Amidst increasing awareness of the importance of financial planning and wealth management, the HKIB strives to enhance the competency and integrity of financial planners and wealth management practitioners through this highly recognised Awards programme. Launched in 2006, the Awards recognise individuals who excel in the financial planning and wealth management profession.
The 14th HKIB OFMP Awards will be launched in May 2021.
The Awards are open to financial planning practitioners in the banking and financial services sectors in Hong Kong and Macao. Applicants can choose to enter one of the following categories, based on their years of work experience and the nature of their practice:
Each applicant is required to submit a written financial plan, either in English or Chinese, and orally present the plan to the judges. The applicant''s current employer must endorse the plan prior to submission. Applicants may write the financial plan in one language and orally present it in another.
|27/06/2019||Launch Reception/Information Session|
|19/07/2019||Early Bird Offer Close|
|30/07/2019 AM or
|Training - Module I - Foundation Training (3 hours - 9:30am - 12:30pm)|
30/07/2019 PM or
Training - Module II - Best Practice Training (3.5 hours - 2:00pm - 05:30pm)
|01/08/2019 AM or
Training - Module (III) Practical & Soft Skills Training (3.5 hours)
AM: 9:00am - 12:30pm
|05/09/2019||Written Financial Plan Submissions Deadline|
|03/10/2019 6:00pm||Round 1 - Results Announcement|
|Round 2 - Closed Door Oral Presentation|
|07/11/2019 6:00pm||Round 2 - Results Announcement|
|22/11/2019||Final Round - Closed Door Oral Presentation|
|06/10/2020||Awards Presentation Ceremony
(Remarks: Rescheduled from 21 February 2020)
firstname.lastname@example.org or (852) 2153 7800
|No. of Awards|
|Round 1||Certificate of Merit||7|
|Round 2||Silver and Bronze Awards
Best Presentation Awards
Best Financial Planning Proposal Awards
|Final Round||Grand and Gold Awards
Top Nomination Award
|Trust Establishment (10%)||
|Recognising Financial Needs and Life Goal Analysis (20%)||
|Undergoing Financial Assessment (25%)||
|Structuring Financial Plan (35%)||
|Timely implementation and Expectation Management (10%)||
|Round 1: Written Financial Plan||Participants submit written financial plan based on hypothetical cases provided|
|Round 2: Closed Door Presentation||Participants are invited to orally present their written financial plans to judges|
|Final Round: Best of the Best||Select Grand/ Gold/ Top Nominations Awards|
Registration For the 13th HKIB OFMP Awards:
All 3 of the above steps must be completed by registration deadline of 26 Jul 2019 (Friday).
The 13th HKIB OFMP Awards
The Hong Kong Institute of Bankers
3/F, Guangdong Investment Tower
148 Connaught Road Central
For e-cheque, please state "The 13th HKIB OFMP Awards Registration Fee" under "Remarks" and email to email@example.com
- Confirmed training schedule will be sent by e-mail by 29 Jul 2019.
- Hypothetical Case for Written Financial Plan will be sent after training on 1 Aug 2019.
For registration enquiries, please contact us at: