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  • November 22, 2014
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  1. Competition to set industry benchmark

    Posted May 05th 2005, 12:00am by Chris Davis

    ... China Morning Post, the first IFPHK/SCMP Financial Planner of the Year competition aims to set the benchmark for those who work in the industry. IFPHK chief executive Angeline Chin said that, ... industry and help promote a culture of comprehensive and ethical financial planning,' Ms Chin said. The aim of the competition is to recognise individuals who deliver excellent financial ...

  2. Lack of trained staff holds back industry

    Posted Sep 26th 2008, 12:00am by Chris Davis

    ... More professionals are required to meet an expected 14 per cent growth in the financial planning industry this year, writes Chris Davis The battle to attract talent is still expected to remain one of the main concerns facing Hong Kong's burgeoning wealth management industry. Describing recent events that have shaken financial markets to their core as 'crazy', ...

  3. Goals and risk levels are vital

    Posted Nov 07th 2009, 12:00am by Chris Davis

    ... will work with a client to build a plan according to their needs and goals. A dedicated financial planner will also provide useful advice and know what is going on in the financial industry ... credentials such as the Certified Financial Planner certification, which upholds industry standards. ...

  4. Up-to-date training keeps professionals at top of game

    Posted May 28th 2005, 12:00am by Chris Davis

    ... Chris Davis HONG KONG'S FINANCIAL industry is widely recognised as part of the backbone of the economy and a sector that offers a wealth of career opportunities. The industry has high ... and finance at the City University of Hong Kong and the director of MSc programmes in banking, finance and financial engineering, said professionals would find it hard to succeed in an evolving market ...

  5. Endless demand for finance experts

    Posted Jan 15th 2005, 12:00am by Chris Davis

    ... an edge. The ever-changing financial industry requires today's professionals to demonstrate in-depth industry knowledge, better communication skills and more dynamic presentation abilities. ... developments in the financial and investment industry, including e-finance and online stock trading. 'Individuals who are working in or aspiring to pursue a career in finance or related industries ...

  6. New rules broadly welcomed by industry

    Posted Nov 07th 2009, 12:00am by Chris Davis

    ... Chris Davis As the financial planning industry seeks ways to win back the trust of clients whose wealth has been eroded, the sector also faces other challenges. For example, regulators want the banking industry to develop its own standardised method of classifying investment product risk and to formulate a process to assess investors' risk appetites. Banks have also been ...

  7. Financial sector knows keeping up with the pace is vital

    Posted Mar 05th 2005, 12:00am by Chris Davis

    ... of the most significant developments in recent Hong Kong accounting history,' Mr Best said. The financial planning industry is experiencing an upsurge in business as more clients seek ... than the financial sector. With the impact of globalisation- and international market liberalisation- banks, insurance companies, financial planning enterprises and accountancy firms ...

  8. Industry gets back to basics

    Posted Jul 18th 2009, 12:00am by Chris Davis

    ... every crisis creates opportunity. 'The financial crisis can be seen as having a positive or negative influence on the financial planning industry. But, for those who really want to make a career in the industry, now is a golden opportunity. These are times when committed financial consultants can excel and demonstrate their real value,' Mr Cheung said. Altruist is aiming ...

  9. Institutions embark on search for critical skills as rebuilding begins

    Posted Nov 07th 2009, 12:00am by Chris Davis

    ... the industry was quite low at the beginning of the financial crisis but, with the economy gradually picking up plus the series of regulatory reforms taking place, we can see that consumer confidence level is coming back and with it the willingness to join the industry.' Chin suggested that in addition to passing financial planning-related licensing exams, job seekers would have ...

  10. Industry braces for tough year

    Posted Feb 14th 2009, 12:00am by Chris Davis

    ... the financial meltdown the construction industry was feeling the pinch because there had been a slowdown in government-led infrastructure projects,' he said. Research conducted by the Hong Kong ... Kong's construction industry have been widely applauded but, according to professionals, the incentives are likely to have a varied impact. A basket of 10 major government-backed infrastructure ...




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