(Oct 2025) Dialogue with Professor Mahesh Harilela: The Family Blueprint: Sustaining Legacy, Advancing Hong Kong
On 22 October 2025, EdUHK held a distinguished lecture entitled ‘Family Blueprint: Sustaining Legacy, Advancing Hong Kong’. The Lecture featured Professor Mahesh Harilela, Family Council Convenor of Harilela Group Ltd., a renowned entrepreneur and philanthropist, who shared his extensive experience in family governance, business succession, and sustainable development. During the lecture, Professor Harilela highlighted the strategic significance of family offices within Hong Kong’s financial ecosystem, noting their importance in attracting international capital and talent. He also shared how family enterprises can preserve tradition while embracing change to foster sustainable social and economic development.
During the interactive session, students from Bachelor of Arts (Honours) in Personal Finance and Master of Arts in Personal Finance Education programmes actively engaged with Professor Harilela. They discussed the future of family offices in Hong Kong and explored career pathways in the wealth management profession. The vibrant atmosphere reflected the strong interest in the topic and the value of direct dialogue with industry leaders.




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(Oct 2025) Trends and Career Opportunities in ESG and Green Finance: Hong Kong Insight from Financial Elite
Mr Paul Pong, Founder and CEO of The Institute of ESG & Benchmark (IESGB), shared insights on the Environmental, Social and Governance (ESG) practices in Hong Kong, and discussed the historical development and future vision of the sustainable disclosure pathway. Moreover, Mr Paul Pong engaged students in career development in the ESG industry and explained the importance of achieving Certified ESG Professional (CESGP) for career advancement.


(Oct 2025) Guangzhou Institute of GBA Experts Share Trends and Prospects of Science and Technology Innovation Investment in the GBA
On October 15, 2025, the Programme invited Dr. Jiang Han, a researcher from the Guangzhou Institute of GBA, to conduct a financial research seminar. Dr. Jiang introduced the development progress of the GBA to students. Combined with Think Tank, she analysed the bottlenecks and challenges of the GBA in technological innovation and industrial development, and discussed the implementation pathways and effectiveness of science and technology policies in upgrading industries. Additionally, she shared methodologies and techniques for drafting policy analysis reports. During the seminar, students recognised the core research competency of Tink Tank, which means transforming complex policy issues into clear, implementable policy suggestions.




(Sept 2025) IFPHK launches Financial Planning Youth Elite Program to support MA(PFE) students’ professional development in financial planning
On 18 September 2025, The Institute of Financial Planners of Hong Kong (IFPHK) delivered a workshop on “Wealth Management Industry and Career Paths for Financial Planners” for the students from the Personal Finance programmes. During the workshop, Dr Paris Yeung, CEO of IFPHK, explored the growing demand for financial planners and career opportunities in wealth management with the students. Meanwhile, the workshop also introduces the exclusive Financial Planning Young Elite Program for MA(PFE) students, which is a customised scheme launched by IFPHK to support MA(PFE) students’ professional success in financial planning and financial services.


(April 2025) EdUHK Held an International Symposium on Personal Finance
The Symposium gathered distinguished scholars and practitioners from leading institutions worldwide. This event explored cutting-edge research and innovative practices across key areas including financial literacy, behavioral finance, fintech applications, retirement planning, and inclusive policy solutions. (The Symposium was supported by the Jiangsu-Hong Kong-Macao University Alliance.)




(Mar 2025) EdUHK Alumni Day 2025: "Financial Champions" Booth
Students from the Personal Finance Programme at The Education University of Hong Kong leveraged their knowledge in financial education and wealth management to organize an interactive financial literacy booth. Through engaging activities such as mini-games and informative displays of practical financial tips, they effectively promoted the seven core competencies outlined in the “Hong Kong Financial Competency Framework”, including maintaining balanced budgets, practicing sensible savings, making sound investments, understanding investor protection and fraud prevention, as well as being aware of consumer rights and responsibilities.




(Mar-Apr 2025) Personal Finance Programme’s Students Organize Campus Financial Literacy Workshop Series
The student teams from EdUHK's Personal Finance Programme successfully organized a Campus Financial Literacy Workshop Series. Serving as keynote speakers, the students shared essential financial knowledge with their peers, contributing to the enhancement of financial literacy across the University.
The workshop series covered a diverse range of topics, including:
• Web 3.0 Investments
• Compound Interest Calculations
• MBTI-Based Financial Personality Analysis
• Economic Principles in Empresses in the Palace
These workshops provided participants with practical financial knowledge and actionable skills.




