Financial Planner | South China Morning Post
  • Sun
  • Mar 29, 2015
  • Updated: 6:54am

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