About the Conference

The Institute of Financial Planners of Hong Kong (IFPHK) is proud to present the IFPHK Financial Planning Conference 2022 (the “Conference”) on 19 December 2022 (Monday) at the Hong Kong Convention and Exhibition Centre. This flagship event will bring together about 400 leading experts, regulators, government officials, CFP® professionals and best minds across multi sectors of the financial services industry.

Themed ‘The Road Ahead: Transform and Sustain’, the Conference this year will cover a number of topics encompassing the future of financial plan

ning, such as financial regulatory updates, retirement planning and housing costs of seniors, ESG and new financial markets, etc.

Topic Highlights

• Key regulatory updates from government and regulatory official
• The Landscape and Client Servicing of the HNW Industry in Singapore

• Forum I: Sustainable and Green Investing for the Year Ahead

• Insiders’ Insights – sharing from a fund manager and an ETF expert

• Forum II: Tapping into New Financial Markets with Strong ESG Proposition

• Challenges and Opportunities – from the perspectives of an environmental organization, a climate-change Fintech company and a global insurance provider

• Forum III: IFPHK HK Retirement Index: Interpreting Housing Cost of Elderly

• Deep-dive in IFPHK Hong Kong Retirement Expense Index
• Learning with Experts – a medical practitioners and a designer to offer affordable senior housing solutions

• Forum IV: Seizing the Opportunity: Wealth Planning Enters New Era

• Decoding Common Prosperity Policy of Mainland China
• Best practice for financial planners in tax planning, trusts, wealth transfer and asset management

Participants who have completed the whole conference will be awarded with:

• 5.5 IFPHK CE Hours (including 1 compliance and/or ethics hour)
• 5.5 SFC CPT Hours
• 5.5 MPFA Non-core CPD Hours
• *2 IA CPD Hours

*Subject to final approval

Super Early Bird Discount

[ Valid until 25 November ]

[ Limited to 200 seats ]

HK$780 (Member) /

HK$1,280 (Non-Member)

Early Bird Discount

[ Valid from 26 November to 4 December ]

HK$1,080 (Member) /

HK$1,780 (Non-Member)

Regular Fee

[ Valid from 5 to 13 December ]

[ Application Deadline: 14 December ]

HK$1,380 (Member) /

HK$2,080 (Non-Member)

Speakers

19 DECEMber 2022

The programme is subject to change without prior notice

Mr. Chris Tse, CFP®

Chairman

Institute of Financial Planners of Hong Kong

Mr. Joseph Chan, JP

Under Secretary for Financial Services and the Treasury

The Government of the HKSAR

Mr. Ray Lee, CFP®

Board Member

Institute of Financial Planners of Hong Kong

Dr. Li Shun Cheong

Consultant, Pro Health Polyclinic

Clinical Tutor, Faculty of Medicine,

The Chinese University of Hong Kong

Mr. Lawrence Lui

Founder

Longevity Design House

Mr. Simon Ng

Managing Director of CrediTrust Fiduciary Group

Senior Partner of Consortium Family Office Limited

Mr. Paul Pong, CFP®

Vice Chairman (Development)

Institute of Financial Planners of Hong Kong

Ms. Kimmis Pun, CFP®

Managing Director of Family Office

Shenning Investments Pte Ltd

Dr. Keith Yu, CFP®

Board Member

Institute of Financial Planners of Hong Kong

Ms. Cynthia Hui

Acting Chief Operating Officer / Executive Director (Members)

Mandatory Provident Fund Schemes Authority

Dr. David Pun, CTA, CFP®

Principal Consultant

Acuvisions Corporate Strategy Ltd

Mr. Anthony Cheung

Vice Chairperson & Convenor of Green Finance

Friends of the Earth (HK)

Mr. Victor Cheung

Director and ETF Investment Strategist

Global X ETFs

Ms. Crystal Chan

Head of Investment Specialist

Principal Hong Kong

Mr. Arnold Hui

Head of Policy Research

and Carbon Market Governance

Carbonbase

Mr. Kennedy Ho, CFP®

Vice President

IPG Howden

Chairman

Keynote Speakers

Speakers

Previous Conference

2018

Embracing Changes with Confidence