The master’s programme in Personal Finance hosted the Alumni Development Forum themed on "Reconnecting for a Personal Finance Future" in May 2026. The forum focused on professional development in financial services and personal finance. The Forum supported open discussion, where alumni shared industry updates and practical experience. The Forum also strengthened alumni’s professional networks and enabled them to meet fellow practitioners.




Students from the master’s programme in Personal Finance organised a "Financial Board Game" workshop on campus. Acting as facilitators, the Personal Finance students guided the EdUHK community to study some individual financial management tips through role-play scenarios and personal financial decision-making simulation.
The community deepened the understanding of personal financial planning. From the perspective of Personal Finance students, this workshop was an arena that facilitated students in honing financial communication skills in a counselling context, and utilising engaging tools in the real-world practice.



The Personal Finance Programme invited managers from WRISE, a full-service family office platform, to exchange with the students. This workshop discussed how Hong Kong based family offices navigate strategic wealth management, especially for Ultra-High and High Net Worth Individuals. Students were able to closely interact with the industry practitioners, and explore trending opportunities in the wealth management field.



This seminar invited Ms. Angel Chia, the Executive Director for Hong Kong Academy for Wealth Legacy, to bring unique insights into legacy building, next-generation leadership, and purposeful wealth stewardship.



In this Career Talk, The Hong Kong Institute of Banking (HKIB) shared the comprehensive insights into the banking industry and its mission to nurture future banking talents. The session also featured a banker’s sharing on personal relationship management in retail banking, and an introduction to the Relationship Manager Trainee programme (RMT) at Nanyang Commercial Bank. Such career talks expanded personal finance students’ networks to identify the personal-finance-specific career opportunities.


The Programme invited Mr. Danny Lee, a seasoned financial professional, to share insights from his extensive career in private equity. The session will span Venture Capital, Growth Equity, and Buyouts. With over 25 years of global experience, Mr. Lee will also facilitate a discussion on the practical challenges facing these investment sectors today.


In March 2026, students from the master’s programme in Personal Finance went on an exciting field visit themed "ESG and Sustainable Business Practices". They explored innovative sustainability initiatives in the Northern Metropolis and visited Sino Inno Lab and The Spark. Through guided tours and an engaging workshop, students experienced immersive journeys into sustainable tech and innovation.
Personal Finance students also gained practical, real-world insights from a dialogue with a Sustainability & Innovation Manager at a renowned corporation in Hong Kong, learning how the company incorporates ESG and sustainability into its business operations.



Students from the Personal Finance Programmes organised a game-based booth during the EdUHK Alumni Homecoming Day 2026. The booth aimed to promote the principles of personal financial literacy among participants of all ages.




In Feb 2026, students from the master’s programme in Personal Finance led and designed a workshop, reaching out at The Chinese University of Hong Kong. This workshop enabled participants to understand the fundamental financial principles of university life and offered practical tips for managing money wisely, suited to a cross-border lifestyle.
Personal Finance students deepen their understanding of personal finance in a cross-border context through preparation for the workshop. They also learned how to implement a financial literacy enhancement proposal tailored to the target audience's specific needs.


Personal Finance students engaged in financial board games to simulate real-world financial life cycles —from investment risks to retirement planning (e.g., MPF). Through these team-building activities, Personal Finance students not only learned money management tips but also experienced the art of financial counselling—a meaningful experience that embodied the spirit of "promoting financial well-being".




The Programme invited Ms Yvonne Leung, Chief Executive of Ant Bank (Hong Kong), to share with the Personal Finance students how digital banks are transforming Hong Kong’s financial landscape. This session provided a platform for students to observe financial and industrial trends and to expand their connections with leading industrial executives.


To deepen Personal Finance students’ understanding of the legal issues in personal finance, the Programme invited two veteran solicitors familiar with judicial practice in Hong Kong and cross-border legal consulting to deliver a workshop. Students gained an understanding of comprehensive legal tools for personal and family wealth preservation, such as Trusts, Wills, Insurance, Pre-nuptial Agreements, and Post-Separation Accruals. This workshop also enhanced students' legal awareness and motivated them to build up legal capacity for financial planning.


