SCMP/IFPHK Financial Planner Awards 2010 Awards form_University.pdfSCMP/IFPHK Financial Planner...

SCMP/IFPHKFinancial Planner Awards 2010

University Student Category

Make your DREAM come true! Internship, Scholarship, Recognition...

TheseareyourswhenyoubecomeawinnerattheSCMP/IFPHKFinancialPlannerAwards.

JointheUniversityStudentCategory,andlettheentirefinancialservicesindustrylearnofyourtalenttoturnfinancialdreamsintofinancialreality!

EnquiryFor more information, please contact:

Institute of Financial Planners of Hong KongUnit 2601, Bank of East Asia Harbour View Centre, 56 Gloucester Road, Wanchai, Hong Kong

Tel : 2982 7888/2982 7834 (Mavis Ng) Fax : 2982 7777 Email : marketing@ifphk.org Website: www.ifphk.org

CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd (FPSB). The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks in Hong Kong and Macau, through agreement with FPSB.

OBJECTIVES• Honoroutstandinguniversitystudentswhoshowsoundfinancialacumenandknowledgeaboutfinan-

cialplanning.• Raiseawarenessoffinancialplanningamonguniversitystudents.• Highlighttheyoungtalentstotheentirefinancialplanningindustry.• Furtherstrengthenpublicawarenessofthebenefitsoffinancialplanningatanearlyage.• Promotethesixstepsofpersonalfinancialplanningprocess.• Introducefinancialplanningasarewardingcareertouniversitystudents.

ELIGIBILITY• Allfull-timeundergraduatestudentsstudyingatanyuniversityinHongKongrecognizedbytheHKSAR

Government.• Participationingroupsofthreetofourwhocomefromthesameuniversity.

FORMAT• TheAwardisdividedinto3rounds.

First Round - Detailed Financial Plan Allteamswillreceiveastandardcaseandarerequiredtosubmitafulldetailedwrittenfinancialplanthatfulfilsthefollowingcriteria:

• Shouldincludeathoroughanalysisandcomprehensivesolutionofthestandardcase,writtenstraighttothepoint.

• ShouldbewritteninEnglishusinga12-pointfontinMicrosoftWord.• Shouldcontainnomorethan12pagesofA4paper(excludingfrontcover,backcoverandappendices).

Backgroundandreferenceinformationshouldbeattachedasappendices.• Shouldsubmit3copiesofyourplanbydeadline.• Shouldattachacopyofyourapplicationformoraseparatesheetcontainingyourpersonalparticularswith

thewrittenplan.DoNOTincludeanyofyourpersonalinformationandnameofuniversityinyourplan.

Assessment Criteria:i. Applicationoffinancialknowledgeii. Demonstrationoftheunderstandingoffinancialplanningconceptsiii.Relevancyofthesolutionsprovidediv.Comprehensivenessandclarityofwrittenpresentation

AmongtheteamsfromeachUniversity,theteamthathasmetthebenchmarksetforthe2010Awardsandwiththehighestscorewillbeselectedtoenterthesecondroundcompetition.

Second Round - Video Presentation of RecommendationsTheselectedteamsarerequiredtopresenttheirrecommendationsbasedonthefollowingcriteria:

• Shouldsubmittheirpresentationinvideo format(mpgformat)andprovidesupplementaryinformationinwrittenformattoIFPHKofficebydeadline.

• EntirepresentationshouldbeconductedinEnglishandshouldNOTexceed10minutes.

TheTop3teamswillbeselectedtoenterthefinalround.

Assessment Criteria:i. Comprehensivenessandclarityofboththewrittenandverbalpresentationii. Understandingofclientsituationiii.Competencetoprovidesoundfinancialplanningadvicesandrecommendations

Final Round - PresentationTheselectedTop3teamsofstudentswillreceiveatopicrelatedtocurrentissueoffinancialplanningandneedtopresentatthefinalroundbasedonthefollowingcriteria:

• Presentthegiventopicandtheirviewswithin15minutesinEnglish.• Eachteamwillhave5minutestocommentontheotherteamandpresenttheirowncommentsorsuggestions.• 5-minuteQ&Asessionforthepanelofjudgesforeachteamafterthepresentation.• The1st,2ndand3rdprizewinnerswillbeselectedbythepanelofjudges.

TheFinalRoundsessionwillbeopenedupforuniversityprofessors,awardsparticipants,universitystudentsandmedia,withsharingonpresentationperformanceandcareerprospectsofafinancialplannerfromjudgesandindustrypractitioners.

