Wealth Management Industry and Career Paths for Financial Planners
Workshops and Seminars on Personal Finance (September 2025)
You are cordially invited to attend the workshop/seminar related to Personal Finance in September 2025, which are co-organised by the Bachelor of Arts (Honours) in Personal Finance Programme (BA(PF)) and the Master of Arts in Personal Finance Education Programme (MA(PFE)). Details of the activities are as follows.
[Financial Industrial Workshop Series]
Wealth Management Industry and Career Paths for Financial Planners
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Date: |
18 September 2025 (Thursday) |
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Time: |
14:00 – 15:30(HKT, GMT+8) |
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Speakers: |
Dr. Paris Yeung CEO, The Institute of Financial Planners of Hong Kong (IFPHK) |
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Language: |
English |
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Venue: |
B4-LP-09 (Tai Po, EdUHK) |
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Registration: |
Speakers’ Biography:
Dr. Paris Yeung is a seasoned banker and has 40 years of banking experience in Hong Kong and Macau. He was an Executive Director and Chief Executive Officer of Banco Delta Asia Bank of Macau from 2022 to 2024. He served as senior management of Hang Seng Bank, Dah Sing Bank, CMB Wing Lung Bank and Chiyu Banking Corporation. Dr. Yeung received his Doctor of Business Administration degree from The Hong Kong Polytechnic University. He is a member of the Hong Kong Institute of Certified Public Accountants, a fellow member of the Association of Chartered Certified Accountants, a fellow member of The Hong Kong Institute of Bankers and a fellow member of the Hong Kong Securities and Investment Institute. He is also the Vice Chairman of The Association of Hong Kong Accountants.
Abstract:
Workshop participants are expected to explore the growing demand for financial planners and career opportunities in wealth management, empowering themselves to excel in the dynamic financial services industry. This workshop introduces the Certified Financial Planner (CFP_ certification, a globally recognized credential equipping professionals with expertise in comprehensive financial planning. The workshop also introduces the exclusive Financial Planning Young Elite Program for MA(PFE) students, offering training, networking opportunities and examination support to become CFP certificants.
