Introduction:

The 18th HKIB Outstanding Financial Management Planner Awards aims to recognise individuals who excel in the financial planning and wealth management profession.

Organiser:

The Hong Kong Institute of Bankers (HKIB) and CTgoodjobs

Categories of awards:

Category A: General Wealth Management Customers
(suitable for financial planners with up to three years of experience)

Category B: General Wealth Management Customers
(suitable for financial planners with more than three years of experience)

Category C: High Net Worth Customers
(suitable for financial planners who manage more than US$1 million (primary residence excluded) of customer investable assets)

Registration deadline:

10 July 2025 (Thursday)

Enquiries:

For more information, please refer to the event webpage.

Date:

29 May 2025 (Thursday)

Time:

4:15 – 5:45pm

Venue:

The Hong Kong Institute of Bankers (3/F Guangdong Investment Tower, 148 Connaught Road Central, HK)

Language:

Cantonese supplemented with English PowerPoint

Event details:

For enquiries and registration, please contact Mr Lionel LAM at 2153 7818 or Ms Cathy CHING at 2153 7892 or via email at ofmp-awards@hkib.org.