Financial Planner

Finalists apply skills to real-life scenarios

SCMP/IFPHK Financial Planner Awards

To make a real impact, any competition testing professional skills must reflect real-life scenarios. It has to give contestants the chance to show their knowledge and, fairly but firmly, put them on the spot.

Friday, 21 September, 2012, 2:55am

Pitch preparation is key to success

The 2011 overall champion, Willie Yiu, anticipated judges' questions.

As the overall champion at last year's SCMP/IFPHK Financial Planner Awards, Willie Yiu knows exactly what this year's three finalists have been going through.

He clearly remembers, for instance, the intense period of preparation spent analysing a complex case study, and putting together a concise, fluent presentation with enough detail to impress all the judges.

21 Sep 2012 - 2:46am

Earth-moving experience redirects AIA planner

The massive tsunami that struck Japan on March 11, 2011, left the country's economy shaking and Nelson Lee (left) without a job. The aftermath forced the Japanese company where he worked as a translator to close down its business in Hong Kong. Lee's Japanese abilities, however, saw him meet with a senior leader at AIA, who was looking for a Japanese tutor.

15 Aug 2012 - 10:54pm

Convoy recruits financial planners

Not many companies had plans to increase their headcount by around 20 per cent in 2012, but Convoy Financial Services set that goal and is well on its way to achieving it.

26 May 2012 - 12:00am

Chef finds recipe to succeed in finance planning

Associate financial planner Alex Ling (left) was a chef before becoming a financial planner, having become interested in economics and finance at secondary school. His chance to join the industry came when he met Matthew Lui, his team leader at AIA.

11 May 2012 - 12:00am

Always consider 'what if' scenario

Popular wisdom in Hong Kong tends to enshrine property ownership as the key element in any investment portfolio, but one of the repeated mistakes in managing personal wealth is to get swept along by this type of thinking.

7 May 2012 - 12:00am

A wealth of learning

Master of Science in Wealth Management HKUSPACE

The programme, offered with Britain's Edinburgh Napier University, focuses on strategies in financial planning and the latest financial products.

30 Mar 2012 - 12:00am

Cakes and regular calls to find and keep clients

Johnny Cheng Kong-pang (left), an AIA associate financial planner, had a successful career as a pastry chef before he entered the financial services industry. One day some time ago, Cheng accompanied his girlfriend to seek financial advice from Matthew Lui Yue-chun at AIA.

23 Mar 2012 - 12:00am

Know how to network and communicate well

Nick Ng Wai-lung (right), associate director of Convoy Financial Services, says he chose to work in finance as it's a growth industry. He joined Convoy in 2006, after meeting his team leader on a training course. Ng identifies with the 'work hard, play hard' ethos of the firm. He talks to Wong Yat-hei

What is your academic background?

16 Dec 2011 - 12:00am

Unleashing the hero within

From zero to hero - this pretty much describes the story of Matthew Lui Yue-chun, who went from being a gang member to a respected public figure. Known as 'Zero Boy', Lui scored zilch in his first attempt at the Hong Kong Certificate of Education Examination (HKCEE). It became a defining moment for him. Today, he holds two master's degrees and a PhD.

18 Nov 2011 - 12:00am

High performers rule the roost

Convoy Financial Services aims to boost its financial planning team to 1,500 members before the end of the year. It started its recruitment campaign early this year and it has already expanded from 1,200 to 1,400 staff. To meet its hiring target, Convoy is hunting for 100 financial planners.

4 Nov 2011 - 12:00am

Top three companies of the year

To keep the SCMP/IFPHK Financial Planner Awards fresh and relevant, the organisers every year review the competition's basic format and categories. The reasons for this include wanting to move with the times as the financial planning profession evolves and client expectations change. But it is also important to set higher standards.

15 Oct 2011 - 12:00am

Fonts of excellent financial planners

The spotlight naturally falls on the individual finalists during the SCMP/IFPHK Financial Planner Awards, but within the industry another category is watched almost as closely.

That is the Company for Financial Planning Excellence award given to employers with the highest cumulative total of individual prize winners across the competition's three rounds.

15 Oct 2011 - 12:00am

Success a result of teamwork

There was nervous tension and heightened emotions all round as the SCMP/IFPHK Financial Planner Awards 2011 reached their climax at what has become the industry's biggest night of the year.

12 Oct 2011 - 12:00am

Commission, fee debate continues

When it comes to paying financial planning advisers, there is still heated, but unresolved debate in Hong Kong on fee-based versus commission-based services.

With the exception of the few independent financial planning firms who charge fees, the bulk of the industry here operates on a commission-based system.

12 Oct 2011 - 12:00am