Assessment Criteria:i. Knowledgeonthecurrentfinancialplanningissueii. Analyticalskillsiii.Spontaneousreactiontojudges’questions

PRIZES/ RECOGNITION• Firstprize–Internshipprogram*,HK$10,000scholarship,trophyandcertificate.• Secondprize–HK$8,000scholarship,trophyandcertificate.• Thirdprize–HK$5,000scholarship,trophyandcertificate.• Consolationprizes–HK$1,000scholarshipsandcertificates.• One-yearIFPHKstudentmembershipandCertificatesofMeritsforthetop18teams.• TrophiesforeachUniversity,whoseteamswon1st,2ndor3rdprizes.• Certificatesforallteamswhocompletedthe1stround.• AmbassadorProgram–thetop18teamswillbeinvitedtojointheprogramandrepresenttheIFPHKto

promotefinancialplanning,AwardsandCFPcertificationtothestudentsandthepublic.• Extraawardsfor: -BestPresentationofWrittenFinancialPlan -BestPresentationVideo• TheTopteamfromeachuniversitywillreceivetrophies.

* The internship program provides an exclusive opportunity to work in one of the top financial institutions.

INFORMATION SESSION-WinningStrategiesattheFinancialPlannerAwardsDate: 23January2010(Saturday)Time: 10:00am-11:30amVenue: ChiangChengStudioTheatre,ChungSzeYuenBuilding,TheHongKongPolytechnicUniversity,

HungHom,Kowloon

What will you get? - Explanationfromjudgesonthejudgingcriteria.- Tipsinbuildingandpresentinganaward-winningfinancialplan.- ReallifeexperiencefromaCFPCMprofessionalofwhatfinancialplannersdo.- CareerprospectintheFinancialPlanningindustry.

REGISTRATION & SUBMISSION• Ifyouwouldliketotakethischallenge,pleasesubmittheapplicationformbymailorfaxtothe

InstituteofFinancialPlannersofHongKongonorbefore11 February 2010.

Fax: 29827777 Address: SCMP/IFPHK Financial Planner Awards 2010 – University Student category Unit2601,26/F,BankofEastAsiaHarbourViewCentre 56GloucesterRoad,Wanchai,HongKong

• Emailacknowledgementwillbesenttotheteamsafterapplicationisreceived.• Allteamsarerequiredtosubmit3hardcopiesofthewrittenfinancialplanANDaRECENTpassport

size photoofeachmember(nophotocopyorhard-copyprintout)onorbefore5 March 2010.

Timeline Date Events

23January Informationsession

11February Applicationformsubmissiondeadline

5March Firstroundcasesubmissiondeadline

12April FirstroundresultannouncementandstartofSecondround

27April Secondroundvideosubmissiondeadline

12May SecondroundresultannouncementandstartofFinalround

29May Finalroundpresentation

TBC AwardsPresentationDinner

COPYRIGHT

1. All entries will not be returned to the teams. Organizers have the right to use the entries received for exhibition, publishing and any other publicity and promotion purposes.

2. All entries will not in any way infringe any third party’s right. Each team should ensure copyright clear-ance before any material is included in their plan for submission.

ENQUIRY Tel:29827888/29827834(MavisNg) Email:marketing@ifphk.org Website:www.ifphk.org

1. Please indicate if you will attend the information session to be held on 23 January 2010. * Yes / No. If yes, please provide the name of attending members: ______________________________

2. The information you have provided will be used by the organizers for promotion purposes. Please indicate if you agree to receive such promotion materials. * Yes / No

* Delete where inappropriate

Remarks1. Please return the completed form on or before 11 February 2010 by fax at 2982 7777 or by mail to IFPHK, Unit 2601, Bank of East

Asia Harbour View Centre, 56 Gloucester Road, Wanchai, Hong Kong, stating “SCMP/IFPHK Financial Planner Awards 2010 - University Student Category” on the envelope.

2. Acknowledgement will be sent via email after application is received.3. All teams are required to submit 3 hard copies of the written financial plan AND a RECENT passport size photo of each member (no

photocopy or hard-copy printout) on or before 5 March 2010.

Organizedby:

SCMP/IFPHK Financial Planner Awards 2010University Student Category

ApplicationFormPleasefillinallofthefollowingdetailsinBLOCKLETTERS.

UniversityName: (EngOnly)

TeamName: (EngOnly)

LeaderName: Mr/Miss (Eng Full Name)

(Chi)

Email:

Tel:

Current Year:

Faculty & Major:

Member 3Name: Mr/Miss (Eng Full Name)

(Chi)

Email:

Tel:

Current Year:

Faculty & Major:

Member 2Name: Mr/Miss (Eng Full Name)

(Chi)

Email:

Tel:

Current Year:

Faculty & Major:

Member 4Name: Mr/Miss (Eng Full Name)

(Chi)

Email:

Tel:

Current Year:

Faculty & Major: