Toggle navigation
Main content start

What's Happening Events

< Back to all upcoming events
25
Mar 2024
(Mon)

CFP Certificant Experience Sharing: Take your career path up a notch (25 Mar 2024)

Subject
Investment Management
Print

Thanks for your participation!

The above event has been completed successfully. Please look forward to the upcoming events.

Want to read more about the event recap?

Date & time
25Mar 2024 (Mon)19:00 - 20:00
Venue
Online
Fee
Free.
Speaker
  • Mr. Arthur Lam (Alumnus, HKU SPACE Financial Planning Alumni Society) ;
  • Mr. Vincent Li (Student) ;
  • Ms. Debbi Li (Student) ;
  • Dr. Angus Yip, CFP®, CEP® ;
  • Dr Mike Hui, MSc., CFA®

Mr. Arthur Lam

Mr. Vincent Li

Ms. Debbi Li

Dr. Angus Yip, CFP®, CEP®

External Asset Manager UBS, LGT Bank and EFG Bank

Dr Mike Hui, MSc., CFA®

Mr Hui is a veteran in the investment and banking industry. He has over 15 years of working experience in a merchant bank and a listed brokerage firm. He has been delivering CFP® Investments module for the past 13 years with very positive feedback. Currently he is a Sales Director in a listed investment consultant firm.

Enquiry
2867 8468 (cfp@hkuspace.hku.hk)
Relevant Programmes
Advanced Diploma in Financial Planning

RECOGNITION OF HKU SPACE’S
IFPHK REGISTERED PROGRAMMES IN FINANCIAL PLANNING

HKU SPACE is fully registered and approved by the Institute of Financial Planners of Hong Kong (IFPHK) to offer programmes in Financial Planning. The Diploma in Financial Planning is an exit award of the Advanced Diploma in Financial Planning programme and meets the education requirement of IFPHK to sit for the ASSOCIATE FINANCIAL PLANNERTM (AFP®) and CERTIFIED FINANCIAL PLANNERCM (CFP®) certification examinations. The Advanced Diploma in Financial Planning allows students to apply for entry into Year 3 of Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services programme.

The Institute of Financial Planners of Hong Kong Limited (IFPHK) was established in June 2000 as a professional self-regulatory body to benefit the public by fostering the highest professional standards in personal financial planning. IFPHK has been authorized by the Financial Planning Standards Board Limited to be the sole licensing body for issuing the AFP® and CFP® marks in Hong Kong and Macau.