Dr. Ruth A. Shapiro, the Co-Founder and Chief Executive of the Centre for Asian Philanthropy and Society (CAPS), delivered a seminar for the Personal Finance students and the EdUHK communities. The seminar unpacked key trends in impact investing and philanthropy across the region. The seminar also explored bridging wealth management with systemic social investment, inspiring students to think about the sustainability.



"TP Boss", a student team from the master’s programme in Personal Finance, implemented a series of interactive games to enhance EdUHK students' financial literacy as they transition into the workforce. The initiative equipped the university community to navigate the financial shifts that accompany the transition from student life to the professional world. This initiative drove the Team to win the Bronze Award in the Personal Finance Ambassador Programme 2025/26.




The Personal Finance programme organised a field visit to Disneyland in November 2025, themed on “Disney’s Foundations for Career Success”. The visit engaged students in backstage tours, scenario role-plays, personal strength discovery, peer appreciation games, and executive sharing, all guided by Disney cast members. Students learned to reframe setbacks with a positive problem-solving mindset and sustain calm, resilient well-being.




Students from the master’s programme in Personal Finance visited Ocean Park Hong Kong to explore the sustainable practice in tourism. Through a series of engaging workshops, students witnessed real-world scenarios in business sustainability.




On 13 November 2025, the MA(PFE) Programme invited Professor Song SU, Professor and PhD supervisor at the Business School of Beijing Normal University (BNU), to deliver a seminar on “Financial Literacy in the AI Era”. During the seminar, Professor Su discussed the role of AI in enhancing financial education, the impact of financial literacy on AI application usage, and the challenges of AI in financial literacy. Through dialogue with Professor Su, a pioneer in financial literacy education in China, MA (PFE) students broadened their academic horizons in personal finance and financial education.
(Oct 2025) Measuring Financial Literacy of Retail Investors: An Econometrics Approach
On October 30, 2025, the Master of Arts in Personal Finance Education MA(PFE) Programme hosted an academic seminar titled “Measuring Financial Literacy of Retail Investors.” Professor LI Youwei, Professor of Finance at the University of Hull Business School (UK), was invited as the speaker to share his latest research. His work focuses on constructing financial literacy indicators through the textual analysis of social media data. During the lecture, Professor LI introduced a novel method for measuring retail investors’ financial literacy, developed using this textual analysis approach. This provided MA(PFE) students with fresh perspectives in the fields of financial econometrics and behavioural finance.


(Oct 2025) Understand the Blockchain and DeFi at the Guest Lecture
On October 22, 2025, the Master of Arts in Personal Finance Education [MA(PFE)] Programme hosted a financial workshop titled “Beyond Banking: New Frontiers in Decentralized Finance.” The event featured Professor Eric Chiang, Venture Partner at WAGMI Ventures, as the speaker. He provided an in-depth analysis of the industrial trends and the future prospects of blockchain technology and decentralized finance (DeFi). During the workshop, Professor Eric provided MA(PFE) students with both theoretical and practical industry insights, helping them understand how decentralized finance is progressively driving innovation and development within the financial sector.


(Oct 2025) Understanding the Arab-China Business from a Cultural Perspective
On 31 October 2025, Lord Edwin E. Hitti, President of The Arab Chamber of Commerce & Industry (ArabCham), shared his insights on Arab-China Business with the students. Lord Hitti explored the profound cultural distinctions between the Arab world and China that directly impact business and finance. “For financiers and entrepreneurs, understanding these nuances is not merely cultural appreciation but a strategic commercial imperative.” This session provided key insights into leveraging cultural intelligence to build sustainable and profitable commercial bridges between these influential economic spheres.


(Oct 2025) Special Visit to the Eco Expo Asia 2025: Exploring the New Trend in Green Finance and Green Technology
On October 28 2025, MA(PFE) Programme led students to a special visit to the Eco Expo Asia 2025. During the Expo, students explored the Green and Sustainable Industries of Hong Kong and the worldwide, including the latest green technologies in energy, green buildings, green finance, and ESG services. Through the guided tour of the Expo and in-depth interactions with exhibitors from the sustainable industries, students realised how to cultivate forward-thinking perspectives in the financial industry during the global move toward carbon neutrality. This Expo also serves as a window for students to understand Hong Kong’s role in promoting global sustainability.




(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.


Past activities: