(From left) Sky Wang, Jack Yu, Dr Astrophel Choo, Steven Yiu and Keith Cheng are delighted to receive the third prize at the SCMP/IFPHK Financial Planner Awards 2015


(左起) 王淵同學、餘鑫浩同學、朱勁龍博士、姚卓峰同學和鄭橋烽同學對團隊獲得「財務策劃師大獎2015」大學生組別季軍感到高興

Date: 16 Oct 2015 (Friday)

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BBA student team comes third in financial planner competition

工商管理學院四學生勇奪財務策劃師比賽季軍

A team of four BBA students, Keith Cheng (Finance, Year 3), Sky Wang (Accounting, Year 3), Steven Yiu (Applied Economics, Year 3) and Jack Yu (Accounting, Year 3), recently won the third prize in the University Student category of the SCMP/IFPHK Financial Planner Awards 2015. 
 
The winning team expressed their sincere gratitude to their coaches Dr Astrophel Choo, Lecturer of the Department of Finance and Decision Sciences, and Mr Lam Sui-wah, Teaching Consultant of the Department of Management, for their guidance throughout the competition. 
 
Steven Yiu said: “Dr Astrophel Choo taught us to think from different perspectives when looking at a case. We applied the knowledge and skills that we had learnt in the classroom to provide recommendations covering multiple angles for the case study in the competition which impressed the panel of judges and led to our success.” Keith Cheng thanked Mr Lam Sui-wah for spending great efforts in polishing their presentation skills, which is a life-long asset that will stand them in good stead.
 
Jointly organised by the Institute of Financial Planners of Hong Kong (IFPHK) and South China Morning Post, the Awards, in its 11th year, is an annual signature event in the industry covering the three major sectors of Banking, Independent Financial Advisory and Insurance. The Awards aim to recognise the outstanding performance of financial planning practitioners who excel in their professional skills and uphold industry best practices. The University Student category was established to recognise university students who show impressive promise in the financial planning arena.

工商管理學院四位同學鄭橋烽 (財務學三年級)、王淵 (會計學三年級)、姚卓峰 (應用經濟三年級) 和餘鑫浩 (會計學三年級),早前參加由香港財務策劃師學會與《南華早報》合辦的「財務策劃師大獎2015」,奪得大學生組季軍。
 
得獎團隊感謝導師財務及決策學系講師朱勁龍博士與管理學系教學顧問林瑞華先生,在比賽期間給予他們的悉心指導。姚卓峰同學說:「朱勁龍博士教導我們在分析案例時,應進行多角度思考。我們亦運用課堂所學知識和技巧,於比賽時以不同角度為案例提供建議,因此獲得評判讚賞,亦為我們取得勝利。」鄭橋烽同學亦感謝林瑞華老師花了不少時間訓練他們的演說技巧,讓他們終身受用。
 
「財務策劃師大獎」舉辦至今已是第十一屆,是財務策劃界的年度盛事,亦是唯一涵蓋銀行、保險和獨立理財顧問三大組別的比賽,旨在表揚財務策劃從業員的卓越表現,並提升業界的專業水平。比賽另設大學生組別以嘉許香港財務策劃業的後起之秀。