Over the years, the EOC has collaborated with the banking industry to ensure that individuals from different backgrounds and disadvantaged groups enjoy equal access to quality banking and financial services. Organised by the Hong Kong Institute of Bankers, the Outstanding Financial Management Planner Awards aim to promote best practices in financial planning, including ethical selling and the provision of products suitable for clients from diverse backgrounds. The 17th edition of the Awards is now open for submissions until 19 July 2024. The EOC is pleased to support this initiative.

The Awards are open to financial planning practitioners in Hong Kong and Macao. Applicants are required to submit a written financial plan of a hypothetical case, followed by a closed-door presentation to the judges. An information session will be held on 30 May 2024 for interested parties to learn more about the application procedures.

• Read more about the Awards
• Read the registration guideline