(Feb 2025) Personal Finance Programme Students Attended The 17th HKIB Outstanding Financial Management Planners (OFMP) Awards - Presentation Ceremony & Gala Dinner
Invited by The Hong Kong Institute of Bankers (HKIB), Personal Finance students attended The 17th HKIB Outstanding Financial Management Planners (OFMP) Awards - Presentation Ceremony & Gala Dinner. This event provided students with a unique opportunity to immerse themselves in the banking industry, particularly in the wealth management and financial planning sectors. It also offered invaluable exposure and networking opportunities which are essential for students’ future career development in the financial sector.


(Feb 2025) "Finance × Wealth Management × Personal Finance" Alumni Career Development Sharing Session
Personal Finance Programme at The Education University of Hong Kong (EdUHK) hosted the "Finance × Wealth Management × Personal Finance" Alumni Career Development Sharing Session in February 2025. Alumni representatives shared their career development experiences and professional growth insights across various fields.
The alumni speakers came from diverse sectors, including private equity investment, banking and financial services, academic research, and higher education. This event actively fostered "alumni-student" connections, expanded EdUHK's professional network in personal finance, and leveraged alumni career development resources.




(Jan 2025) Student Team from Personal Finance Programme Wins Bronze Award in Hong Kong's "Personal Finance Ambassador Programme 2024/25"
The student team "No to Scams" from the Personal Finance Programme won the Bronze Award in the Hong Kong "Personal Finance Ambassador Programme 2024/25." To date, the student teams have won awards for four consecutive years in the "Personal Finance Ambassador Programme", becoming proactive promoters of financial literacy on the EdUHK campus.




(Oct 2024 - Apr 2025) EdUHK Personal Finance Programme Collaborates with HKFWS to Safeguard Elderly Financial Well-being
The Personal Finance programme has strengthened its collaboration with the Hong Kong Family Welfare Society (HKFWS), mobilizing students to deliver financial literacy volunteer services in Hong Kong communities by participating in the 'Wealth Intelligence for Smart Elders Course' under the Elder Academy Scheme*. The student volunteers served as financial education assistants for HKFWS, providing tutoring to the elderly on how to use digital tools for personal finance. For instance, they guided seniors on how to utilize price-comparison mobile apps effectively.
*The scheme is implemented by HKFWS's Financial Education Centre.


(Sep 2024) Vice Chairman of Institute of Financial Planners Hong Kong Shares Insights on Wealth Management and Financial Planning Career Development in Greater Bay Area
Dr. Keith Yu, Vice President (Development) of the Institute of Financial Planners of Hong Kong, shared the latest developments in the wealth management industry in the Greater Bay Area and the career opportunities for Certified Financial Planners (CFP) with students enrolled in the personal finance programme at The Education University of Hong Kong.



(Sep 2024) Hong Kong Institute of Bankers Shares Insights on Green and Sustainable Finance in the Banking Sector
The Personal Finance programme invited Mr. Kenneth YU from the Hong Kong Institute of Bankers to share green and sustainable finance in the banking industry and exchange views with students on career development in the banking and green finance sectors in Hong Kong.



(Sep 2024) Hang Seng Bank Hong Kong Shares Insights on Wealth Management in Hong Kong's Banking Sector
Hang Seng Bank Limited was invited by the Personal Finance Programme of The Education University of Hong Kong (EdUHK) to share insights with students on wealth management in Hong Kong's banking industry.
During the sharing session, students from the Personal Finance Programme engaged in in-depth dialogue with the Hang Seng Bank team on topics such as Hong Kong's banking sector, wealth management, cross-border financial planning, and career development in the financial industry—particularly in banking.




(Sep 2024) Witness the Charms of a Financial Hub Through Financial Education Immersion: Personal Finance Programme Field Visit
The Personal Finance programme organized a series of engaging field trips, helping students gain deeper insights into Hong Kong's financial and commercial development. The students visited the IFEC Financial Education Hub, The Mills in Tsuen Wan, Hong Kong Monetary Authority (HKMA) Information Centre and some financial landscapes in Central.



