongkongers” Public Survey

As a prelude of the World Financial Planning Day 2018, the Institute of Financial Planners of Hong Kong (IFPHK) is now conducting “Financial Goals and Retirement Planning of Hongkongers” Public Survey (the “Survey”) to gather views on financial attitudes and retirement planning of Hong Kong’s general public. The research aims to create consumer awareness and increase understanding of the value of financial planning.

 

The Survey will be conducted between 7 August, 2018 to 31 August, 2018, targeting all citizen that is aged from 18 to 60 years old. The information and data collected through this online survey will be treated confidentially.

 

The Survey findings will be announced during the World Financial Planning Day on 3 October, 2018.

To participate, please click here. (Finished)

View our Facebook feeds on the Survey:

- Survey Launch here.

“Financial Goals and Retirement Planning of Hongkongers” Public Survey Result Announcement

Press Release (Coming soon)

Video Conference (Coming soon)

Consumer Resources

Consumer Booklet, click here.

Consumer Website, click here.

Supporting Organizations

The World Financial Planning Day is grateful for the support from corporates and institutes in this meaning initiatives. List of supporting organizations are as follow:

Bank of Communications

LiPACE, The Open University of Hong Kong

School of Business, Hang Seng Management College

Standard Life (Asia) Limited

“World Investor Week” –

Events in Hong Kong

The IFPHK is pleased to support the “World Investor Week” (WIW) initiatives led by the Investor Education Centre (IEC) in Hong Kong. Our participation are as follow:

“Changing landscape. Changing risks” Investor Education Seminar

Date: 6 October, 2018 (Sat)

Time: 2:00pm – 5:00pm

Venue: HKEX Connect Hall

Speakers: Mr. Chris Tse, Vice Chairman of IFPHK

Enquiries

Institute of Financial Planners of Hong Kong

Address: 13/F, Causeway Bay Plaza 2,

463 - 483 Lockhart Road, Causeway Bay, Hong Kong

Tel: (852) 2982 7888              Fax: (852) 2982 7777

Email: info@ifphk.org