Overview
About the Conference
The Institute of Financial Planners of Hong Kong (IFPHK) is proud to present the IFPHK Financial Planning Conference 2023 (the “Conference”) on 19 December 2023 (Tuesday) 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 'Unleashing the Next Wave of Growth’, the Conference this year will cover a number of topics encompassing the future of financial planning, such as financial regulatory updates, impacts of AI on health insurance industry, building robust family offices in Hong Kong, a deep dive in Hong Kong Retirement Expense Index and global macroeconomic overview, etc.
Topic Highlights
19 December 2023
(Tuesday)
9:15am – 5:15pm
Cantonese
(Unless specified)
Participants who have completed the whole conference will be awarded with:
* Subject to final approval
Super Early Bird Discount
[ Valid until 25 November ]
HK$800 (Member) /
HK$1,300 (Non-Member)
Early Bird Discount
[ Valid from 26 November to 4 December ]
HK$1,100 (Member) /
HK$1,800 (Non-Member)
Regular Fee
[ Valid from 5 to 13 December ]
[ Application Deadline: 14 December ]
HK$1,400 (Member) /
HK$2,100 (Non-Member)
Speakers
Programme
19 December 2023
The programme is subject to change without prior notice
AGENDA
Mr. Chris Tse, CFP®
Chairman
Institute of Financial Planners of Hong Kong
Ms. Cynthia Hui
Chief Operating Officer and Executive Director
Mandatory Provident Fund Schemes Authority
Mr. Gollum Shau, CFP®
Chief Executive Officer, Hong Kong
Grandtag Financial Consultancy & Insurance Brokers Ltd
Mr. Raphael P. Young
Regional Managing Director
Head of Financial Services, APAC
EPAM
Mr. Samuel Yung, SBS, MH, JP, CFP®
Vice Chairman
Committee for Economic Affairs, CPPCC National Committee
Dr. Jowin Fung, CFP®
CEO
Kingkey Family Office Limited
Chairman
Keynote Speakers
Speakers
Mr. Jimmy Au
Product Management Lead
Bowtie Life Insurance Company Limited
Dr. Louis Cheng, CFP®
Dr. S H Ho Professor of Banking and Finance
Director of Research Centre for ESG cum Director of Research Institute for Business
The Hang Seng University of Hong Kong
Mr. Edwin Cheung, CFP®
Vice Chairman (Finance & Administration)
Institute of Financial Planners of Hong Kong
Mr. Steve Chiu, CFP®
Chief Executive Officer - Asset Management
Principal Hong Kong
Mr. Thomson Ho
Co-founder and Head of Business Development
Hong Kong-based Insurtech Company 10Life
Ms. Marcella Chow
Global Market Strategist
J.P. Morgan Asset Management
Mr. Ray Lee, CFP®
Former Chairman
Institute of Financial Planners of Hong Kong
Mr. Paul Pong, CFP®
Vice Chairman (Development)
Institute of Financial Planners of Hong Kong
Afternoon Session
Morning Session
Sponsors and Supporters
Supporting Organizations:
Sponsoring Organizations:
To learn more about sponsorship details, please click HERE.
To sponsor, please contact:
Ms. Agnes Lee
Senior Manager, Marketing and Member Services Department
Previous Conference
2016
The Making of Leaders in Financial Planning
2015
Positioned for Success
2014
Driving New Growth
2013
The Changing Face of the Financial Planning Landscape
2012
A New Financial Era - Challenges and Opportunities
2011
The New Wave of Change: Where is Hong Kong’s Financial Planning Industry Headed?
Registration and Enquiries
Conference Registration
To register online, please click HERE.
To download registration form, please click HERE.
Enquiries
Institute of Financial Planners of Hong Kong
Address: 13/F, Causeway Bay Plaza 2,
463 - 483 Lockhart Road, Causeway Bay, Hong Kong
Tel: (852) 2982 7888
Fax: (852) 2982 7777
Email: marketing@ifphk.org