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

  • Regulatory Updates
  • Impacts of AI on Health Insurance Industry
  • Building Robust Family Office in Hong Kong
  • Deep Dive in Hong Kong Retirement Expense Index
  • Global Macroeconomic Overview

19 December 2023


9:15am – 5:15pm

Meeting Room N101, Hong Kong Convention and Exhibition Centre


(Unless specified)



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 ]


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)



19 December 2023

The programme is subject to change without prior notice


Mr. Chris Tse, CFP®


Institute of Financial Planners of Hong Kong

Mr. Peter Gregoire

Head of Market Conduct and General Counsel

Insurance Authority

Mr. Paul Yu

General Manager (Policy and Regulation)

Mandatory Provident Fund Schemes

Authority (MPFA)

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


Mr. Samuel Yung, SBS, MH, JP, CFP®

Vice Chairman

Committee for Economic Affairs, CPPCC National Committee

Dr. Jowin Fung, CFP®

Managing Director & CEO

Kingkey Family Office Limited


Keynote 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


Tel: (852) 2982 7875      Email: agneslee@ifphk.org

Registration and Enquiries

Conference Registration

To register online, please click HERE.


To download registration form, please click HERE.



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





    Sponsors and Supporters

    Previous Conference

    Registration and Enquiries