IFPHK Financial Education and ESG Leadership Awards 2026
Application Form - Corporate

Awards Entry Part 1 – Company Details Contact Person Part 2 – Assessment Criteria 1 to 5 Part 2 – Assessment Criteria 6 to 10 Part 3 – ESG Engagement Part 4 – Declaration

Awards Entry

Corporate Financial Education and ESG Leadership

Category Commercial Firms Non-Profit Entities

Part 1 – Company Details

Name of Company (English)Name to be shown on trophy and all promotion materials Name of Company (Chinese)Name to be shown on trophy and all promotion materials Logo of CompanyLogo to be shown on promotion materials

Contact Person

Title Dr. Mr. Ms. Mrs.

Name of Contact Person Position Department Contact Number Email (Confirmation and announcement will be sent to this email) Office Address

Important notes:

I acknowledge that submission of application does not resemble to being awarded. The awarded corporate and non-profit entities are required to bore a program fee (corporate: HK$48,000 or HK$60,000; non-profit entities: HK$5,000) that includes trophy and exposure in all award-related promotional materials, etc. For details, please refer to the program website.

Part 2 – Assessment Criteria 1 to 5

Please submit financial education practices or tools that were carried out and completed between 1 July 2025 and 30 June 2026 together with supporting documents. One file upload is allowed for each criterion only.

1. Digital Campaigns / App: 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.

Supporting document (In less than 20MB) Brief Description (Optional)

2. Print: Publication of books, toolkits and training materials for free financial education to the public.

Supporting document (In less than 20MB) Brief Description (Optional)

3. Events: Providing public financial education through events, road shows, focus groups, games, etc.

Supporting document(In less than 20MB) Brief Description (Optional)

4. Support of Vulnerable Groups: Special programs or resources for specific cohort groups, such as people experiencing high financial stress, low income, vulnerable seniors and related communities.

Supporting document (In less than 20MB) Brief Description (Optional)

5. Innovative Examples / Creativity: Actively adopting technologies and business models for a better financial education future, including IoT, artificial intelligence and the sharing economy.

Supporting document (In less than 20MB) Brief Description (Optional)

Part 2 – Assessment Criteria 6 to 10

6. Co-effort Examples: Partnership or sponsorship to support a financial education program run by a charity, school, non-profit organization or policymaker.

Supporting document (In less than 20MB) Brief Description (Optional)

7. Volunteering Programs: Building a sustainable volunteer program in which promoting financial education is one of the goals or activities.

Supporting document (In less than 20MB) Brief Description (Optional)

8. Staff Engagement Programs: Providing workplace financial wellness programs for employees and encouraging lifelong learning and professional qualifications in financial planning and sustainability investment, e.g. CFP certification, AFP certification, QRA qualification, etc.

Supporting document (In less than 20MB) Brief Description (Optional)

9. Research Examples: Commissioning research to highlight the need for financial education so that best practices can be shared and publicized.

Supporting document (In less than 20MB) Brief Description (Optional)

10. Digital Finance Related: Financial education initiatives that focus on digital finance, including but not limited to open finance, crypto-assets and Central Bank Digital Currencies (CBDCs).

Supporting document (In less than 20MB) Brief Description (Optional)

Part 3 – ESG Engagement

This is a compulsory field for all applicants. Please submit two internal and two external ESG initiatives completed between 1 July 2025 and 30 June 2026 together with supporting documents.

Internal ESG Initiative 1

Supporting document (In less than 20MB) Brief Description (Optional)

Internal ESG Initiative 2

Supporting document(In less than 20MB) Brief Description (Optional)

External ESG Initiative 1

Supporting document (In less than 20MB) Brief Description (Optional)

External ESG Initiative 2

Supporting document (In less than 20MB) Brief Description (Optional)

Part 4 – Declaration

Our Company / organization hereby agrees and declares that:

All information provided in this form is true and accurate. I understand the IFPHK has the right to nullify any award made to my company due to provision of any false, misleading information or failure to supply the documentation for verification. All decisions made by the IFPHK regarding the eligibility of our company / organization are final. I understand that the application information provided would be used for the promotion of the Awards.

The Privacy Policy is available at the IFPHK website.

CAPTCHA

↑